What our clients say
Approachable, knowledgable and professional.I've been working with Claire for just over a year and have been very happy with the service so far. Claire took the time to understand my overall requirements and preferences, then put together a strategy including what we needed to do and the best sequence in which to approach overall. This brought a lot of clarity and valuable guidance.Since then we have made great progress through each area of pensions, investments, children's savings. I am happy with where we are now and feel my finances are in much better shape thanks to Claire's guidance.
I first met Claire eight or nine years ago she took the time to talk to me and find out extacly what i wanted as i wasn't entirely sure how best to invest my funds which were just sitting in the bank, also about spreading the risk. Claire has contacted me frequently to update me and made me aware of how my funds are progressing and made further suggestions for investments. I have a basic understand of my finances but it's been useful having Claire explain it to me in a manner which i understand. Fundamentally i have continued with Claire because i have trust and confidence in both her as an individual and her professional advice.
Claire has been my Financial Adviser for around 13 years now (formerly when she managed the St Albans branch of Edward Jones and later via Accudo Investments Ltd in the recent years). Claire has looked after my pension schemes and my other investment business. I am very happy with the service I have received over the years, both in terms of the performance of my portfolio, the level of personnel service and Claires technical knowledge. When I first met Claire she informed me that she was a qualified chartered accountant, as well as a financial adviser, and as such she understands the tax planning aspect of financial advice, plus also the tax issues faced by small businesses. This struck a chord with me and I believe this is an extra string to Claires bow, over and above the expertise of many other advisers. As I am self-employed and I prefer to work with other owner managed businesses as I believe they have a similar ethos to myself in that owner/managers take pride in their work and are driven to provide the best long term service they can to clients. I would recommend Claire to anyone who wants to ensure that their investments are well looked after.
Claire's approach is extremely professional and she takes time to understand what the client is looking for long term before making any recommendations. She is personable and efficient and her annual reports are informative and so far extremely positive.
Claire took time to understand my requirements and the way in which I approach my personal finances and tailors her approach to this extremely well. She takes the time to understand whether either my circumstances or my approach to risk etc have changed and adapts her advice accordingly. I always feel that Claire has done detailed research in advance of our reviews and like that she is prepared to make changes when there is the potential for higher growth.Have recommended Claire to others and they have been equally impressed.
Takes time to understand my needs. Advice given and questions answered in a way I can understand. I always feel Claire is "hands on" and not just reading a report and therefore feel that my finances are being looked after.
Where to find us
Accudo House, 89 St Ronans Road, Hampshire, Southsea, PO4 0PR
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At Accudo Investments Ltd we offer a friendly, professional and personal service.
We help people plan for retirement whether that be via Personal Pension Plans, making appropriate choices from the range of options available for Defined Benefit Final Salary Schemes (including transfers where suitable), ISA's or general investment portfolios and we pride ourselves on listening to your individual needs and objectives. We also help business owners and private individuals achieve higher returns on their cash via tax efficient and easily accessible investments.
Investment and Pension Advice
Authorised Final Salary Transfer Advice
Wealth Management (Advisory)
Business and Shareholder Protection
Friendly and competent service