“I have worked with Dave Baldwin since the early 2000’s when he acted for the senior management team of my firm in transitioning our old company pension schemes into personal pension arrangements which proved to be very successful.
Since 2006 Dave has acted as my Independent Financial Advisor and continues to provide focussed support and management of my and my partner’s pension and ISA funds with great diligence.
As such I would be happy to recommend Dave and his team on both company and personal levels.”
Robert Fry, Deputy Chairman – Aukett Swanke Group Plc
“I’ve been working with Shaun and his team since 2015 for our Group Life insurance and have always been impressed by Shaun’s knowledge of the industry and how quickly his team responds.
Shaun’s advice and guidance has been invaluable for both claims and renewals and he is always available for a chat to discuss any questions or issues we may have.”
Mark Hamilton, Finance Director – KL Technologies Ltd