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What Our Clients Say

"Michael Roberts has been helping us to take care of our finances for many years.  Initially from our home in Bourton on the Water, onto a six year stint living in the South of France, and once again now that we’ve moved back to Cheltenham.  None of this would have been possible without Michael’s guidance.  We have our cottage in Bourton and two other properties which he has mentored us through buying and letting and now that we have retired, we feel we have a very manageable and rewarding portfolio to enable us to enjoy our lifestyle.  We feel that with Michael’s support we are able to project ourselves into a long and prosperous future without anxiety or worry."


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"Michael understands what’s important to us and guides and advises us according to our values, offering something very different to the mainstream Financial Advisers. He is empathetic, professional and extremely informed about his offerings and we feel extremely privileged to have him on our team."


Maggie and James Minter


Clients since 2006

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