Our Clients say ~

QuotationMarksLeftMel Harris in Worcestershire
Jan helped me weave my way through ‘gobbledygook speak’ of the financial world. This helped with my decisions. Jan is a warm non-pushy adviser with none of the ‘hard sell’ techniques that I have endured in the past.

QuotationMarksLeftRichard & Jackie Hill in Bristol
Jan has looked after to us over for so many years. To include advice for Parents nursing costs, our every day financial needs,our pensions and trusts for our Grandchildren, leaving us without any financial worries through sickness and health.
I am not very good at putting into words the help Jan has given us and look forward to our next meeting to ensure every thing is as it should be.

QuotationMarksLeftPat & Dermot Lee in Devon
Jan has been our Financial Advisor for more than 20 years which says a great deal. Even though we now live some distance from her it makes no difference to the service we receive. It is always prompt, helpful and efficient. We struggle with the minefield that is the world of finance today but Jan always finds a way of making it understandable and accessible and she has guided us in a friendly but totally professional way and we have been entirely satisfied with the service we have received.

QuotationMarksLeftRita Harrison in Herefordshire
I found Jan Oliff in 2012 after searching for a Financial Adviser who had particular interest and expertise in Ethical Investments.
I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable. I imagine that I have a very small portfolio compared with many investors but, nevertheless, Jan has always treated me and my investments in a helpful manner and has been generous with her time. I have been pleased with the returns of my investments in the relatively short time they have been invested under her guidance, and would recommend Jan to anyone who wants to find out more about investing ethically.

QuotationMarksLeftSteve Porter in Weston Super Mare
Solicitor, Bristol
I have received prompt and invaluable advice on pensions and investments and have no hesitation in recommending her to my clients for her firm’s personal and professional services.

QuotationMarksLeftJohn Meredith in Failand, Bristol
I have known Jan for over ten years and have always found her to be trustworthy and reliable.
Her advice has always been appropriate and honest.
I would have no hesitation in recommending her to others.

QuotationMarksLeftDavid & Sarah, Birmingham
Above all we have really appreciated the impartiality of the advice given by Jan and that, coupled with the unfailing professionalism, means that we never hesitate to recommend her to family and friends.