Customer satisfaction is our primary goal.

"I have confidently trusted Tracey to look after my financial affairs for 13 years. I am fully relaxed & happy that she has always done a great job. The most important thing in life is that one can trust the person who controls your future financial wellbeing."


"We had very little knowledge of how to set ourselves up for retirement. We were recommended to Tracey by a friend who is a client of hers, and found that she explained things very clearly to us. We feel Tracey is knowledgeable and trustworthy and that we are now well placed for our retirement"


"Glenn Adams took over our investment and insurance portfolios in 2011. He revised our holdings and insurance finding several anomalies from our previous advisor. Glenn consolidated these investments reducing our costs and benefiting our future returns. We feel confident and pleased with his arrangements. As a professional investment advisor Glenn has addressed and secured our welfare for the future."

G & P Talbott

"We have been using Glenn Adams for a period of over 5 years. Glenn and his staff provide us with a professional, reliable and yet friendly service and nothing is ever a problem. Glenn’s knowledge is vast and has helped us in all aspects of our insurance and planning for the future. We treasure his honesty and his great service and look forward to dealing with Glenn for many more years."

F & J Madgen

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