Impressed not only with the combined experience of a family-run business but by the extent of knowledge regarding senior care and a sincere desire to be helpful. I was given options that no other advisor (or anyone at all) knew about. Very professional + very informed + very approachable = very recommendable.
July 2023
Had an initial consultation with Daniel Hanbury. He was clear and very helpful in making sense of current legislation around IHT. The fact that we probably don't need any ongoing input from him didn't seem to matter at all - he still took the time to answer all our questions. Would definitely recommend.
Products and services: Wealth management, FCA Regulated, Financial Consultants, Financial Planning, Income Protection Insurance, Investment and Trust Companies, Investments, Life Assurance and Pension Consultants, Life Insurance, Pensions
