Perennial Wealth

Dale has helped me to bring order to my finances, and align my investments with my appetite for risk. It's too early to tell what the results will be, but he has been very clear and open about the process, the strategy he will be following, and the fees he will be charging. So far I am confident it has been the right decision to get him and his associates involved.
Mar 29th, 2023

I had a question about a frozen company scheme. I contacted Dale after a recommendation from a friend. He was brilliant!! He gave me advice what to do and the reasons why, without any payment to him. Dale was very honest and explained why I should not transfer this particular pension and I am very grateful for his reassurance. Thank you very much. If ever I can give you any business, I most certainly will!!
Feb 10th, 2023

Dale has been very attentive to our requests. He is always prepared to listen and has given us transparent information, putting our needs first. I look forward to establishing a long-term professional relationship with him.
Nov 26th, 2022

A very thorough and well researched service provided an a personal and friendly manner
Oct 22nd, 2022

Excellent and professional
Aug 17th, 2022