Client Feedback

Paul

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“We recently concluded a property purchase and that is why we encashed some funds. In the course of that transaction, we also dealt with other financial bodies and you were the outstanding exception in doing what you promised without fuss and within the timescale promised.

So this is just to say thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”

Edwin

“Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me. I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon! Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.”

Lance, Hertfordshire

“Ben has been very helpful giving unbiased advice and making valid suggestions, and been a help when I started my business too. He has put me in contact with some other specialists that have been a great help too.”

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“Ben and his colleagues (particularly Andrew Willis) have lovingly looked after my finances for many years now and have been great in organising pensions for myself and my wife; a remortgage; life insurance and savings plans. This has been quite a difficult job for them given that I work in an industry that is subject to regular and often unexpected upheavals, and my income has not been consistent over the years. I particularly like the personalised service, and the deep understanding of my personal situation and finances as they have changed over the years.”

John