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Helen James

I first met Steve in 2010 when he worked for his previous employer. I had received a sum of money that I required some investment advice on and was looking for impartial, whole of market advice. Having little investment experience I was extremely cautious about making a decision with where my money was to be invested. I had met several financial advisers prior to meeting Steve, however after meeting him I felt totally comfortable in trusting him with what was a very big decision for me. Since then I have met Steve regularly to review my financial affairs, and when he changed employment to David Allen I was more than happy for him to continue to look after my money, in fact I wouldn’t have it any other way. He has reassured me throughout the recent market uncertainties and has also introduced me to other professionals to look after my tax affairs. I would have no hesitation in recommending Steve Balmer to other people seeking financial advice.