We have know Graham Holman for a number of years in the capacity of being our Financial Planning consultant. In our time and dealings with him, we have found him a pleasure to do business with. He has proved to be very responsive to our needs and his financial advice has proved to be sound and reliable. He manages our Unit Trust portfolio for us. He is a very personable person and our regular meetings with him save us a journey into Eastbourne. He is quick to respond by email or any telephone requests. We have no problem in recommending Graham as a reliable and responsive Financial Planning Consultant.
David Ford has been acting as our financial advisor for since 2010 and in that time has managed our investments and helped us plan for our retirement which we are now enjoying! David also advised us on investments and care plans for our parents which ensured their financial stability was maintained. It is important to us that our pension plans are regularly reviewed as our needs change and as the market around us changes – David ensures that we have these regular reviews and travels to our Hampshire home for personal meetings whenever necessary. We have always been impressed by his diligence and thoroughness and have no hesitation in recommending David as a personable and trustworthy advisor.