Testimonials

Read some of the feedback received from clients.
Kris is a truly exceptional financial adviser. Warm, personable, and deeply compassionate, he takes the time to really listen and understand individual circumstances before offering thoughtful, considered advice. He showed remarkable sensitivity and care when helping a family member with learning di...
Private client

Kris offers clear, well articulated advice about our whole family financial position, looking near and longer term.  I trust this advice, backed up by data and visualisation tools and would recommend others to take advantage.

Andrew Cook
Kris was a pleasure to work with! We had multiple pensions and investments to sort so we could plan for our future. He took time to understand our goals, contacted providers, and returned with a clear, easy-to-follow plan. Our pensions were merged where appropriate, simplifying tracking and improvin...
Scott Harvey

Kris has always been attentive, detailed, professional and prompt in all our dealings.  I wouldn't hesitate in recommending him to anyone.

Adam Duncan | Director, Morpeth