DUNCAN, NOV 25
“Early days. Reasonably happy to date.”
1 Reply:
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Reviews 1586
4.55
5 *
975
4 *
515
3 *
82
2 *
10
1 *
0
“Early days. Reasonably happy to date.”
“Happy with reviews and choice of investments.”
“To date We have had quick responses to our queries which is important to us.”
“Good response good advice.”
“Pension performance has been good since joining. Like the way Peter and the team spend time to show how things have progressed and check on changes in situation etc. CPW Connect gives easy to understand overview of your portfolio.”
“Good results. Friendly.”
“Proactive tailored approach.”
“CP accelerate needs some polishing. We should be able to view pdf’s without downloading. “password” should have a “show” button. Passwords are complicated and we are all getting older. Brendan is great. Missing the dougnuts at meetings and old client perks – panto – films. (Q3 – we don’t have any qualifying friends etc, otherwise 10/10).”
“So far so good, early days.”
“My advisors have been extremely helpful . They are very professional . Ben is very good at explaining all financial information to me – a non financially literate person . Ana has always delivered what we have asked and very swiftly too . I feel in safe hands . Considering the pressure they must both have been under in light of the recent Budget , everything we have asked of them has been carried out in time and very calmly.”
“Exceptional personal care, thoughtfully and tactfully given.”
“Helpful, clear, proactive.”
“Always able to give us good and honest information and advice.”
“Ben is very helpful and responsive as are the other people in his team.”
“You know us, advise us in line with our values, and act efficiently.”
“Your service is first class.”