Who we help

What were the circumstances that caused you to initially look for a financial adviser?

Our Furniture Company Stocktons was doing incredibly well and my parents suggested I talk to their Financial adviser as I had just got married had a child and one on the way

How has Chris Brennan helped you?

He put all my affairs in order.He made very helpful financial suggestions.Wasn’t pushy at all just laid out all the ideas out and gently suggested what would work best in my circumstances

Have you seen the outcome you were hoping for?

Yes totally in fact I wont make a financial decision without consulting him first.Also recommended him to all my family and friends who are of the same opinion. He is a fabulous financial adviser. I call him Guru

What could they have done better?

Nothing really he always replies to my Financial questions extremely fast even when he is on holiday

What were the circumstances that caused you to look for a financial adviser?

Pension planning and investments

How has Anthony Ward helped you?

Anthony goes above and beyond to assist in many areas. Anthony, has helped to get my pension accounts transferred over after a very difficult divorce and complicated financial matters. Sometimes just offering a phone call to check in and make sure I was happy with the services provided.

Have you seen the outcome you were hoping for?

I have been very happy and comfortable with the outcome so far.

What were the circumstances that caused you to initially look for a financial adviser?

I retired and it was fairly obvious that my pension and my partner’s pension were in need of some professional advice. Our accountant had recommended Chris to us at this stage.

How has Chris Brennan helped you?

He advised with no pressure what we should do with our pensions and investments giving many alternatives that he felt were suitable. In my case he identified a serious case of malpractice and resolved the issue to a most satisfactory conclusion. The work was difficult and I felt it was carried out at a very high professional level.

Have you seen the outcome you were hoping for?

Very much so – the pensions and investments are working well for us and are kept under constant review with at least annual adjustments if necessary.

What could they have done better?

Nothing could have been done better in my mind – I am 100% happy. I have now recommended many others including family and friends to speak with Chris.

What were the circumstances that caused you to look for a financial adviser?

Originally retirement planning and long term investment advice. Anthony was contracted by my employers to supervise and advise employees about the company pension scheme and to assist with any pension related advice on an individual basis.

How has Anthony Ward helped you?

Recommended several methods by which taxation could be optimised, and transferring several pensions from previous employments into a single consolidated plan. I was impressed and engaged him to advise my wife and I on a private basis. He started with a full review and then recommended establishing a power of attorney by my daughter and a will, both of which were set up by my solicitor. She was impressed by the questions and briefing that Anthony had provided and our confidence in him grew. He was key to a private share sale, and placed monies into several accounts, some short term, instant access for CGT and income tax, others with long term. His estimate of tax liability was spot -on. He has also assisted with advice on car purchase.

Have you seen the outcome you were hoping for?

It has exceeded, way above expectation, and we have felt protected throughout. So much so that I have recommended him to several trusted friends and colleagues, something that I would not do lightly given the risk associated with personal money. We hold regular reviews and change portfolio items based around performance projections.

What could they have done better?

Can’t think of anything

What were the circumstances that caused you to initially look for a financial adviser?

To be more effective with my investments, pensions and investment planning

How has Anthony Ward helped you?

Multiple ways – from pensions and inheritance tax planning for us, long term care planning for an elderly parent and now mortgage advice for children. What is absolutely critical is the holistic approach that Anthony offers – understanding and working with all aspects of financial planning, having the big picture and now providing advice for adult children, reliability and trust is everything

Have you seen the outcome you were hoping for?

Yes – this is a long term partnership

What were the circumstances that caused you to initially look for a financial adviser?

Chris Brennan has been my adviser for over 15 years and was recommended by my previous adviser when he retired.

How has Chris Brennan helped you?

His advice is well researched for for changing needs and he explains everything thoroughly. He is always available to answer any queries no matter how small.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He could not do any more , I am totally satisfied with his service. Reliable and trustworthy.