Where We Are

Client feedback is important to us; it shapes the way in which we work and helps us to maintain the high level of service on which our reputation is founded.

Here's what our clients have to say about the service they receive...

"I have been delighted to receive your newsletters over the recent months and to have an opportunity to see what is progressing in the world of investments. This is useful as a way of charting the progress of my own portfolio, but also to catch up on the wider trends of the global market. We seem to be bombarded with advice from all quarters in the news media, so it is refreshing and reassuring to know that we have our own newsletter with its independent review of what is actually going on. Keep up the good work Chetwood WM."

Mr H, Devon

"We have been dealing with Mark Stanbury for many years and recently we decided to take early retirement at the end of June. The help, time and advice we have received in the last 3 months on Pensions and Investments has been invaluable and set the way clear for our future plans. Every thing was explained and set out in a way that enabled us to clearly understand our best options for investments and pensions and has certainly made a smooth transition into our early retirement."

Mr and Mrs J, Somerset

 

 

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