CONTENT HUB

YOUR SAY REVIEWS

“Constant advice when needed coupled with reassurance when things are a bit in turmoil.”

“The transfer from transaction to the CPW platform which I believed would be straightforward has taken some time and has left me very unsettled wondering if it was a good decision to allow the move. Unfortunately I am also now using the CPW app and sudden downwards movements have caused me some alarm. I do not know when everything will be completed. Better up front information and more communication could have helped.”

“As someone with ‘number blindness’, Ed always explains everything very patiently with graphs so I understand the facts and figures. He is always knowledgeable and reassuring. I leave our meetings feeling confident that our investments are in the right hands.”

“Very happy with CP. Reason I haven’t put 10 for recommending to friends and family is that I don’t like recommending any financial services to friends and family, not because of any CP shortcomings.”

“The financial advice makes sense and the mechanisms work for us. We have a good relationship with our advisor and, since joining CPW, you keep us up to date without ‘spamming’ us. Good job.”

“In a complicated world of finance and investment, everything is explained thoroughly. There is a good understanding of my needs and how they can be supported. I feel confident I am getting the correct advice.”

“Staff give explanations at my level of understanding as to how my portfolio is doing and they give clear advice on any suggestions/questions that I might have. Ed is very approachable and helpful.”

“Peter is fantastic.”

“Paul: Approachable always there for us gives us confidence in our investments . Also very reliable and excellent communicator.”

“Advice always helpful and prompt response to queries.”

“Just feel happy and comfortable with the service and relationship.”

“Our financial advisor Simon is always extremely well prepared, with a detailed understanding of our financial position. He is professional and pleasant. However, there isn’t the same consistency in the supporting team below.”

“Comprehensive summary of our financial situation with good advice based on our circumstances. Approachable and respond quickly to questions raised outside the meeting.”

“Very reactive and easy to talk to. So far, given good advice and sensible plans.”

“With my English as a second language, Tom, the client manager who works with me, explains things thoroughly well, in great details, and gives me some useful advice. I like his tactful approach to me as a client. I value companies.”

“Every detail is considered and this gives both myself and my wife a sense of security and trust about the plans we have made.”