Positive Independent Financial Planning Ltd

I would vouch for my adviser because he offers a professional service in understanding our goals and needs, paying particular attention to our attitude to risk, both for our family finances and my business. He acts as a source of trusted advice for all things financial whenever we need it and has provided us with clear, impartial guidance and always ensured that we fully understood the types of financial products he was recommending if appropriate and why they are suitable. He has also set up an excellent pension and retirement plan for me and my employees and offers a very proactive service ensuring we get very good returns on our investments. He has also helped ensure we have the cheapest mortgage deal which has not been easy to secure in the current climate.

Had a full holistic financial review looking at all areas of my finances and was excellent informing me and advising in plain english exactly what I had and how they were doing. Helped me to plan for my future and identify shortfalls I currently had and advised on a new pension and saved me a lot of money by replacing my existing protection plans I was sold via my bank. Has also dramatically increased the value of my ISA portfolio by recommending some new funds and carrying out regular reviews with me, could not recommend highly enough, first class !