We were introduced by a mutual friend on our retirement, for assistance and advice on choice of investments for redundancy and pension funds we were to receive.
We were impressed by the professionalism and knowledge of Mr Iannelli and his team and were confident that they would be able to meet with our requirements.
We receive regular visits and updates of our investments to ensure they are continuing to provide us with the security we requested in these uncertain financial upheavals. We would have no hesitation in recommending this firm. We have no doubt that our finances our being handled in the best possible way.