What our clients say
It is now over six months since you began looking after my pension and investment portfolio.
You promised at the outset to provide an actively managed service that would be far more effective that the system the my previous IFA had set up.
Changing ones IFA could be described as a leap of faith. Not to dissimilar to changing accountants, banks and other sticky relationships. After hearing you talk about your experience within the financial markets, and you clear understanding of them, I was prepared to take that leap.
I wish I had done it sooner. You recently organised a review of my portfolio during which it was clear that me pension fund is growing much more rapidly than it had done before.
Not only that, but are helping elsewhere. I need a mortgage for a buy to let property that I am getting in Cardiff. It's surprising what changes have happened since the last time I got a mortgage, but you have made this all very simple.
Needless to say. I will continue using you to look after my financial affairs, and will recommend you and Aqua to others whenever the opportunity arises.
I just wanted to say a big thank you on behalf of my self and Jim. You gave your time and advice freely when I needed assistance on what to do with an investment, and on our mortgage. we were especially grateful due to us having a lot on our minds at the moment. We would not hesitate in recommending you to any of our friends, family and clients who are looking for good honest advice.
We are a local business focusing on the financial goals of our clients, to meet their needs in an ever changing environment. We have no restrictions on the type of clients and we look to give a clear and transparent outlook to everyone’s financial circumstances.
We provide the first consultation to determine the client’s needs at our expense and we look to create a relationship that will lead to have a client for life.
We build our reputation and business on recommendations, so we deliver the most highly professional services that our clients deserve.
We strive to deliver excellent customer service, making it easy for you to control your finances and put together private and corporate client strategies. We provide you with regular reviews constantly looking to improve your situation.