Testimonials

A selection of quotes from our customers

David Wheildon

“Thank you very much for your time yesterday, David, it is always a pleasure to see you. Even when the numbers are good I still feel much better for the information and the reassurance that our meetings provide. I am delighted with the recent performance of my Portfolio, so well done to you!”

“Thank you for keeping me up to date, I am glad it all went well. It is a relief to now have another piece of the ‘overall puzzle’ being put into place and being looked after by someone who understands all this ‘inside out’.”

 

Clifford Gribble:

“I was impressed by Clifford’s professional approach and thoroughness. Clifford took the time to explain every aspect of the review without forcing his services upon me. After a couple of meetings Clifford provided me with a thorough financial portfolio that covered everything that had been discussed, reviewed, considered with recommendations. The review exceeded my expectations. Clifford really understood my vision and what I wanted to achieve. I have assigned The Legal Brokerage as my personal IFA knowing that the professional advice and service they provide exemplary. I was so impressed that I have already recommended Clifford and his team to one of my Clients.”

“I am very impressed with all the services offered by Legal brokerage.  Whenever I have had a query Clifford always responds and deals with it efficiently and professionally.  I have never felt under pressure and I really appreciate their help.”

 

Patrick O’Neill:

“I just wanted to drop you a quick line to say a huge thank you for an incredibly efficient, prompt and excellent service in assisting me cash down some of my investments with Aviva which were needed urgently. I confirm receipt of the two payments are in my Account already and I look forward to hearing from you in due course regarding the remainder. I will certainly have no hesitation in recommending you to friends, family and clients in the future as I really have received a wonderful service from you.”

“I would have no hesitation in recommending Patrick O’Neill and the Legal Brokerage Limited.”

 

Mark Wilson:

“Mark, we would like to thank you for the expert work you have completed for us over the past year. Your expertise and attention to detail in the management of our financial affairs could not be faulted particularly reassuring is our feeling of certainty in the absolutely integrity of your dealings with us. Your prompt response to any questions we might have are responded to you by you in a clear and easy to understand way! We would not hesitate to recommend you to friends who are looking for a premier league Financial Adviser.”

“Mark Wilson has advised me on my finances since 2008. For the first year he was helping me to prepare for the sale of my Company and planning my path post sale and into retirement. His advice throughout the last 7 years has been invaluable and meant that any concerns I might have had about the future have quickly been addressed. We have built a relationship which means that I feel able to move forward with confidence and trust in Mark’s judgement.”

 

Nigel Carter

“‘I trust Nigel and your company’s work and look forward to a worry free retirement.”

“I have always been extremely satisfied with help & advice given me by Nigel Carter over the years I have known him. He is a man of great integrity.”

 

Ian Garrad

“Thank you for sending me the very clear and kind Ian Garrad. I very much enjoyed meeting him and found him both enlightening and encouraging on various points.”

“It was a pleasure meeting you. You explained everything so that we could understand, many thanks.”

A Long-Awaited Degree of Certainty.

Our January Quarterly Review

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