Testimonials

• “I’d like to provide feedback on Chris Hinde who has been dealing with our Junior ISAs and pension death nomination forms etc following our recent review. I have been extremely impressed with him and the level of customer service he has provided. He has been very polite, efficient and extremely thorough to ensure that all bases are covered and things go smoothly. He clearly works methodically and is very thorough with great attention to detail, going above and beyond. Examples include he had anticipated questions I asked and sought answers beforehand in order that he was able to deal with any queries; he offered to send a prepaid envelope for me to return signed forms back when I said I’d prefer to send hard copies opposed to scanning; he offered to look up the relevant bank address following branch closure to save me doing it. Individually, they may seem small things, but these are the things that really make a difference and make things easier for the client, they also inspire confidence that things are being handled efficiently. Chris is clearly an asset to your company and credit to you!”

• “Josephine has been fantastic throughout the entire process and will be highly recommended by us for anyone requiring anything personal/housing related. We realise you must have put in a lot of work above and beyond office hours as well, and we are extremely grateful for this. We couldn’t have asked for a better adviser!”

• “I have known Simon for many years in a professional capacity and have referred many clients to him for financial advice. I have found him to be a good listener, and easy to talk to. He has integrity, a caring attitude, as well as being thoroughly knowledgeable on the financial planning advice. I have had good feedback from clients who have had advice from Simon. I would highly recommend him.”

• “Dear Mr Roddis. We thank you for your advice and would have no hesitation in recommending you. We were extremely satisfied with the service and we wish you every success in the future.”

• “I have now sought financial and investment advice from Simon over a significant number of matters, both my own and those of clients. On every occasion I have been really impressed at his professionalism, clear explanations and straightforward approach to every situation with which he has been presented. On each occasion he has always provided excellent service in a thoroughly genuine and helpful way. The whole world of pensions, investments and tax is a very confusing one but he has proven to be a very able guide and navigator within it, to both myself and others for whom I have enlisted his help.”

• “I have finally made a decision regarding my pension. After an awful amount of careful thought and consideration I have now decided the right option for me. Going through the process has enabled me to come to an informed decision; one that I can live with in the longer term. I would like to thank you and your team for your professionalism throughout the process.”

• “Josephine, just a very quick email to thank you for your help in dealing with the equity release against my house, for providing guidance and asking all the pertinent questions and answering my questions succinctly. Very much appreciated.”