CONTENT HUB

YOUR SAY REVIEWS

“Happy with communication and investment advice.”

“We have been given all the information we need, Tom and his team are very quick at responding to any requests.”

“We are happy.”

“Your service is too impersonal, and are often quite irrelevant to me.”

“Brendan is very proactive and available whenever we need advice. It’s reassuring to feel that he understands our circumstances.”

“Because David is brilliant!”

“I’ve been really impressed with the knowledge, care and proactivity of Codie and the wider team at CPW. It feels like they’ve taken the time to get to know us and our goals so they can provide helpful and timely advice. I was particularly impressed with the bespoke planning and advice towards the end of the tax year to makes sure that we’re making good decisions wrt allowances, etc.”

“Good results from our investments and clear information and advise.”

“Very happy with the advice I’m getting, you are answering the questions I’m asking and listening to my concerns about our finances.”

“Being used to dealing with individual people in a small company I find your impersonal approach to some emails quite inappropriate for my needs. I feel I am just a person on a mailing list not an individual.”

“Codie and Caroline have been absolutely fantastic since we joined as clients. Codie really understands us and has helped us feel empowered and confident in managing risk and planning our futures.”

“All round excellence.”

“Good personal help.”

“I feel that communication could be improved. I do not get responses to emails that I have sent.”

“The service is good and has been maintained. I was a little surprised about the fee changes. This was not made clear when we transitioned from our previous advisor who had joined CPW and could gave been signalled better.”

“Peter has advised and supported me.”