Testimonials
Read some of the feedback received from clients.She has always been easily accessible and willing to help and offer advice. She has a friendly disposition. I have never had any reason to question her abilities and would have no hesitation in recommending her.
Tasha Pullen has always given us sound and trustworthy advice and put our interests first. The support and service she has offered us has always been first class and we would not hesitate in recommending her to anyone.
I have known Tasha for a number of years now and cannot recommend her highly enough. As a newly divorced mom of two girls, it was so important for me to understand my financial situation and make good decisions for our future as a family. In addition to her financial wisdom and insight, Tasha off...
Investing in the markets involves some risk. There are times when rewards seem plentiful and periods when the funds fall below their original value. Tasha takes the time to explain this in detail ensuring her clients understand and are comfortable with their own individual level of risk. Individu...
Tasha Pullen is very friendly and puts you at ease immediately. She listens carefully to your needs and sorts out investments accordingly. A visit is always followed up with a letter which is great for clarity. She responds quickly to any further questions. I have no hesitation in recommending h...
Tasha is knowledgeable and has a great way of explaining the minefield of where to invest and why, I found her advice sound and trustworthy and would highly recommend Tasha to anyone looking for financial planning advice. The investment has already started to grow, and I am confident the options ...
Past performance is not a reliable indicator of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
I required advice and help with investing my pension, and I have also subsequently needed help with IHT advice. Tasha has given me bespoke advice on those pension funds and has made some suitable suggestions which will hopefully have long term positive effects on my investments. She has also made...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
I wanted to consolidate my pension accounts and receive advice and support on other financial planning aspects such as life insurance and will creation. I wanted to use a reputable firm with helpful Advisers. Tasha has been fantastic, making time to answer my questions and explaining things in ea...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
I have recently divorced and needed to review my finances. Tasha has reviewed my finances, pension plans and investments and has provided excellent advice to maximise my savings in a tax efficient way. I feel reassured that my savings are well invested and the regular reviews that Tasha undertake...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
Tasha has helped me with my private pension and general financial advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
Tasha helped with an investment review and adjustment. Reassurance during a downturn in the financial markets and responding promptly to my queries and questions
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
I have known Tasha for a number of years now and cannot recommend her highly enough. As a newly divorced mom of two girls, it was so important for me to understand my financial situation and make good decisions for our future as a family. In addition to her financial wisdom and insight, Tasha off...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
Had a lump sum to invest from my pension. Sound straightforward advice
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
I was due to retire from the police and took advice before retiring from the company Tasha works for. I found their communication and advice excellent and decided to remain with Tasha after I retired. Tasha is friendly, approachable, funny and her advice has been brilliant. She listened to what w...
From the outset Tasha has always sought to understand our needs and aspirations. Her advice includes options which are bespoke to our circumstances. Tasha has helped us develop a balanced financial approach to investments and pensions, whilst securing a long-term financial plan for our family. I ...
Tasha has taken a lot of care to listen to our needs and find the solutions and products to fit our unique financial position. The service has been a breath of fresh air as she is always available and flexible around our crazy schedules. I would not hesitate in recommending her to anyone.
Tasha has been great help both to myself and my mother. We have been given sound advice and help. I would not hesitate to recommend her.
Tasha provides honest and pragmatic advice seeking to listen and understand her clients’ current needs and balancing against future provision. In the unpredictable environment of market investment Tasha will deliver both good and unwelcome news in an authentic and understanding manner.
