What I offer

“It’s a very big thing when you are talking about your livelihood and I can’t sing his praises enough.”

“Toby listens to care, he cares about people and what we do. That’s what Toby does. It may sound corny to say he’s a truly “nice person”. If he was crap at finance, I wouldn’t employ him."

“Toby is a good listener and I noticed straight away that this is a big plus point in the relationship. I was quick to understand the level of knowledge needed and because Toby listened well, he engaged with what I wanted. Toby then came to my house and met my wife and did an assessment of my and Lucy’s attitude to risk. We had regular meetings and set up our investment. The relationship has gone very well. Toby doesn’t bother me if there is no need. I always feel he’s available if I need him.”

“Toby had a huge impact and played a big part in my future. I have nothing to compare with, but I have friends with an IFA and know he provides a service far above what they receive.”