"Owning a small business, we needed guidance with our finances; through our accountant we meet Maryann Pratt from Professional Investment Services. Maryann has helped us on many levels including advice on the most appropriate insurance policies & investments. She has personally prepared an investment portfolio for us which she keeps an eye on and regularly reports back any changes required. We feel comfortable bouncing investment ideas off Maryann & know we will get sound advice through her experience, qualifications & access to the best & up to date research. Maryann is always friendly and approachable & keeps us focused on our end goals. We trust her financial advice."
B & S Jones
"After a thorough assessment of my short term and long term financial needs, Alison provided a comprehensive investment service that was tailor made to meet my requirements. Her follow-up is brilliant, and I am happy to recommend her to anyone wanting a Financial Adviser"
Jacqui
"Alison is very knowledgable, professional and easy to understand because she doesn't use technical financial language. If I ask Alison to do something, she does it immediately and provides feedback."
Joy
"Alison was introduced in the first instance to review our Sickness/Accident policies, she came back with a far better policy than the one we had in place, to suit our personal/business needs. Alison explained clearly the reasons why our old policy didn't fit our needs and why the new one would.
We have since used Alison for her expertise in long term investments, and the options she suggested we were very pleased with. The portfolio Alison prepared for us on the investments was brilliant. Alison didn't bog us down with boring information, just easy to follow return figures and clear upfront information about the companies which made the decision to invest very easy. Thanks for your friendly down to earth approach Alison."
Jim and Elaine
B & S Jones
"After a thorough assessment of my short term and long term financial needs, Alison provided a comprehensive investment service that was tailor made to meet my requirements. Her follow-up is brilliant, and I am happy to recommend her to anyone wanting a Financial Adviser"
Jacqui
"Alison is very knowledgable, professional and easy to understand because she doesn't use technical financial language. If I ask Alison to do something, she does it immediately and provides feedback."
Joy
"Alison was introduced in the first instance to review our Sickness/Accident policies, she came back with a far better policy than the one we had in place, to suit our personal/business needs. Alison explained clearly the reasons why our old policy didn't fit our needs and why the new one would.
We have since used Alison for her expertise in long term investments, and the options she suggested we were very pleased with. The portfolio Alison prepared for us on the investments was brilliant. Alison didn't bog us down with boring information, just easy to follow return figures and clear upfront information about the companies which made the decision to invest very easy. Thanks for your friendly down to earth approach Alison."
Jim and Elaine