Testimonial: Jurgen & Becky Dreyer – Optometrists and Practice Owners

Gavin Welsh, one of our Independent Financial Advisers, received the following kind words from one his clients:

“We started working with Gavin a couple of years ago following a referral from one of his existing clients.

We approached Gavin as we were looking for help to invest our savings in the most tax efficient way for the long term.

Following an initial conversation with Gavin, he came back with a plan that met the objectives that we gave him.

Our circumstances have changed over time and Gavin is there to adapt our plan to meet changing requirements.

We trust Gavin to put our interests first, using the best solutions from the whole of the market.

We would recommend Gavin to our friends and family.”

Jurgen & Becky Dreyer – Optometrists and Practice Owners