"Julie explained to us the approach of the company we were previously with. She took on board our fear of risks bearing in mind the collapse of 2008 and put forward a number of options to meet our concerns. Her approach was simple and straightforward, with particular concern that we should understand the difficulties and risks associated with any investments, no matter how careful we were all investment carries some risk. We look forward to a long and beneficial financial relationship."
Ron, Durham - March 2014
What could your adviser do better?"As far as we are concered not very much of anything"
Frank, Cumbria, general manager - February 2014
"Julie is very straight talking and much easier to understand than some of the other advisors we have met, she has made me feel at ease and I am happy letting her give me advice"
Ashlea ginesi, Cumbria, interior designer - February 2014
From my Linked In Profile: Julie Bayley
"Julie was of valuable help to me. With true commitment and the ability of an ace sleuth, she sorted out the difficult pension situation that I had left some years and 3,500 miles behind. She was unfailingly cheerful, optimistic and right. She is skilled, honest, considerate and wise. Ask and you will receive."
Testimonials From VouchedFor Website
Diane - Cumbria 24/7/12