How would it make you feel to know your personal finances were working for you, securing your future and protecting your family while you worked hard adding to them?
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Here's how we've helped some of our clients. If you'd like to find out how we could help you please call us to arrange an appointment.
I lost faith in saving for retirement due to the fact that I was finding that the pension funds I had been originally recommended were not performing particularly well. You were able to analyse my existing pension arrangements and were able to put together a report outlining a simple strategy, whereby the performance of my pension funds can be monitored and any changes can be made. I now feel more comfortable about my pension savings and can look forward to my financial future with more confidence.
I found that the information provided was easy to understand and would have no hesitation in recommending you to others.
D Alsop, Burnopfield
Following reaching age 65 I was due to take my pension benefits. You were able to obtain for me a 10% increase in my pension income and with a much stronger Insurance Company.
I found dealing with you to be a very pleasant experience and would have no hesitation in recommending your services to others.
John Clough, Gosforth
NB Group have dealt with you since 1982 and have been more than happy with the advice and service provided. We will continue to use your services and would be pleased to recommend you to others.
Brian Waites, Managing Director, NB Group Ltd, Meridian House, Kingsway North, Team Valley Trading Estate, Gateshead
We have dealt with you since 1990. We have found your service to be first class and have always been delighted with the advice provided. We will continue to use your services and would have no hesitation in recommending you.
Ray Austin,Director, Tooltrade Sales Ltd, 6 Kingsway, Team Valley Trading Estate, Gateshead
As a caring employer we understand the importance of having in place a pension scheme for our staff. We arranged this through you and have always been more than happy with the service and advice provided. We would have no hesitation in recommending you to others.
CISV International Ltd, MEA House, Ellison Place, Newcastle
For many years you have given us investment advice and we are very pleased with the advice that we have received. Our investments have consistently grown very healthily and we are particularly pleased with the saving in tax.
We have found your services to be first class and are more than happy to continue to use your services and recommend you to others.
Mr & Mrs M, Blyth