Hi, I'm Toby.
Great to meet you.

"There is nothing that Toby wouldn’t help me with and he makes it seem easy. The fact I feel like the only client at the time speaks volumes. I’m worry free. Toby takes the worry out of all of it. In my situation, I could not ask for anything more."

“I’ve had far better implementation dealing with Toby that I’ve previously had if I’ve been speaking to someone else. I’ve always been wary of consultants and would put financial advisers in the same bracket. Toby listens and it all comes down to that. [By listening] he can give better advice.”

“Toby is a good listener and I noticed straight away that this is a big plus point in the relationship. I was quick to understand the level of knowledge needed and because Toby listened well, he engaged with what I wanted. Toby then came to my house and met my wife and did an assessment of my and Lucy’s attitude to risk. We had regular meetings and set up our investment. The relationship has gone very well. Toby doesn’t bother me if there is no need. I always feel he’s available if I need him.”

“Toby was very keen about meeting people face to face to get to know me. I was moving around and had no fixed accommodation. He took time to listen and was good at hearing what I said. I was happy to let him get on with it."