Testimonials

Thank you very much for all your hard work and help. We know it wouldn’t have been possible with out you


Bridgwater


Thanks for everything and your patience with us; we will call you in the future


Burnham on Sea


In today's climate of busy working lives with constant emails and phone calls to manage it is all too easy to ignore the fundamentals of your financial situation. It is therefore a real pleasure to be able to delegate that responsibility to Simon and his team. Their ability to make complex issues appear simple and administer the necessary paperwork efficiently is priceless.


Bristol


Your product knowledge is excellent and the advice, reasoning for and explanation of your recommendation was very clear and easy to understand. Our remortgage has been completed in the quickest most hassle free and painless manner we have ever experienced. 16 working days start to finish! We have no hesitation in recommending you so that others may benefit from your high quality professional service.


WSM


We were delighted with the advice and information you provided us in our new venture, without your expertise and your down to earth explanation of the information we would not have been able to go forward. We would highly recommend your services to others and have done!


Exeter


I just bless the day I got off my butt and came to that seminar of yours at the Grand Atlantic. It is so much better to be steered around problems by a knowledgeable “guru” when dealing with tricky financial situations. My attitude to money has now completely changed since that first meeting. We are constantly singing your praises when the opportunity arises. I have given your number to one or two people recently!


Holdaway WSM


Trivial Pension Rules Avert Personal Crisis

I was in a real state- I had just been told that the front of my house was collapsing, I had no insurance and no savings to sort this out. Fortunately I spoke to one of the advisors at Alexander House FS® and they showed me how I could use the new pension rules (triviality) to use that money. I will miss having the pension but would have missed more losing my house.

He was really understanding and helpful and agreed to do it for an hourly rate, and kept the costs to a minimum. But what was really lovely was that when it came to paying the company decided that I needed it more than they did and did it on a pro bono basis. Apparently one of their Directors had heard about the case and decided that ‘sometimes everyone just needs a favour so let’s do something nice for this lady today’

I would highly recommend this company- they obviously have amazing ethics and are all very professional.


New Customer July 2014


Thanks very much indeed for this very helpful information (which we agree is not advice!) which Elza will be considering carefully. It is certainly a refresh -ing change to find a financial advisor who can provide such a clear explanation of the issues that we should be considering.


Your advice and pension breakdown has proved invaluable.


Financial affairs are one of our most sensitive, and so we take extra care when choosing someone to provide us with advice. We wish for someone who will give us sound direction, but also act with our interests at the forefront. I can assure anyone that I have found such a professional in Mr Gareth Higton, whom I consulted regarding protection for myself and my family. Gareth is faultlessly knowledgeable about the ever changing financial sector and projects a real enthusiasm for his role. Naturally, therefore, clients such as I feel at ease in a situation when it is needed most, and are entirely confident we have received help that will give us maximum benefit for years to come. I believe financial advisers are there to make us richer and safer, and Gareth certainly fulfils my definition of the role. I commend him to you.


Having referred Gareth to one of my larger clients to help them with their NEST pension arrangements for a company with 260 employees I am delighted confirm that my client was very impressed with Gareth's level of expertise in the field and flexibility in being able to adjust to my clients own very particular requirements. His insight has helped my client considerably and it will significantly reduce the administrative burden that my client otherwise would have been facing with the impending pension reforms. For expertise coupled with the ability to deliver bespoke, competitively priced schemes I would wholeheartedly recommend Gareth.


I would not hesitate to recommend Alan Kent to anyone for their financial requirements as the advice he gave was very easy to understand and also he listened and understood my requirements. and match the right pension plan to my long tem financial needs.


Alan will listen to your needs and tailor a financial package to suit. As an independent financial adviser he is able to offer a wide scope of products. The pension plan that Alan set up for me is doing very well in a very volatile market.


My adviser Mr Alan Kent talks to me like I\'m a human being not at me like some advisers do, he treats me like a friend & gives me the best advice he can.


Alan made me feel relax with his advice and at no point did I feel pressured into a decision about a product (pension) he was advising me on. He has a good sense of humour and you instantly feel like you've known him for years.


Very professional provided an excellent service and found the right cover for me at the right price.


I was very pleased with the advice and service that Alan gave me. We met in my house and I was very comfortable with him being here - what a nice man! Thanks Alan and I'm happy to act as a referral for any future customers.


Alan has been very quick & on the ball in providing information especially when the market place has had substantially increased risk periods.


Brendan is very personable, approachable and has a wealth of knowledge when talking about financial matters. This makes him extremely professional and I felt very confident talking to Brendan and listening to all types of financial advice. He listened to my thoughts, future plans and what I wanted for my family and then talked through various options, advising me as to which was the best way forward. I would highly recommend Brendan to anyone, all of his costs where explained up front and there was complete transparency.


Managing Director


If this is what you are looking for please do advice! Brendan is a professional, focused adviser, someone I trust completely and has now dealt with many of my personal and company financial needs to a high standard. He is reliable, flexible and a pleasure to work with. I can recommend him highly and feel extremely confident with his advice, especially with dealing with large amounts of investments.


Company Director


Brendan helped with my pensions and an investment. I had a number of old pensions plans that were doing nothing and I wanted to look at consolidating them. Additionally, I had been left some money in an inheritance that I wanted to get a better return on as leaving it in the bank was giving me little or no interest. He spoke to me in terms that I understood, without any jargon. He is very personable and made me feel at ease quite quickly. He spent a lot of time discussing advantages and disadvantages of different scenarios. He was very clear on his fees when I asked him and I must say for the advice I got, I found it great value for money. I cannot recommend him highly enough.


Company Director


I have used my advisors services in the past and have found him to be extremely knowledgeable, proffecient and easily contactable. My investments have seen above market growth whilst taking into account my desire for low risk investment. Because of his professionalism I would not hesitate to recommend him to friends and family.


Could not be happier with Gareth he listened and delivered exactly what I wanted and asked for,
thank you Gareth.

Regards,