in your
WORDS
Here are some examples of what our clients think of us.
What were the circumstances that caused you to look for a financial adviser?
I’m about to retire and needed help with two of my work pension schemes.
How did Mark Smallwood help you?
Mark was more than helpful in explaining my options and setting everything in place for me to make the right choices. He acted on my behalf dealing with the pension providers concerned and achieving the best possible outcome for me.
Have you seen the outcome you were hoping for?
Yes, he helped when things got complicated, sorting things out efficiently and professionally. I’m very happy with the results he has achieved for me.
What could they have done better?
I don’t think Mark could have done anything better, I’m very happy with the help and advice he has provided me with.
Thank you Mark, in particular for your patience and persistence with the company pension providers.
What were the circumstances that caused you to look for a Financial Adviser?
Wanted to understand our options re buying a property before selling our current property and need to find a lender who would meet our needs
How did the financial adviser help you?
Provided great advice on options and helped us through all the process and application forms. He did all the hard work re forms and accuracy of completion.
What is your current situation? Have you seen the outcome you were hoping for?
Absolutely. I will use Mark again for other areas of advice and have recommended him to others
What could they have done better?
I do not think Mark could have done better. He was brilliant at all stages
What were the circumstances that caused you to look for an adviser?
Looking for the best rate mortgage on a shared ownership property
How did Bob Gibbs help you?
Bob found us a great mortgage deal and was able to advise us. He also found us income protection and life insurance.
What is your current situation? Have you seen the outcome you were hoping for?
Yes we are very pleased with our services and products we now use.
My circumstances were unusual in that I had an existing pension pot but wanted to use some of it to purchase shares in a property as part of my own business. Mark investigated all my existing investments and was able to advise how best to undertake the share purchase.
In addition, he discovered I have been paying well over the odds to my previous IFA for the level of services I have been receiving and so I have moved all my investments under his umbrella and in doing so I am now and in the future getting substantially more of a return on my investments
Not only have I seen the outcome I was hoping for as regards the share purchase, I have also found myself better off moving forward as I am paying far less in commission than previously.
Mark did all I asked and more. I am not financially “savvy” but Mark was able to explain what my options were, set out why he made the recommendations he did and carry out all the transactions with the minimum of effort required on my behalf. I cannot recommend him highly enough
What were the circumstances that caused you to look for an adviser?
I became a self employed contractor and wanted to set up a private pension
How did Robert Jordan help you?
Robert took me through the options of the various pensions available and helped me choose the right one for my circumstances.
What is your current situation? Have you seen the outcome you were hoping for?
As it’s a long term investment, the final outcome is still yet to be determined for my available pension, but I fully expect the long term results to hit the values I am expecting.
What could they have done better?
At this moment, I don’t think Robert could have done anything better. I got the advice I needed and what I hope to be the best pension I need. When we do the yearly pension review we can discuss it’s current performance and then if necessary change things then.
What were the circumstances that caused you to look for an adviser?
I wanted to maximise my pension and understand how best to get the most of it in readiness for retirement
How did Bob Gibbs help you?
Bob recommended that I move my pension fund to achieve a better opportunity of return but with less risk than the one it was held in at the the time of the review
What is your current situation? Have you seen the outcome you were hoping for?
so far so good!
What could they have done better?
Bob does a very good job, provides sound, practical advice and his knowledge builds trust. He was well researched and unlike others who have said plenty, he delivered, which is extremely important. Keep up the great work
Being let down by another adviser badly.
How did Robert Jordan help you?
Solid advise in a down to earth friendly knowledgable manner.
What is your current situation? Have you seen the outcome you were hoping for?
Yes thanks to Robert
What could they have done better?
Im very happy with result
We can move further towards ‘estate planning’, thinking about our needs in later life and our Daughter’s future. Thanks to the searching questions you posed.
I am so pleased that we have made such a strong connection with you regarding the planning of ours and our Daughter’s future. We really value your honest and sincere way of working with us.
We have certainly got the products that meet our needs, and have confidence in Omar’s recommendations.
What is your current situation? Have you seen the outcome you were hoping for?
Better than ever expected, the recommendations have now been taken forward and I now have a pension plan that really suits my specific needs.
Omar was very clear from the start that he would provide a thorough review of all our financial products. Omar is professional and was able to consolidate all our data into clear, concise information. It was evident from our initial consultation that Omar would be able to help us achieve our retirement goals.
Omar is a very knowledgeable, intelligent hard working financial planner. We had friends who recommended using a planner but we were initially put off by the expense, however, we have already seen financial benefits. Omar was able to answer all our questions and provide us with invaluable advice, he replies immediately to emails and we are confident that with his support we will have a financially secure future.
Omar reviewed my policy and suggests several alternatives that would suit me better and in fact save me money. Omar explained the policies and procedures to me. I am not as financially savvy as I would like to be and Omar took time to explain everything to me to make sure I understood all the facets and all the policies on offer.
I am very happy that Omar has not only saved me money but also that he has found me a more suitable policy. I will definitely use Omar again in the future.
Omar could not have been more friendly and helpful. His approach is also very engaging and I cannot recommend him enough