Client Testimonials:

“They deliver a personal service. I like what they stand for – reliability and real independence”

Ray Davis, Retired General Manager of Dana International. Client since 1987.

“Over the years they have always reacted quickly and sensitively to our changing needs.”

Mike Chelton, Retired Director of CSM Impact. Client since 1994.

“I recognised KohnCougar from BBC2′s Working Lunch. They really demystify things. What could be a really dull subject becomes amusing and interesting.”

Paul Hobbs, Director of Bike Events, Bristol. Client since 1991.

Awards

Investment Adviser of the Year - FT Publications

Investment Trust of the Year Awards Panellists - Moneywise 2004, 2005

Presenter of the Year Rising Star - BESMA 2006

Britain’s 50 Most Influential Independent Financial Advisers - 2003, 2004, 2005, 2006

Sales Professional of the Year - BESMA 2005

Independent Financial Adviser of the Year - Financial Adviser