CONTENT HUB

YOUR SAY REVIEWS

“No problems”

“Details of the account and options are clearly laid out and very well explained.”

“Getting the service I need”

“Finding better interest rates and communication when issuing instructions of change of details and preference of content method I.E use of a new email address for communication’s. Generally all ok otherwise”

“I would describe the service that I receive from CPW as just about acceptable.”

“Good investment choices, a little late reducing UK weighting.”

“Always available when advice is required. Friendly environment with very pleasant staff.”

“Useful relevant advice, appropriate to our situation.”

“We have complete confidence in Peter and highly value the help and advice he gives us.”

“Good advice for children’s investments.”

“Really pleased with the overall approach and attention to detail. Improve? – give access to Voyant software so I can model when it suits.”

“Always available to give straight forward advice”

“All great”

“No one is perfect, so 4/5 is a high ranking position. It’s taken a too long to accept the bias toward UK investments is not where investments should have been the past several years. I would like to be able to see a more transparent investment performance assessment on the Transact site. Looking forward to seeing / hearing discussions regarding IHT and recommendations to mitigate recent negative impacts of budget on retirees.”

“They give us good advise. They always talk us through any concerns we may have.”

“You guys are client focused and true to your investment strategy!!”