Michael Theobald, Grantham

14 Jan 2019
What were the circumstances that caused you to look for a Financial adviser?
The need to consolidate and organise investment of our pension funds.
How did James Espin help you?
In every way regarding organisation and getting the best from our investment of our funds.
What is your current situation?Have you seen the outcome you were hoping for?
Yes so far very good.
What could they have done better?
Nothing he hasn’t already done.

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your wills and trust requirements

Read more

Helping you through the maze

So why choose us over the guys next door?

Why us?