His clients regularly say he is personable, has high integrity and is an expert in his field.
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Roger and Penny Owen (Jan 20, 2011) |
Cleve is the best advisor we have had in years, he gave us sound investment advise, accepted our worries and observations with equanimity and always with helpful advise, this was when we had a business life.
We now have a life of retirement which thanks to Cleve’s help we are enjoying he has made sure we are in a sound position to function financially we have survived the recent downturn and because Cleve is so reliable and offers such a good service we have moved other investments to him which have in a matter of months have shown an improvement, which was lacking elsewhere
We have no hesitation in recommending Cleve to any prospective client as he is not only diligent but has that very special integrity so lacking in these modern times.
We will now continue to search through our other investments to ensure that we are able to take his advice on them and to make them as sound as possible.. |
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Shelley Gilbert (May 11, 2010) |
Cleve has been my financial adviser since the set up of my company in 1993. His guidance has been invaluable and has always had my interests at heart. He has never pushed or over-stretched. He quickly interprets your level of 'caution' and gently encourages you to be a little braver when dipping your toe in the (financial) water. Cleve has encouraged me to develop a very healthy portfolio of investments and I have had no hesitation in recommending him to many of my friends/colleagues. A lovely, lovely man, who I now consider to be a very dear friend. |
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Yvonne Ellis, (April 27, 2010) |
I found Cleve to be somebody I immediately felt at ease with...trusting him to act on my behalf in all matters financial at a difficult time in my life. Without doubt he understood my situation and acted with integrity, always with my best interests a priority. I can highly recommend him, and feel safe in the knowledge that I have found a financial advisor I know I can trust. |
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Joe Higginson (July 2009) |
Cleve has helped me as a financial advisor for a number of years and I have recommended him to friends and colleagues. He is always extremely helpful and knowledgeable but in no way pushy when discussing financial options |
Cleve offers excellent advice using a straightforward investment process and offerings |
I have always found Cleve to be a knowledgeable and patient financial advisor, taking time to explain products carefully and in a balanced way so they are clearly understandable. He is highly personable with a good sense of humour and Cleve takes a strong interest in the family, not just your own situation |
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