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“As retirement approached I was unsure of how my assets could achieve their full potential. Marc Westlake analysed my savings and pension situation and suggested a strategy that has very much improved my financial condition for the future.
I wish that I had met Marc a few years earlier...”

Jonathan Hession, Photographer.


Thank you so much for the guidance and counsel over the last 6 months.

You are knowledgeable, thoughtful and client-focused. In particular, I valued your deep thinking about the various risk/reward trade-offs involved in the investment case.  In simple terms, a pleasure to deal with.


Jeremy (CEO)