CONTENT HUB

YOUR SAY REVIEWS

Keeping me upto date.

I like the approach to investment and the performance. I am yet to receive proper info backs covering all my investments and their performance. Follow up on important points discussed in meetings could be quicker.

We receive a highly personalized professional service from Peter Wicks. We have established great confidence in his expertise and ability to help us navigate our financial futures.

We are very happy with the excellent personal service provided by Edward Lewis-Smith. The clear graphics, showing the extremely satisfactory performance of our portfolio over the last 12 months, was very well presented and explained at our annual, in person, review.

Paul,
Over a number of years Fiona and I together with our Trustees, have enjoyed your work for us and the trusted advice that you have given to us, beginning with Graham Fidoe at Morton Wilson. We thank you so much for the partnership that we have enjoyed, and wish you well as you move on into your new position.

Kind regards,

Fiona and Geeoff

Codie is an excellent RM. I can tell she’s had some great training and an amazing mentor!

Very helpful able to answer all questions

Always very quick at replying to all my concerns.

You are on top of my financial situation and are proactive with your advice

I’d like reviews every quarter or six monthly not annually. Hard to feel my investments are actively managed if only chat annually. Not everyone uses Teams so sending through a time/date slot without saying what /when it is to my yahoo account is a faff. Your fees at 8% are extortionate – my account is simple and doesn’t need much managing. 8% is extraordinarily high.

Great people to work with, and very transparent.

We are very happy with the excellent personal service provided by Edward Lewis-Smith. The clear graphics, showing the extremely satisfactory performance of our portfolio over the last 12 months, was very well presented and explained at our annual, in person, review.

Professional service, clear advice

In our busy lives, a meeting with Codie always gets us to take a moment to reflect on what’s really important to us. We really appreciated the challenge this year to get us focussed on making life count! Thanks so much to Codie, Naomi and the wider team for looking after us so well.

Great connection with our relationship manger who always exceeds our expectations.

Always available and very helpful