企业入驻搜索写评价分类关于
简体中文English

Claire Walton

英国

2 评价
0 被浏览
0 有帮助

2 条评价

TallRock Capital

Fun and finances can mix!

I have felt since the first meeting that I now have a direction with my financial planning, and therefore, more in control and at ease with my control over money. Whilst I am cautious by nature financially, I have lived a flamboyant life, but working with Rebecca and Maelle has made me feel proud of that life but balance it with some security for the future. I also feel that financial planning is fundamentally psychological in scope- it is about fears and feelings, change and our emotional capacity to deal with that. So, the personal warmth, kindness, and genuine attention to the details of my life that I have felt every time I have met with Rebecca make this a friendship as well as financial advice.

2026-01-27已认证
TallRock Capital

Financial advice that is comforting and clear.

From the very first point of contact, the communication, but more importantly, the understanding and kindness, from Rebecca and her team have been excellent. Investing in your future can be a highly emotive process made easier and possible by people who demonstrate clarity of thought, clear knowledge, experience and empathy. I have not only found the process to be simple and beneficial, but also enjoyable.

2025-05-21已认证