" Truxo Investment's approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much better than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain. "

" Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Truxo Investments has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Truxo Investments sooner! "

" Jeremy is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. He is pro-active where the others were not, and has made us focus on our plans for retirement - a huge achievement! He intends to make his business grow here in the Borders, rather than re-locate to the city, and that makes his company additionally attractive to us.