What our customers say - the most important people in our business

"I run a couple of established business in the Newcastle area.

It's hard work and sometimes you lose focus on the real reasons why you are doing things. Alok has shown me the difference between 'the business's money' and 'my money'.

If you work hard, you and your family want rewarding and you want to to be able to reward the important people that work for you too.

Alok has helped to make this possible."

Michael Owen, business and private client since 2005

"When I first met Alok, I kept all my financial papers in an old carrier bag.  

I had a mortgage, basic insurance andand I didn't save.  Alok quickly helped me to put my finances in order, getting me the best possible value with my mortgage, educating me in the importance of comprehensive insurance and in the value of saving.  

A year after this was put in place I was confident enough to leave my well paid job and start my own business. Now, my business is well established and we get together regularly to review my financial planning.  

This doesn't stand still and we change and adapt it accordlying."

Sarah Phillips, private client since 2001

"I have worked with many financial advisors over the last 30 years or so, but Alok has been the only advisor who has been able to provide me with truly sound justification for all his advice. 

This not only applies to the more straightforward areas such as mortgages, but to a range of much more creative areas of investment. 

So far, his advice over the last 3 years has proved highly profitable in all respects."

Private client since 2003

“In every stage of helping us with finance, whether investing, making provision for retirement or mortgaging,  Alok has been our guiding light with excellent research, meticulous attention to detail and wonderful friendship.”

Kenneth Richardson & Helen Linda Richardson, private clients since 1989

"I have been advised by Alok over a very lucrative and long financial journey his approach to selecting a balanced long term investment portfolio while providing sustained exceptional customer service, which exceeds client expectations and puts him ahead of his competitors.

His input on my life time financial aspirations has been invaluable with is extensive range of top quality products insuring protection well into the future."

D Fawcett, private client since 1990

Alok has been taking care of my finances since the beginning of 2006.

He has instilled me with great confidence and made me feel I can really enjoy life and stop worrying about whether I am doing the right thing financially or not as I know he will be taking care of it.

Jean Smith, private client since 2006