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  • Testimonial IP / INDEPENDENT FINANCIAL ADVISER

IP / INDEPENDENT FINANCIAL ADVISER

“I wanted to thank you personally for the excellent service you provided to a client of mine in recent days.

My business is looking after the financial planning needs for my clients through investment management, but also their overall financial security and the need for wills, trusts and estate planning is paramount to the service we give.

Being able to relay on a fellow professional to provide this service is an important part of the client relationship built up over the years.

Having received an urgent request for help from my client, I forwarded his details to you outlining his concerns to set up Lasting Powers of Attorney for his wife.

That same evening you were able to make contact with him, fix an appropriate time to visit his home in North London and complete the necessary paperwork, all within a space of a few days.

I know that my client was relieved to get things done quickly, but more than that, was so impressed by the extra mile service you provided to give him and his family the peace of mind he so dearly needed.

Having used your services for a number of my important clients, I have no hesitation in recommending your professional services for Will Writing, Estate Planning, Lasting Powers of Attorney and Trust work, and willcontinue to do so.

Thank you again for a job well done and a very satisfied and relieved client of mine.

Yours sincerely”