We incorporate our values into our working practice, making our service excellent and greatly appreciated by our clients. This is what our clients say about:
“I have recently had occasion to make use of the Money Which? helpline… (who) sent me a list of IFAs, from which list I selected Robin Keyte. Robin was truly first-class. He is that rare animal in the world of Financial Advisors: honest and very competent. His advice revealed his integrity… his competence was obvious. I would not hesitate to recommend him wholeheartedly.”
EV (ex pat)
“May I offer my congratulations on the news of your further success in the annual awards. This can only serve to reinforce your clients’ confidence in you and your team of advisers. As the law has just moved to prohibit the paying of commission, your stance [as long standing fee only advisers] is endorsed. Very best wishes for 2013.”
SM, Liverpool
“Many congratulations in achieving both your awards in 2012. It gives me greater confidence that I placed my retirement funds with the right company with the best leader. Thank you. Congratulations also to Duncan to who has been most helpful whenever I have need of your services.”
KD, Loughborough
“Congratulations on your achievements - you're the best IFA I've ever had.”
CH, Gloucester
“I am now pleased to attach your letter of engagement duly signed. It is nice to receive such a clear fee quote. In my work I have to give fixed fee quotes where possible. From my recent experience, however, it seems that a lot of IFAs do not do this!”
AZ, London
“Thank you for your efficient service and tremendous integrity.”
Mr C, Taunton
“Thanks again for the extremely useful advice.”
AH, West Wickham
“Thank you very much for the excellent help we have received from you regarding managing our parents' finances. We have had great confidence in your guidance and with the investment that you arranged for us. I am really pleased that the Which Magazine money helpline passed me your contact details.”
Mrs B, Plymouth
“Your listening skills are acute and accurate. Your focus impeccable. Thank you for the letter you wrote. I am grateful for your help.”
Mrs M, Torrington
“Very many thanks for your help, you write a very good letter.”
Mr D, Plymouth
“The meeting helped me and my sisters to understand our parents' position. Our parents aren't the easiest people to deal with and they really like Robin and opened up which they haven't done with other advisers.”
Ms W, London
“Your initial work and your advice thereafter has made a real difference to our lives and our future security.”
Mr & Mrs S, Taunton
“I am delighted to have this worry off my mind. Thank you for your help in sorting it out.”
Mrs S, Wellington
“I'm always amazed at Robin's efficiency – I only saw him yesterday and I know he was still in London at 5 pm! How he gets the time to do everything he does I have no idea. Please thank him for me.”
Mrs F, London
“I wonder if you are aware that you are praised by one of your clients in the December 2006 issue of Which?; this is the first time I have seen such a letter praising a financial adviser. Congratulations, I concur with such praises.”
Dr R, Exeter
“Very impressive case studies and I would certainly consider a similar exercise at a suitable point now I'm clearer on the deliverable.”
MB, Ipswich
“Thank you for that immensely impressive forecast and summary, which has given great food for thought--and also reassurance.”
Mr & Mrs B, London
“We are very impressed with your team's financial planning report, my cheque is in the post.”
Mr & Mrs B, Wrexham
“Thank you for a most informative meeting today. We asked quite a lot of questions but feel much better informed as a result of your answers.”
Dr W, Taunton
“Thank you for your letter… we found it very thorough, insightful, clear and succinct. So much appreciated.”
Dr G, Ilkley
“I appreciate the work done to date to put our financial affairs in good order and to give a clear view of future incomes.”
Mr H, Taunton
“We are really appreciative of the expertise and care you have brought to looking after our financial affairs, and are very grateful indeed for the restructurings that you have helped engineer which have seen us over a turbulent spell in the markets.”
Mr & Mrs B, Exeter
“The changes carried out last year seem to have been gratifyingly effective.”
Mr & Mrs P, Taunton
“I'm very happy that you look after your clients so well.”
Mr W, Nether Stowey
“Thank you for all your help and support given to the girls in what has been a very harrowing and difficult time for them. To know that they have a trusted ally in all this is reassuring.”
Mr L, Taunton
If things go wrong, we hold product providers to account to ensure our clients do not lose out.
“I thought, after all, that I would write to thank you and Debbie again for your persistence and patience (particularly with me) in pursuing the matter of my pension and cash payment to an eventual and successful conclusion. Your letters of complaint to…….(the insurers)…….were evidently most effective in obtaining recompense for their dilatory progress. I wish you good fortune in the years ahead.”
Mr A, Sherborne
