David Crozier

David has provided expert advice on investments over a number of years. We meet every 6 months to assess the performance of the investment, review risks and make adjustments where necessary. David is very supportive especially when the markets are in free fall and really helps to 'steady the nerves'. Without his encouragement and assistance I would not have been able to effect the purchase of the company I had been managing for 20 years. He also sourced specialist tax advice to make the transaction as painless and seamless as possible. Both my sons who are in the business have recently become clients of David. I have now built a substantial retirement fund which more than justifies the cost.

One of the main reasons I would voucher for David is because he has given me sound advice over the past few years. On occasions he has gone over and above what was required of him getting me information from other parties. All predictions and recommendations have been successful. Without the level of advice and expertise I feel this may not have been possible, therefore justifying David's charges.