CONTENT HUB

YOUR SAY REVIEWS

The increase in funds really suprised me in a good way. I wasn’t expecting by how much it has increased

Just great service and a real understanding of what I need. I appreciate that you don’t take too much of my time talking me through things I already understand!

Dealt smoothly with transition from Future Perfect. Realistic recommendations. Keeping communicating to a minimum.

Great customer management from Brendan. Easy to get on with, clearly communicates, doesn’t bamboozle with facts and figures. Positivity growth results since we have moved across. Confidence in the advice. Good value compared to competitors.

Thorough annual (9 months in fact) review tailored to my needs. Decent growth of my portfolio. Peter has a great approach / manner.

For me you are everything I was looking for in a financial advisor .

Great personal service & understanding of our objectives !

Excellent service as always from Peter Wicks and his team.
Cannot think of anything that needs improving.

The information and guidance I receive from CP is excellent. Whenever I contact Marie Smith, who looks after my portfolio, her quick response is always so valuable. Any contact is done in a very professional but friendly way.

Happy with the service and accessibility of Brendan.

Generally a very attentive professional service. I believe jointly we need to develop our conversation to include a discussion around are we spending our wealth fast enough to avoid significant future IHT liabilites

Brendan Scally is an excellent adviser . He has listened & understood our situation & supported us in our financial decision making .

We missed the statutory reporting deadline with companies house.

It would be helpful if the audit team could introduce themselves at the start of the audit. At times, we are not aware when team members have arrived or left for the day. Improving interpersonal communication would enhance the overall experience.

Good service at partner level but too many changes at a more junior level.

You pointed out how to use the tax free pension cash th save inheritance tax. Overall the advice you give is helpful.