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Real and honest Client centric service…


Good knowledge of the market we’re buying into. Regular comms and support.

Steve & Annette

Didn’t use ‘hard sell’ tactics. Everyone was aware that we were just inquiring and were curious at first…


Always a pleasure dealing with the team. If i have any questions they are dealt with very quickly, while also educating me! 


Solid Financial Advice…


Daniel is very personable and the proposed plan that was presented was informative and not to hard to follow.


A professional service that quickly creates a team to support you.


Daniel and Lillian have been very helpful in the process of transferring my pensions.

Tony & Deane

Helpfulness and sound advice


The presentation delivered following the initial fact finding meeting was clear and at a good pace for us i.e. we didn’t get lost on how the plan works. I didn’t feel pressured to sign up i.e. given clear indication on being able to think it over and to not pursue with Goodlife if we didn’t want to. Overall we believe that we are doing the correct thing to give ourselves financial security, albeit in uncertain times.

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