As you are aware, my aged mother recently needed some financial advice. As I have used you in the past and being delighted in the (impartial) service you provided I had no hesitation in calling you.
It is testament to you that the advice you gave didn’t benefit you financially but was the right advice for my mother and for reason I shall always recommend you to everyone I know who needs financial advice… which is everyone!
With sincere thanks
By meeting Mel, both I and my husband were made aware of the open market option and because of our impaired health, Mel was able to more than double my pension income and nearly double Ivors, compared to the offers from existing pension providers. We were tremendously pleased! Phil and Ivor Evans, London.
Philomena Evans, UK
As a former IFA myself for all of 15 months, it took me a little while to realise that I could benefit from Sarah’s advice and am very glad I took the plunge. Sarah initially helped me with getting competitive quotes for increasing my life cover and accurately predicted that my health record – despite a positive outcome after heart surgery – would result in offers being withdrawn. Sarah then concentrated on arranging a much-needed boost to my pension with the consolation that my entire fund would be transferred to my widow in the event of premature death. Sarah’s positive and charming personality strikes the right balance between being proactive on behalf of her indecisive clients while leaving them with the space in which to reach their own final decision.
I have no hesitation in recommending Sarah as a really wonderful IFA!
Working as a financial journalist really brought home the fact that I should sort out my pension and protection arrangements and Radcliffe & Newlands were able to help me with what I needed.
Nick Huber, South East England
I was exhausted. It was, I have to say, quite a profound experience, which I am sure you gathered. I gave utterance to many things related to money that I had not done so before. In any case, thank you for the prolonged session (3 hours!). As ever your line of enquiry was exacting as it was demanding.
Andrew Wheatley, London
By meeting Mel, I was made aware of the open market option and because of my impaired health, Mel was able to nearly treble my pension income compared to my existing pension providers. Fantastic!
Kenneth Long, South East
Jason / Joanne,
You are the A team, for without whom this whole housing transaction would not have been possible.
I hope our recent lunch went some way to thanking both your efforts, but to summarize my sentiment, it was the consistent cool headedness, availabilty at whatever hour and out side of the box, constructive thinking, that stands you well aside from your peer group.
Thank you one last time from all my very happy family in their lovely new home.
Have a great weekend – from another im sure, very happy client.
Adam Hughes, Head of Intermediary Sales
Neptune Investment Management
This is just a quick email to say thank you to you, Jill and Joanne. Please could you let them both know how very grateful I am for everything they did for me leading up to completion on my house. It was touch and go til the last minute, but I honestly don’t know what would have happened if Jill hadn’t chased everything the way she did. Joanne too was extremely helpful and always called me back with answers to any questions that I had.
It has been an incredibly stressful time for me for lots of reasons, but I am glad to say that I am finally installed in my little house and almost all the boxes are unpacked. So thanks Scott for everything. You were so helpful from the first time we spoke – friendly, efficient and very human! All these things made a big difference to me, particularly because I was going through so much else during this period.
So thanks again. I will definitely recommend you and your team. Great work!