SUSAN, MAR 25
“Much improved communication”
1 Reply:
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Reviews 1586
4.55
5 *
975
4 *
515
3 *
82
2 *
10
1 *
0
“Much improved communication”
“Great team to work with”
“Always professional, everything explained fully in a relaxed atmosphere.”
“Not had many years of experience to comment fully.”
“You have done well to keep the service personal, especially Simon. The links between other parts of CP such a personal tax and trust planning could be better – I feel that one person should help me coordinate these elements.”
“Very pleased with the level of care and support shown with our investments”
“Friendly and helpful and there when we need them. Also able to explain complex issues so that we can understand them.”
“Service from the wealth team is second to none. Genuinely good people who have my best interests at heart. Over the last 10 years or so, I have developed a relationship with Peter and Sam that means a great deal. However, improvements could be made in the tax dept.”
“Excellent all round. Great at knowing where to invest our money to get better interest on our money.”
“We’re satisfied that CPW are looking after our money and keeping it as safe as possible. We’re very happy with the relationship we have with Peter and appreciate our annual meetings and any interim interactions we have with him.”
“Kept us in profit and informed in a personal and friendly way”
“Great leadership and advice from Ewan and a very professional team around him.”
“You have done well to keep the service personal, especially Simon. The links between other parts of CP such a personal tax and trust planning could be better – I feel that one person should help me coordinate these elements.”
“Peter clearly explains our wealth portfolio and answers our questions knowledgeably.”
“Peter and his team have looked after us for a number of years. We value his expertise and advice, together with his unfailing courtesy and good humour.”
“We have a great relationship with Ed & Darcy. They always provide the information & help we need.”