“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to…
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
“Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier….
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing…
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”