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Testimonials Andrew Wood of Asset Management IFA ltd has been our IFA now for several years and we have been particularly pleased with the high levels of personal service and proactive approach together with structure and range of our investments and attention to detail that was lacking when we were dealing with the Banks and other previous Advisors. We have also been impressed with the consolidation of our investments on to the Nucleus platform which has helped with our understanding and paperwork. This along with local offices that we can easily travel to and see the same faces means we have now built up a strong relationship with a high degree of trust. We would certainly have no hesitation in recommending Asset Management to friends, family or colleagues and have already done so. I have utilised the services of Roger Badley and Asset Management for over ten years. Throughout that time I have always received a prompt, professional and extremely reliable service; one that I would be happy to recommend to other potential clients. Asset Management have looked after our financial and pension investments for over 15 years. Thank you so much for dealing with everything. It is so comforting to know that I can always turn to you for financial advice and reassurance. With many thanks and best wishes to Andy Wood and his PA Carol Sellar.. Mrs M With - Romsey I have been utilising the services of Asset Management for several years, and personally, the services of its MD, Roger Badley, for in excess of 10 years. I have always found Roger and his team to be responsive, professional and ethical. They are often delivering advice across boundaries where ethics and confidentiality could be called into question, and I have always found they have handled them sensitively and with the utmost discretion. Paul Martin – ARM I was introduced to Roger Badley and eventually Asset Management IFA Ltd 12 years ago and they have helped with advice on both house purchase and investments and I would not hesitate to recommend their services to any of my associates. Mrs G Grainger I have always found Asset Management to be a first-class and professional organisation. The staff are friendly, thorough, diligent and provide a superb service. Paul Fletcher – BBC We have enjoyed support from Asset Management for more than 12 months and during that time we have been entirely satisfied with the systems, overall quality and high levels of service on offer. In particular the Nucleus wrap provides detailed up to date portfolio information on-line. Our adviser, Andrew Wood has provided us with advice and guidance for a number of years, most recently as a director of Asset Management Ltd. It is a pleasure to work with Andrew and his direct and positive style enables decision making based on clear, concise and timely advice. Mr and Mrs S E Hill – West Sussex Dear Gordon Kevin Ryan I was first introduced to Asset Management in 1986 when they advised my Mother with her investments. I was impressed with the level and quality of service and care. As an MD of a local business, I asked Asset Management to provide advice on the Directors SSAS and various other services for the employees. Today Gordon Craig and his colleagues provide my wife and I with first class service and advice on our SIPP and other financial matters. I would be pleased to recommend Gordon and the team at Asset Management. Mr K Bevis I have been financially involved with asset management in Woolston, Southampton for four years and have always found them to be very attentive to my needs, even though I have not invested a vast sum of money. I have benefited from their expertise and would highly recommend them to anyone seeking financial advice. Regards David Riley I have known Roger and his team for 7 years and have been extremely pleased with the level of service provided. The advice given has taken account of my personal financial circumstances and attitude to risk. This advice was presented in a clear and precise manner which made it easy to understand. I would have no hesitation in recommending their services to family and friends. Mrs Pamela Chant I have known Peter Davis for over 25 years. When I started my Business in 1986 I often turned to Peter for advice. Over the next 13 years Peter gave me invaluable advice on a wide variety of financial matters. Not only did he help with investments but through the good auspices of asset management dealt with tax planning and pension advice not just for myself but he also put in place a good cost effective pension scheme for my employees. Following the successful sale of my company in 1999 it was Peter Davis and Asset Management who were there to give me excellent advice with inheritance tax planning and investments for the future security of my family. I have enjoyed an excellent, informative and very worthwhile relationship with Asset Management which I am sure will continue for many years to come. I am now a retired business man, enjoying the fruits of my hard work coupled with Asset Management’s wisdom. Philip Jennings. Andrew and Carol, thank you for all your help and advice it has been very much appreciated during last few weeks - I needed expert advice and that is what you have provided. The envisaged traumatic experience moving into retirement was non-existent and we are very pleased that Our financial affairs are in such good order. Mike and Kathy Beer |
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Asset Management Idependent Financial Advisors Ltd is Authorised and Regulated by the Financial Services Authority. |
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