A good experience to meet with Colin over Teams. I definitely appreciated Colin’s experience and expertise, and the fact that he viewed my portfolio in the round, talked with insight about future tax efficiency, and had a number of options that we can weigh up

Miles

Colin was very knowledgeable and provided a number of options for us to consider.

Kiran

Hedley was great, listened well, generated a good plan – and went out of his way to help on tax questions.

Ruth

Jaips came very prepared and addressed all my concerns very clearly and succinctly.

Gladys

Friendly and engaging from start to finish

Calluum

Colin offered very detailed guidance, no pressure selling, great!

Martin

I wish I had received this investment advice earlier! It’s easy to become lazy or neglectful about savings which we think of as “too modest” but the advice made me realise the importance of making the most of your pot. When I met with David – who was approachable, personable and honest – he gave me some very useful advice about my saving practice, after hearing my objectives and concerns, especially in relation to existing pension and ISA investments. I feel more secure about my finances in the long run.

Farah

Through Schroders I was introduced to Dave Schiller. He helped me establish a SIPP with Investec then ISAs for my husband and me. He’s not adverse in suggesting alternative fund managers if they don’t meet expectations. He’s been a great help in all aspects of our finance and in updating our wills and LPAs. We would have no hesitation in recommending Dave especially as we certainly feel wealthier now with his guidance.

Adrienne

We are delighted both with David as a person and his excellent communication skills – very personable. More importantly we are very impressed with his sound and very thoughtful approach to things which is reflected in the performance. An excellent choice. Well done and many thanks.

Gregory

Since my first meeting with Colin I have been impressed with his professional, high touch and pragmatic approach. Colin is clearly extremely knowledgeable in his field and has provided me with excellent advice and suggestions with regard financial planning. Colin takes time to listen and understand your personal needs and aspirations and then provides tailored guidance around this. I’m grateful to Colin for his help to date and look forward to our continued relationship in the future.

James