Our Testimonials

Liz, Cheshire

What were the circumstances that caused you to look for a IFA?
I recently took early retirement in South Africa and was looking to invest those funds and future earnings in the UK.

How did Steve Holmes help you?
Assisted me with investment advice, setting up investment vehicle and forward planning for future income.

What is your current situation? Have you seen the outcome you were hoping for?
Yes. Steve took the time to actually listen to my requirements and circumstances then put together a plan that ticked all the boxes.

What could they have done better?
I cant think of anything Steve could have done better. He took time out to meet with me on various occasions and at times convenient to me. He was quick to respond and set things up and explained things in a way that I could understand .

Les, Lancashire

Steve has very good product knowledge and guided my wife and I through the various options to secure a good retirement. I was already aware of the recent government changes to pensions but did not realise to what extent we could benefit and maximise our choices. Steve brought more clarity to this and all visits were arranged around our schedule at times to suit us.

What could they have done better?
Can't really think of anything to improve the service.

Les, Lancashire

Steve has very good product knowledge and guided my wife and I through the various options to secure a good retirement. I was already aware of the recent government changes to pensions but did not realise to what extent we could benefit and maximise our choices. Steve brought more clarity to this and all visits were arranged around our schedule at times to suit us.

What could they have done better?
Can't really think of anything to improve the service.

Wayne, Cheshire

What were the circumstances that caused you to look for a IFA?
Had built up a considerable pension pot but felt that previous pension company just weren't offering the kind of service i now required.

How did Steve Holmes help you?
Steve looked at the various pensions i had built up and then recommended how to bring them all under one roof + Steve set-up the new pension fund / handled the transfers so it was less of a headache for me.

What is your current situation? Have you seen the outcome you were hoping for?
We are just waiting for the transfers to be finalised & then Steve & I will sit down and discuss investments.

What could they have done better?
Cannot find fault with any way the whole thing has been handled so far so can't comment on improvements.

Ben, Lancashire

What were the circumstances that caused you to look for a IFA?
As a first-time buyer, acquiring a mortgage seemed complicated. However, Steve, recommended through the family, made the whole process as easy and effortless as possible for me.

How did Steve Holmes help you?
A fabulous 2 year fixed rate was arranged, better than anticipated, and more than manageable for my current financial circumstances.

What is your current situation? Have you seen the outcome you were hoping for?
When its time for renewal, I know who Ill be calling! By providing such a personable and committed service, along with his expertise, I couldnt recommend Steve highly enough.

Ben, Lancashire

What were the circumstances that caused you to look for a IFA?
As a first-time buyer, acquiring a mortgage seemed complicated. However, Steve, recommended through the family, made the whole process as easy and effortless as possible for me.

How did Steve Holmes help you?
A fabulous 2 year fixed rate was arranged, better than anticipated, and more than manageable for my current financial circumstances.

What is your current situation? Have you seen the outcome you were hoping for?
When its time for renewal, I know who Ill be calling! By providing such a personable and committed service, along with his expertise, I couldnt recommend Steve highly enough.

Jacky, Berskhire

Steve took the time to understand my circumstances, I did a questionnaire to identify my attitude to risk and I was comfortable that I was being sensibly advised. He explained the charging regime to me and I know that I never pay money via his company, but always directly to the investment organisations. I have on-line access to my portfolio so I can review it whenever I want and Steve will answer any questions that I have, usually on a same day basis.He helped me see that I had been poorly advised previously and was instrumental in the successful recovery of my full investment, with compensation from my original investment advisers. He has since helped me with a serious financial issue within my family, meeting and talking with my relatives on my behalf. I trust his judgement and have no qualms in recommending his company to others.

What could they have done better?
I would probably like a once a year face to face meeting, but I have not pushed for this because I live at the other end of the country to my adviser. The benefit to me would be that I would have to prepare for the meeting by fully reviewing everything, it's so easy to just drift along month by month.