Client testimonials

Finding the right financial adviser to manage your wealth is a very personal process. There is no 'one-size-fits-all', your circumstances, your goals and expectations for the future are all unique to you. 

We're proud to share a number of testimonials which have been provided by our clients recently. We believe this demonstrates our level of expertise and the amount of trust placed by our clients in us to look after their interests.


 

Just to say thank you for all the efforts that Simon and Adam have put into the recent work on Christine's SIPP. Following my long and detailed email at the beginning of March we have achieved what we set out to do in the 2017/2018 tax year.

Mr E - Isle of Wight

Hannah, I really enjoyed the experience, yesterday. You made me feel valued, confident in your approach and ability to provide me with good advice. I am particularly grateful that and you did not make me feel further embarrassed at my appalling lack of retirement planning!

Mr A.M - Poole

I would just like to share how pleased we are with your service via Peter Winter. Peter recently assisted me with an early payment from my pension. It was sorted very quickly with minimal paperwork to go through and overall was very stress free. I would recommend Peter and the team at HJS Financial Planning to anyone. Thank you.

Mr. B - Bedford

I have to write to acknowledge the fantastic efficiency and professionalism I’ve received from Stacie during what I thought would be a bit of a stressful process. How wrong was I! Stacie has moved the Scottish Widows policies to the PRU and already sorted the lump sum and 1st monthly pension payment! Her contact has been regular and concise and Stacie always answers her phone when I’ve needed a chat or reassurance!! I can’t praise her enough and I’m delighted to have found your Company.

Mr. W - Winchester

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Contact the team today on 02380 920128 or make an enquiry here.