James is extremely helpful and knowledgeable and helped me put all my little pensions In to one pot! Great advice In an easy to understand way!

Jordan is amazing at her job too, friendly, kind and always gets back to you as promised! Fab firm! First class service! Highly recommended!

James is knowledgeable, trustworthy, and helped me achieve my financial goals.

He looks after both my pension and investments, giving me total peace of mind.

James and Jordan are a great team!

I would highly recommend!

James and his colleagues have made this an easy and so far mutually beneficial partnership with everything explained simply and in layman’s terms would definitely recommend them

After contemplating consolidating my private pensions for much longer than I should have, I finally got around to it last year. I’ve just had my 1st annual review with James and I’m very pleased with the growth of my fund, which even after paying the initial fee, has made more this year than probably the last 5 years in their individual pots. I’m on track to achieve my goals and have received advice further regarding ISAs as requested. I received regular updates of important financial changes during the year and know that I can contact him at any time for advice. He and Jordon made the transition easy and stress free 😊 I would recommend them with confidence.

James and Jordan deliver first class financial advice and support. I consolidated a number of Pensions into one fund after discussing the options with them and the follow up reviews are very thorough to ensure that my Pension plan is on course to meet my requirements.

I requested guidance on consolidating my multiple pension savings as I want to take early retirement. I am impressed with the professionalism and superb client support demonstrated by James and Jordan.

My husband and I received excellent advice and information regarding our managing of various pension schemes and repayment of mortgages with plans to retire in the future. We found James and Jordan so helpful, reliable and friendly and have benefitted hugely from their work on our behalf.

Lionheart have been my financial adviser for 6 months. They have provided excellent financial advice, have helped consolidate my pensions into 1 portfolio and have been very proactive in helping me think about all aspects of my financial affairs

I wanted to consolidate my multiple pension pots to enable me to pay off my mortgage and then plan my retirement. James talked me through my options put a plan together that I was very comfortable with that has enabled me to do this. I now feel I have control of my future with James advising me along the way.

Excellent service, would thoroughly recommend to anyone. James has made this process so easy and extremely helpful and have full trust in him consolidating all my pensions.

James has been a pleasure to work with. He has put my mind at rest and always responds back promptly if I have any questions and is always prepared to explain something if I don’t understand. James did a great job of consolidating my pensions and even found one I was not aware of. For the first time in a long time I feel I have more control over my future.

James and his team are brilliant. James went through all my issues honestly and was able to advise me. The team sorted all paperwork and made everything straightforward for me. James and the team were able to contact me at my convenience and were able to answer all questions I had before entered into any agreements. Very helpful and knowledgeable team.

James helped me to consolidate all my pensions in a cost efficient way. I can now plan that Light at the end of my pension tunnel.

James and Jordan have been so helpful, finding a number of lost pensions and consolidating all into one. I understand more about my pensions than I ever have and feel confident in achieving my retirement income with the plan that James has put in place.

James is great. He explains pension information and financial advice in a straightforward way, is honest and open. He’s exactly what I was looking for from a financial advisor.