Testimonials
Read what our clients have to say about us.
“Throughout my working career I had amassed a self employed pension, a company pension, endowments, Isas, Peps, bonds, unit trusts, bonus insurances, cash etc etc.
This fragmented portfolio had become difficult and complicated to maintain and with I felt could attain better yields and concentrate the focus for these yields to coincide with my anticipated retirement date.
Critchleys, who had been my personal and business accountants for some 25 years recommended their financial division where I met Ian Brookes.
MY portfolio was discussed and analysed in great depth where I was recommended to utilise their Master Account facilities.
Ina very short time I received excellent advice where some extensive manipulation, selling and buying achieved a custom portfolio manufactured to align with my thoughts on exposure to risk.
The whole event has proved excellent where access to my personal portfolio on the web offers so much day to day information on my investments and their associated performances, simple clicks reveal how rich or poor I am compared to say yesterday!!
The annual meeting with my portfolio manager is also enlightening where performance and recommendations are aired for approval.
I have no hesitation in recommending these services without reservation.
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“You have certainly taken much time and patience to explain many areas that were previously very grey. So thank you very much for all your help and guidance, you have been a great adviser, and it has been very pleasurable doing business with you.”
“Thank you for spending the time yesterday to run through the cash flow analysis. We both found the presentation and discussions interesting and useful.”
“Your services have been/ are very satisfactory – it has been difficult for me to keep up and understand at times but I have it clear now and thank you for your help and guidance.”
“With many thanks for all your help – I feel very well looked after now!”
“Ability to communicate their expertise in a way that the client understands.”
“Provide peace of mind & excellent guidance.”
“Personal service, integrity and offering true customer service & most importantly remembering that the customer has the final say in what to do.”
“Prompt and efficiency of services”
“The relationship between client and Financial adviser. My wife and I like Jason, we trust him, we value and heed his advice. Moreover he understands and our needs and is always reactive to any concerns or issues we raise.”
“The Masteraccount is an excellent arrangement for me as all my financial affairs are managed by one Investment Company, who are tasked with optimizing the return on my investments. It also enables me to see at a glance the spread of my investments and their valuation at any time.”
“Thank you very much for the work you have put in ensuring that the tax liability is kept to the least possible sum.”
“I am most grateful for the report as it sets out exactly what I wanted – the whole financial picture until 2043! Thank you for making it so clear and easy to understand.”
“I am very satisfied and grateful for the good advice I have received over the years”
“Keeping clients up-to-date with current trends, CFP appear to meet this sufficiently”
“Ease of access & response”
“Listening to the individuals concerns and individual queries and answering questions no matter how trivial. The advice given is always realistic”
“Prompt action on problems, often before I am aware of them and reporting back to me what has occurred and why then suggesting alternative courses of action”
“My husband and I have been private clients of Critchleys for a good many years and have always been extremely pleased with service we have received. Certainly, we both agree, that we could not be in our current position, had it not been for all Critchleys Financial Planning service”
