SIMON, JAN 26
“We enjoyed the annual meeting recently, we feel we have a good relationship with Ed, and also he dealt promptly with a slightly obscure question about selling gold/silver, which we followed up.”
1 Reply:
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Reviews 1847
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“We enjoyed the annual meeting recently, we feel we have a good relationship with Ed, and also he dealt promptly with a slightly obscure question about selling gold/silver, which we followed up.”
“Peter and all at Luton care for us a people as well as look after our financial needs.”
“We feel like Brendan and the team are able to support us through the next decade and beyond, solid trusted advice, good communication and solutions, always happy to model various scenarios.”
“Friendly always willing to advise.”
“As always, clear and succinct advise from Jonathan. All queries answered promptly.”
“Peter and all at Luton care for us a people as well as look after our financial needs.”
“Good relationship with our advisor Simon Williams. Always helpful advice and guidance.”
“The service is great, and the contact calls are super helpful. The only thing that frustrates me is the Connect app, it would be great to get a simple overview of how the investment has performed over a selected period. Additionall,y the sliders to change the time frame don’t work very well. I would also be good to get be able to see a weighted performance of the investment so taking into account withdrawals, how the asset performed as a percentage and against RPI.”
“Annual review meetings very informative and cover all aspects of performance and any personal issues. Any questions during the year are dealt with promptly. Information on how CPW compare with pier groups is available. Management and staff helpful and professional. CPW App could do with streamlining.”
“Brilliant feedback and support.”
”Customer focused and showing good financial advice and results.”
”Performed audit in a timely manner with minimal impact on our finance team.”
”Accessible and helpful.”
Codie is a brilliant adviser, very easy to talk to and explains things in a way that is very simple and easy to understand. My wife (who is not a financial person) loves her and finds our conversations very reassuring. Thank you Codie!
Always keeps Me informed as is what information is required to give best returns on investment
”Very polite and professional team.”