Testimonials page

We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.

Ben is thoughtful, inquisitive, knowledgeable, and forward-thinking. His support and insight helped hugely to deliver a first-class and rewarding session to a room of senior industry figures.

My experience has been both a pleasure on a personal basis and a business note. They’ve provided me with a first-class professional service throughout, leading to the sale of my business. I’d encourage anyone in the same position to use their services, you won't be disappointed.

We couldn’t speak more highly of Vicki Hicks and have no hesitation in recommending her and the team. In addition to being extremely knowledgeable and experienced, we found her honest, open approach a great fit with our firm.

I had never sold a company before, so it was a whole new experience, but Brian made sure everything went smoothly, and I understood what was happening. He made sure that we got the best possible deal and even after accepting an offer, Brian was there holding my hand, chasing solicitors and getting updates.

Brian's contacts and experience were invaluable when we decided to sell our IFA practice. He got us meetings with a variety of different potential buyers, and helped us to source a specialist solicitor.

Helen stands out from my experience of dealing with her peers in the industry because she was keen to spend time getting to know me as an individual and what exactly I was looking for.

I felt completely safe in Rachael’s hands and was very pleased with the introductions that were made. I’m pleased to say that this led to a successful placement. Thank you, Rachael.

I was contacted by Jaine and from the beginning she was very professional and not at all pushy. I would recommend any of my friends or ex-colleagues to Jaine.

Rachael was a great support in the identification and recruitment of financial planning talent. She understood the market and took time to understand the calibre of individuals I was looking for.

Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”

Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.

Their philosophy of "culture before cash" and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.