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17 years ago
this is a new Independant Financial Services Adviser to Ulverston. they look posh and "established". I am having my investments and finances checked out here next week. I will report back on the service they offer. as usual with financial advisers they specialise in Inheritance tax avoidance; Life, Income and Critical Illness Protection; Mortgages; Residential Care Home Fees; Retirement Planning, and Tax Efficient Investments. read more
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14 years ago
I have been meaning to have a financial review for some time and didn't want to go to the bank to be charged a fortune for unsuitable advice. I found the staff in the Ulverston office to be very friendly and put me at ease immediately. The adviser explained how they operate and she arranged to visit me in my home a few days later. The advice I received was excellent and very good value for money. Everything was explained to me clearly without any jargon and I feel very happy with the decisions I've made and the service I will receive on an annual basis. I have already recommended them to my friends and they too have been impressed with how professional and approachable the advisers are to deal with. read more
15 years ago
Have been meaning to leave an online review for this firm for a while now as I called in a few weeks ago and to be honest was not too impressed - no one on the reception desk and no one seemed bothered enough to come and speak to me for quite a while. When I did get to meet them the staff seemed a bit brash and unfriendly to be honest, and given the wealth of financial advice and products available these days (without the intimidation of the 'posh' office and corporate 'look'!) I'd probably rather just visit a high street bank in Ulverston just as much as these guys. read more







