‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’
Financial Planner: Kerry Holmes
What our clients have to say
‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’
Financial Planner: Liz Burrows
What our clients have to say
‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’
Financial Planner: Sarah Maguire
What our clients have to say
‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’
Financial Planner: Liz Burrows
What our clients have to say
‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’
Financial Planner: Kevin Froggatt
What our clients have to say
‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’
Financial Planner: Graham Moore
What our clients have to say
‘Thanks for your help and the great service.’
Financial Planner: Nathan Munt
What our clients have to say
‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’
Financial Planner: Nathan Munt
What our clients have to say
‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’
*Part of a client referral
Financial Planner: Beverly Lee and Neil Clarke
What our clients have to say
‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’
Financial Planner: Liz Burrows
What our clients have to say
‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’
Financial Planner: Graham Moore
What our clients have to say
‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’
Financial Planner: Angela Carpenter
What our clients have to say
‘We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.‘
