Client Testimonials

What clients have to say about working with us

If you click on the Adviser ratings 'Reviews' button (top right) you'll read our client reviews.

Adviser Ratings is an independent review site with a transparent online platform designed to empower customers and provide a valuable independent mechanism of consumer feedback for the industry.

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Clare Schwartz

"When I first approached Lyle (about seven years ago) I found that he listened with interest to hear about my circumstances and needs.
Without the condescension or forceful superiority I encountered with
other planners I had already spoken to.
Over the years I have always felt I could approach him with concerns or questions and he has follows up on requests I have made.

Lyle stays in regular contact, advising me in advance, of trends I should be aware of and keeping me up to date on matters that affect my investments. I have found him to be thoroughly professional and trust his judgement"

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