Linda Tellis

Linda is very knowledgeable and skilled in her advice and makes good suggestions about possible changes required for our investments. We trust her advice and have confidence in the decisions we make together. We particularly enjoy our face to face reviews and find them very valuable for managing our financial affairs.

We have been dealing with Linda for a number of years now she is very friendly and skilled in what she does her advise is invaluable and she is always on top of our investments and any changes that may need attention. We would highly recommend Linda to anyone looking to get financial advice.

Linda has been overseeing our retirement allocated pension for over 9 years and the account has more in it than we started with after regular payments. Her advice has always been timely and accurate.

I had a phone consultation with Linda.

Linda advised me on a change to my investment which was a better investment and also asked me about the taxation claim that i was going to do but didn't because it wasn't beneficial in the long run. We spoke about my retirement and that I am going to work 2 days a week instead of full time after my LSL and I was going to take the 3 days LWOP but decided to take my LSL for the 3 days and work the 2 days until the end of 2025 (I think) I asked a lot of questions and Linda was able to help me with the answers.