skip to Main Content

Rosie listened to our needs and explained my mother’s financial situation then made a plan which we are following. Her manner was very pleasant and supportive which is so important when dealing with older clients and their relatives who are often facing tough life decisions, such as selling and moving to supported living environments.

She answered questions until we felt satisfied and patiently corrected our misconceptions. Her services have made a huge difference to our decisions and we are very grateful. We felt greatly reassured by her manner and sensible guidance.

Her help was during the difficult starting phases of the Coronavirus and she truly went beyond the call of duty to help us. We are very glad to have found her and I would highly recommend her services.

Disclaimer Button
Back To Top