Julian understood my situation and listened very carefully to what my aims and goals were from a financial point of view. After he collated all the information that he required I was given a very thorough report with advice on planning for my financial future. All charges/fees mentioned in the report were explained to me in a simple way during our meeting. I would say that Julian’s knowledge when it comes to financial planning is excellent. He takes the time to make sure that every aspect is understood.
Bipin was a freelance contractor working for his own company. He lives in Surrey.
I was given a very thorough report with advice on planning for my financial future