Reviews
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Ricardo has been looking after our finances for a few years. I trust his judgement and his advice has always been spot on.
Over the years we have... Read more
Mar 9, 2025
David Rose
Fantastic service all round.
Dec 4, 2024
Nigel Paul Holmes
Ricardo was very helpful. I felt welcomed and could ask questions freely.
Nov 6, 2024
Kay Fryer
Fantastic service all the way through from initial advice to receiving my mortgage offer (and lots of things in between). Invaluable help whilst... Read more
Oct 20, 2024
Elenor Gowthorpe
Ricardo was very helpful and reassuring when giving advice regarding a company pension scheme and very helpful completing the necessary forms during... Read more
Jul 25, 2024
Rob
Excellent advice provided by Ricardo. Very down to earth and was very beneficial to us. We will definitely use again in the future when the need... Read more
Jul 15, 2024
Sarah Barker
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