All Testimonials


"I have always found Yolanda's work ethic and conversion of enquiries to appointments to be outstanding, give her a task and she just gets on with it, which is what I have always wanted as it allows me to concentrate on other things."

Glen Newell, DipPFS - Independent Financial Advisor

 

"Since working with Yolanda my activity has vastly increased and her efforts have allowed me the time to focus on other key areas whilst she fills my diary. Without exception clients have commented in glowing terms about Yolanda’s professionalism and warm, inviting style. My diary management and other administration has never looked so healthy!"

David Smith, Independent Financial Adviser

 

"I am a busy mum and IFA. Consequently, if I wasn't seeing clients in the evening, my priority is to spend time with my family. However, there was always the need to spend time on the phone to try and keep activity levels up, which I found very stressful, and actually resented, as this kept me away from spending time with my children. I can honestly say that using Yolanda's services has changed my life - sounds a little dramatic - but it is true! Now, I am either out seeing clients, or I am at home with my family, knowing that Yolanda is filling up my diary. Not only that, but Yolanda pays attention to the geographical locations of my appointments, to make the most efficient use of my time. I think it is called having a good work / life balance. Thank you Yolanda! "

Rachel Legg Independent Financial Adviser