Wilson Ter

We can recommend Wilson for a very simple reason. You ask a question and Wilson will give you a direct answer but also looks at options that may affect your strategy. When you leave him you feel totally satisfied and confident of your move forward.

I was very reassured by my recent annual review. Wilson used the screen and whiteboard effectively to show how my investments work and answered my questions with patience and clarity.

I have nothing but praise for Wilson. Thank you.

Having transitioned into retirement and needing to establish a working financial plan to meet our needs, I found Wilson provided plain English explanations and sound advice. My wife and I were taken through examples and directions which suited our needs, we feel very confident and secure with our investment strategy and the advice provided.