Testimonials
Read some of the feedback received from clients.Shauna Speight has been actively involved in the management of my financial affairs since 2014, and since that time, her guidance has been nothing less than examplary. Her knowledge of financial markets, her tireless support and her self-deprecation are rare hallmarks of a professional, and Shauna p...
Shauna always gives sound financial advice which takes in to account my lifestyle, aspirations and attitude to risk. Her support is amazing and she is always quick to respond to any queries. Her advice and guidance is invaluable.
I first met Shauna at the Lancashire Secondary Headteachers’ Conference. When I decided to take early retirement in 2019 I approached Shauna for advice and potential investment. She was personal, professional, caring and understanding. Shauna tailored a financial plan that would maximise and maintai...
We greatly appreciate knowing our financial adviser as a friend, Shauna knows about and cares about our family. Part of her 'secret' is the individual care she gives to her clients and she has a real personal commitment to improving our financial situation.
Always been very helpful and explained everything so it was easy to understand. Listened to what we needed & what we could afford. Her advice is invaluable.
I have no hesitation in recommending Shauna to anyone. Her advice and support, from initial discussion, all the way through to detailed retirement planning, has been exceptional. Her personal, yet thoroughly professional, manner has given me confidence and clarity in what the future holds.
Shauna was highly recommended by a head teacher colleague, following a presentation she gave at our conference. What impressed me was Shauna’s integrity, honesty but above all, her speciality in teacher’s pensions. After several meetings, I feel completely confident in Shauna providing solid advi...
Shauna has been an exceptional adviser. The service & support have more than met my needs. She has ensured that I fully understand any risks & benefits before I make any decisions.
Shauna has provided an excellent friendly service and goes out of her way to answer questions in way that is easy to understand.
We have always found the personal, trustworthy and friendly advice to be invaluable. Shauna’s service is second to none.
Shauna has always given trustworthy advice and been so helpful. She has made so much effort to find out about us as individuals and about our lives. I wouldn’t hesitate to recommend her.
The information has always been relevant and accurate. The personal service has been far superior to more internet/telephone services.
The advice given to me has always been excellent and the support given after investment extremely good. I like her knowledge of teacher pensions. We have returned to invest a second time.
Shauna guided me towards a fully informed retirement. She was not pushy, or too demanding and gave time to think before making any investment. I found her professional and patient throughout the whole process. I would not hesitate in recommending her to anyone and indeed have already done so.
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Shauna is fabulous! Takes the time to get to know and understand her clients. Great advice and she always leaves us feeling confident about our future.
As always first-class personal service from Shauna. At the end of the phone when needed. Nothing is too much trouble. Kind and courteous, friendly service.
Approachable, helpful, fun and obliging. Thank you Shauna.
