The last 8 years have been a fantastic journey, with Louise establishing her own high street office in Paignton, providing independent financial advice across a spectrum of areas.
She has her own efficient office team behind her, providing research and administration support. The office enables Louise to travel to her clients locally and afar, whilst knowing her office is servicing clients whom appreciate the office accessibility, friendly and professional telephone support to clients.
The office is open on a 9-5 basis, Monday to Friday, although appointments can be held either in a professional setting or in the comfort of a client’s home within this time or evenings at request.
Louise’s dedication to providing a high quality financial advice service for clients and professional connections seeking independent financial advice, has allowed Louise to continue to grow from strength to strength. Referrals, testimonials from existing clients and professional connections demonstrate Louise’s commitment to her clients and the trust they endorse her with.
To arrange an appointment with Louise please phone on 01803 551999 or
'Louise has helped me put my finances back on track. She hasn't rushed into any decisions about either my pensions or investments. I would say they are calculated decisions. Thanks Louise.'
'Excellent knowledge and customer service. Louise is always polite, friendly, courteous and takes time to explain everything. I would definitely recommend her to family and friends.'
'I felt that I was treated as an important individual and not just another client. Everything was explained in simple, easy terms and filled me with confidence.'
'We have always found Louise to be totally professional in our dealings and would recommend her to anyone.'
'Louise is knowledgeable, approachable and responsive. She takes time to understand our family's present and future financial position and needs and recommends appropriate, well explained solutions.'