We have known of Wendy for the last few years now. Wendy has always been straight to the point with lots of options but the bestest advice to suit our needs. Wendy is so thorough and prompt so that we feel we can trust what we ask of Wendy. She is seriously one of the best advisors, we have used and continue to be.We were... read full comment
May 2021
A telephone discussion was most useful and extremely thorough as well as clear. Wendy has patience and a professional as well as relaxed manner.I have no difficulties in recommending Wendy.
March 2021
I first approached Wendy in 2015 to arrange our first mortgage and life insurance. Her approach is refreshing - to the point, no nonsense. So when it came to moving again, 6 years later, I didn't hesitate in contacting her again. Our situation was perhaps a little more complicated this time around, but that was no bother,... read full comment
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Products and services: financial planning, independent financial advisers, life assurance & pension consultants, life insurance, mortgages, pensions, investments, investment consultants, buy to let mortgages, Pension Transfers, Final Salary Pensions, Funeral Plans
