The knowledge based friendly information provided by wealth management made the creation of a portfolio, geared to our requirements, clear and factual. All personal aspects of our investment requirements were considered, options and alternatives factually offered at all times. The service, tota...

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Lorna has been a friendly, helpful and patient adviser who shared kind, solid and thoughtful advice to a nervous first time mortgage applicant. We really appreciated her help and would highly recommend working with her.

As a client of Gregor’s for more than a decade now, I know I can rely on him to provide sound financial advice to myself and my family. I like his pragmatic approach and the fact that he will take time to fully understand a potential requirement, and then demonstrate what he considers the best ...

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We have received excellent advice from Gregor over many years. We would never hesitate to contact him on any financial issue and have recommended him to family and friends.

Gregor Howitt has, for many years, provided us with sound and trustworthy advice which has enabled us to effectively manage our finances. We have absolutely no hesitation in recommending Gregor as a true professional.

He listened to what we really wanted, took our complicated finances and simplified them into an excellent package for the short, medium and long term. I would recommend him to anyone without hesitation.

Gregor Howitt has unfailingly identified our financial needs – whether it was a savings plan for grandchildren tailored to our personal budget or safe investment of a retirement lump sum. He has provided clear explanations of the various options available. We trust his advice and would have no ...

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Lorna was extremely helpful and efficient whilst sorting my mortgage provider. Lorna made the whole problem quick and stress free. Not only was the mortgage offer complete within 30 days, she found me a better deal than I first anticipated. Very happy customer!

We had a complex mortgage requirement however working with Lorna we achieved an excellent outcome with minimum stress. Lorna's communication with the other professionals involved made the whole process very simple to us.

My financial disarray, due to the recent market and bank volatility, was consolidated into a defined plan for growth and future retirement income based on a ‘basket’ of investments. Advice was offered in a clear, concise and understandable manner without any unique sales pressure. I have no hes...

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The knowledge based friendly information provided by wealth management made the creation of a portfolio, geared to our requirements, clear and factual. All personal aspects of our investment requirements were considered, options and alternatives factually offered at all times. The service, tota...

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