Sophie is an amazing Financial Adviser.  She has a warm, personality and listens carefully to myself and my families concern, giving sound and helpful advice.  I trust her implicitly and would not hesitate in recommending her to anyone.

David has looked after our investment and pension portfolio for many years and have found that he has always given us excellent advice. More recently he along with Sophie worked with us preparing numerous scenarios as we looked to make the decision whether to retire. We found their advice and t...

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Sophie has provided an excellent service and I would not hesitate to recommend her. The advice she provides is always considered and understandable. She has supported us to plan for the financial future of our family as it has grown over the years. We know we are in good hands.

Sophie and the team have always looked after myself and my family.  They give sound and trustworthy advice and I would and do recommend them to family and friends.

Financial guidance from Sophie Lackie at a time when we were preparing for retirement has been invaluable.  Her advice on completing our mortgage and getting the best from our pension has enabled us to enter into our retirement without concern financially. 

Planning for retirement can be very daunting but with the clear and concise advice given by Sophie Lackie, everything has been plain sailing.  We could not recommend her enough and as such, many of our family and friends are now clients.