Who do we help?
Most individuals and businesses need financial advice at some time. We deal with all types of clients; from those wishing to invest a small amount into a pension or ISA each month to multi million pound investors; from those wishing to provide a modest amount for family protection in the event of death to those needing a £5 million life policy for Inheritance Tax purposes; someone looking to retire and take benefits from their pension plans to somebody looking for their first mortgage.
These are examples of just some of the areas on which we provide advice for our clients. There are many other possible scenarios, some that we deal with regularly and some that we only come across occasionally. Whatever your financial needs we will try to advise and on the rare occasion where we are unable to we will point you in the right direction.
As part of our ongoing relationship with you as a client we like to know if we are maintaining the levels of service that you expect from us and that we expect from our advisers. As part of this we ask clients to fill in a Client Satisfaction Survey and for their comments, which can be provided anonymously if preferred. We constantly monitor the feedback from these surveys to ensure that any concerns are dealt with and to make improvements to our procedures as necessary.
The following are some comments made by clients on these surveys:
I was having great difficulty sorting out the transfer of a pension. This difficulty was lifted and quickly sorted by Michael. What may have taken me a great deal of time and effort was dealt with quickly and professionally.
Mrs E, Cockermouth
Mr Conroy is very approachable and always willing to offer advice and assistance with difficult decision making regarding my finances.
Mrs T, High Harrington
Although the advice and service I needed was not a large amount in financial terms I felt very respected by Rob and am very grateful for the time he afforded me.
Mrs H, Maryport
Read more client testimonials.