CONTENT HUB

YOUR SAY REVIEWS

“Good personal service and flexible when meeting for yearly review.”

“Good personal engagement with Nick. Trusted advice and a good sounding block for both myself and Julie.”

“Nick Taylor listens to us, puts up with us, hears our concerns, and delivers results. He explains our financial position clearly and replies quickly to questions.”

“Pension/ISA portfolios have done well and processes are well understood. We are in a steady state so would expect this. Thinking back to last time we changed the arrangements, I would have liked more proactive discussion of feasible options, rather than me having to raise them.”

“Great and sound advice from Jonathan Elsigood. Tax returns made simple by the tax team.”

“Approachable, available and helpful. Good at explaining financial topics to the uninformed in an accessible way.”

I enjoy our interactions, I feel assured by our interactions, and I feel I get good responses when I have questions (which isn’t that often). It has been good and positive to work with Ben and i am pleased with as well as grateful for his support.
As ever with wealth management, I do take a sharp intake of breath at the costs albeit as long as they do not increase, I am not about to make any move to take it on myself.

”Great service. Very disappointed with the fee change in the year.”

”Excellent service. Very friendly and approachable.”

”Top support and a pleasure to work with.”

“CPW is always very responsive. Clear guidance is given at regular meetings. We feel that Darcy Needham-Jones understands our objectives and is working to help us achieve them based on sound quantitative assessment of our finances.”

“David as our relationship manager is always available and completely understands our needs and works with us to achieve our family financial goals.”

“Approachability and being there on a relationship level when needed.”

“Cooper Parry provides clear thoughtful advice and maintains strong communication. James is responsive, professional, and he is focused on our long-term goals, which builds trust and confidence that our money will last and we can live comfortably.”

“Peter Wicks has consistently provided me with information and advice about my investments. I feel confident that he has my best interests in mind when he advises me. If I have any queries he is quick to respond.”

“Always on hand to answer any questions and willing to talk through any concerns. Annual review excellent.”