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Testimonials

Testimonials

Testimonials – Moneywise

 

David Flatman…

“These guys got my life in order for me a few years ago and, to this day, are happy to field calls from me, their least organised client! Rather then be frustrated with my awful administrative skills, the guys at Money Wise have become trusted friends. When it comes to handling my money and offering important advice, I wouldn’t use anybody else”

John Rutherford…

“A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but we still receive the same care and attention as when we first asked their help. I’m very happy to recommend the Money Wise team to anyone needing personal financial help at any level”

Maureen Chatterley…

Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times. He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any changes and investments he has recommended to my portfolio have been with my best interests as the priority. Long may this continue”

Richard Vine…

“Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you”

Barbara Havlin…

“Have been a customer with MONEY WISE for some months now and have found them very helpful, always have my interests at heart. The Advisor and the other staff have very valuable and detailed knowledge and all my pension plans were fashioned to suit me and everything about me. I would recommend MONEY WISE to anyone thinking about their financial position and in need of advice. Thanks”

Lee Mears…

“I wish I had met Money Wise ten years earlier in my playing career, and would recommend them to anyone. They have really helped sort me out over the last few years and really go the extra mile when it comes to customer service. Thank you for your help guys”

Roland Billington…

“I used Money Wise to help with finding me a pension after a career change from Local Authority. I found them to be really thorough and took their time explaining how the process worked, which can seem really daunting. They were upfront about their charges and clear about the future expectations for my pension. They were really helpful and took me through the process of setting up a private pension step by step. Thoroughly professional and clear. They explained things clearly and didnt use confusing jargon. Thats all you can ask”

Daniel Radford…

“Having worked closely with Money Wise, I have found them extremely professional and providing an excellent service. I am therefore always confident in referring my clients to Money Wise in the knowledge they will always receive the best advice and be properly looked after”

Simon Smith…

” Money Wise have looked after my financial affairs and those of many of my clients for well over 10 years now. They employ enthusiasm and innovation, but more than that, attend to all types of communications precisely and with great speed. In a busy and impatient world, you are never left hanging on for some crucial piece of information wondering when on earth it may arrive. Their focus on detail and willingness to embrace change have been vital parts of what Financial Advisers must offer and is certainly what any new client would find Money Wise provides.”

Douglas Mccall…

“Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee, pass me on to Bob C. for what is always a friendly and highly professional discussion. Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???”

Ted Henderson…

“I have been with Money Wise for many years and would not hesitate to recommend them. They are professional, friendly and extremely knowledgeable. They deal with my Pension, Investments and ISAs and I feel confident with their advice and recommendations. In addition they are very approachable and they take a personal interest. Perhaps the strongest recommendation I have is the trust I have with them.”

Nick Bailey…

“Having personally used the services of Money Wise for my financial affairs, I have found them very professional and easy to deal with I wouldn’t hesitate to recommend their services to any of my clients in the future with confidence that they will give them a first class service and will do their best to find a solution that meets their financial requirements.”

Faye McDonough…

“Working for a bank, I am often called upon to help friends and family with money questions. I soon realised that I was out of depth when my mum came to make a decision about her retirement plans and I was reviewing lengthy documents about various pension options that I didn’t understand! We needed someone we could trust to help my mum to reach an informed decision. He was professional and helpful, talking us through the process in an open and transparent way. He was an absolute joy to work with. I know my mum feels more confident about her future and this is a result of his hard work. His advice and guidance has made a significant difference. We can’t recommend him highly enough.”

Janice Mouskis…

“Thank you so much for all your efforts on our behalf, we really appreciate what you have done and how much you have helped us. We consider the service you and your company have provided as excellent and would have no hesitation in recommending you to family, friends or acquaintances. I will definitely keep in touch and hope to use your services  again in the not too distant future.”

Mystery Shopper – FT adviser Magazine…

Speed of response: Time of call: 10.05am. Four rings, through to a receptionist then to an adviser. 5/5

Telephone manner: Friendly.5/5

Relevant qualifications: Level-four diploma. 5/5

Payment method: £250 an hour. 5/5

Guidance given: The adviser explained that the shopper would have to remain in the same scheme if he still wanted his employer to contribute, even if that scheme offered a limited number of funds. He then explained how younger clients were put in riskier funds at the beginning as it offered the potential for greater returns and more time to make up losses, and advised the shopper to check the performances and profiles of funds online.4/5

Knowledge: The adviser seemed to be well-versed in pensions, auto-enrolment and investment markets.5/5

Email/web presence: https://www.money-wise.co.uk/ 5/5

Verdict – SHOPPER’S CHOICE: The shopper appreciated the adviser’s honesty and patience in explaining the basics about how auto-enrolment schemes worked.

34/35

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SH…

I am loving my new life, practising, studying and working as a Yoga teacher. I am just booking my flights to New Zealand for a further 3 week Yoga training intensive in January 2015 with an amazing teacher who I have trained with before here in the UK. 

I really cannot imagine being able to do this without your support with my finances and so wanted to thank you for helping me in such a huge way.  I don’t know what the future will bring, as of course none of us do, but I am able to follow my passion, and for that I am really grateful.

Mystery Shopper – FT Adviser Magazine…

Speed of response: Time of call: 11.03.  Answered by a receptionist after one ring who put the shopper straight through to an adviser. 5/5

Telephone manner: Very professional and friendly. 4/5

Relevant qualifications: The adviser said they were qualified up to level 6, and could give the shopper advice on pensions and investments as well as the tax implications of these. 5/5

Payment method: The first meeting would be free, after which a fee would be charged. 5/5

Guidance given: The adviser pointed out that before any investment decisions were made the couple would need to consider the cost of the move, which could be around £40,000 as well as the fact they may need nursing care, which would affect the investment choices they made. The couple sounded as if they needed a full financial check-up, as the shopper said she was concerned that they were paying unnecessary insurance for various household items. 5/5

 Knowledge: The adviser managed to help the shopper and also explained that inheritance tax liabilities would be covered in any meeting. 4/5

Email/web presence:  www.money-wise.co.uk  5/5

Verdict: The adviser was helpful without bombarding the shopper with technical detail. He also gave the shopper some food for thought which could help her advise her parents. 33/35

Fay Young…

“I chose to Money Wise to help me with personal pension issues after meeting the adviser at a Business Breakfast. I really liked her approach and found her very easy to talk to about my pension and related matters. She is knowledgeable and focused in her working environment and knows how to make explanations accessible rather than resorting to technical language! I have really enjoyed working with her and feel very happy with the results.”

 

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