Testimonials

Read some of the feedback received from clients.
Kevin successfully combines an informal, welcoming style with a professional and well-informed approach to the provision of financial advice. Personally, I have found discussions with Kevin to be highly productive, with subsequent interventions enabling a more stable and secure financial position fo...
Dr Paul Sindall, University Lecturer, Preston
Kevin Murray has been incredibly helpful with regards to helping me with a number of financially related situations. He is really easy to work with and explains things in a basic way so that the layperson can understand. I completely trust his opinion and am very pleased to have found someone that y...
Dr Anna Robins, University Senior Lecturer, Holmes Chapel
Since meeting Kevin our future years feel brighter thanks to the careful advice and time he's spent helping map our financial future. In our late 50's, what was becoming a complicated minefield understanding pensions etc has been eased through Kevin's down to earth manner, excellent advice and exper...
Kim Stott, Retail Manager, Liverpool

Kevin is very personable and genuinely cares about me as an individual and our families broader needs. He is clearly knowledgeable and understands the wide range of services and products he offers.  He challenges our thinking and helps us make the right decisions, not just for the short term but ...

Lucy Potter, Banking Professional, Hertfordshire
I would highly recommend Kevin to anyone needing financial advice and planning. Any questions asked Kevin always knows the answer and advises accordingly. You get a real sense of care and passion from Kevin whenever you deal with him, he always has your best interests at heart. Not knowing much abou...
Scott Rooney, Operations Director, Manchester