‘Excellent across the board, listens and advises appropriately whilst giving clear explanations’
‘It is with great pleasure that I pass this testimonial to you following your recent hard work with my partners and I in relation to our personal pensions.
You provided much needed advice, support and guidance in an area which we had limited knowledge. After thorough research you recommended a particular portfolio which you thought would best serve our needs and provide a good long-term return on our money.
You were attentive, helpful and took the time to explain matters in a simple straight forward way. We might be professionals, but it is always reassuring to have issues explained in layman’s terms that can be understood and acted upon.
More importantly, the investments in the portfolio have started well and the ultimate goal of retirement is one step closer!
Thank you for all your help and expert knowledge on the matter. I will have no hesitation in recommending your services to friends, family and clients in the future’
‘I would just like to thank you for diligence in dealing with life cover for my Mother and also sorting out a client’s personal/ business pension arrangements.
When dealing with life cover, you listened to the requirements, then went through the options, narrowing to a few appropriate. One of which has been submitted and leaving my Mother in no doubt she has what she wanted in place.
In dealing with my client’s personal pension arrangements, he has commented it was comprehensive and hence he was confident in the results going forward.
I wold have no problem in continuing to recommend your services to friends, relatives, or clients. Thank you’
‘Excelllent services. Highly recommended and this is my second dealing’
‘Robert consistently provides excellent & appropriate advice & is a pleasure to work with’
Approaching retirement is obviously a very nervous time but I was also aware of just how complicated it was likely to be too!
In fact the very thought of speaking to several pension companies brought me out in a cold sweat and I was seriously contemplating staying on at work just to avoid doing so!
So on our first meeting I feared Robert would just walk out shaking head in disbelief but to his eternal credit he had obviously seen and heard it all before and just took it all in his stride.
Thankfully through his knowledge, wisdom and patience all out little soldiers eventually lined up and we are now able to spend our time safe in the knowledge that someone seems to care about our money as much as we do.
The details of how we got there could possibly bore you to death and if honest I don’t really understand that much of it (I have however, become very adept at nodding my head in all the right places) so I’ll just give one example which is that without question we are almost £100k better off than we would have been on tax relief alone. If that’s not worth having then please tell me what is?
Finally it’s worth knowing that he’s good company on the golf course and absolutely rubbish at drinking. Perhaps not that interesting but having a silent assassin with the putter in your team never goes amiss and who wants a financial planner that can drink you under the table?!
Prior to talking with Robert, I had been disappointed with the performance of my pension fund after making regular contributions to a leading provider for more than 15 years. My retirement goals of having more time to play golf and more holidays abroad seemed a long way off. Willcox Financial have a far more attentive approach that has improved fund performance dramatically. I feel far more secure knowing they genuinely care about their clients’ interests – those retirement games now look a lot more attainable.
I would like to take this opportunity to thank you for your assistance over the last year in maximising the performance of our investments which we hold with you.
Having discussed at our annual meeting with you what level of risk we wished to take and also taking your recommendations you exceeded what we hoped to achieve during the year obtaining us a fantastic 19% and 25% return respectively.
The value of investments can go down as well as up and you may receive back less than you originally invested.
Willcox Financial Ltd
The Pinnacle, 25 Sageston Fields
Sageston, Tenby SA70 8TQ
Tel: 01646 650 004
Registered in England and Wales: 4170932
Willcox Financial Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.
This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice.
Copyright 2019. Willcox Financial Ltd