Member Testimonials
James Morris (MoneyManagement)
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12th Mar 2010 Justin Dodd |
Thank you Jim for you're patience and professionalism in sorting out a policy to suit me and for the step by step support and advice.you truly are a great guy
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25th Nov 2009 Sam Finlay |
James,We all have things in our busy lives that we keep meaning to do, but never quite get around to. Cancelling my Critical Health Insurance, at a time when my business funding was very tight, was one of those things that I could not bring myself to do. ( Despite the high monthly cost ) With three children, a mortgage and a history of heart failure, strokes and cancer in the family, it was just too big a risk to take. My heart attack earlier this year proved the benefit of the good advice I been given to keep finding the money for the insurance every month. The sum I received has provided a huge release from one of the pressures that caused the heart attack in the first place. Like you, my advice to anyone running or starting a new business, is to make sure that you build in the cost of protecting yourself and your family for those unexpected, life changing, events in all our lives.
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3rd Nov 2009 Chris Harding |
As an Independent Financial Adviser, Jim is able to provide advice across the breadth and depth of the both the marketplace and his vast experience.I asked him to help me place a recent inheritance where it could be accessible but also produce a return. He delved into my reasons for investing and made sure he understood precisely what I wanted before making his recommendation. At no time did I feel under pressure (had experience of that elsewhere before) and Jim's relaxed and friendly style engendered my trust in him very quickly. There's lots of salespeople out there <strong>selling </strong>investments and pensions. Jim helps you to <strong>buy</strong>.
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Money Management
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