Personable, financial advice which allowed me to grasp the more complex aspects.  Highly recommended!! Excellent handling of the delicate topic of inheritance tax.

Helped me to plan for my future by ensuring I am raising my ISA over the coming years.

From private healthcare and life insurance to ISA's and pensions, Ophir has been supporting us through it all.  We feel comfortable knowing our financial needs are being delivered on.

Mr Lethbridge arranged a tax replacement for me on investments I had no idea existed.  His assistance to my wealth management requirements is entirely professional and attentive.

Ophir's friendly and easy to understand manner helped me translate complex financial investments.  Ophir reduced my tax burden through pension contributions. I highly recommend.