What our clients say
Before winding down to retirement some seven years ago, I had worked in financial services for over 20 years and therefore able to make an informed choice of who should manage my investment portfolio. I certainly have no regrets in appointing Neil Bevan who has consistently achieved outstanding investment returns and provided me with the most tax efficient advice appropriate to my circumstances, reflecting the totally bespoke service Neil provides. Our regular reviews are both informative and reassuring, thereby maintaining my confidence in Neil’s overall knowledge and experience covering all aspects of the financial spectrum.
Neil accepted the management of our retirement investments when alternative stewardship had led us to a low point in our post-retirement financial position. Neil is a master of his craft and acts at all times with consummate professionalism. We have total confidence in his decision making regarding our investments and most importantly, implicit trust in his integrity. In short, he has given to us a real sense of security in our retirement.
I have known Neil Bevan for over eleven years when I appointed him as my Financial Adviser. I had received financial advice from other sources for a considerable number of years but had more recently dealt with my investment portfolio personally. As a consequence I felt able to make a judgement concerning my future association with Neil.
At the outset he was meticulous in establishing my financial goals and my personal attitude to investment risk.
Since that time we have maintained regular reviews of my portfolio and made changes as appropriate. He has always taken great pains to explain his proposed changes in an understandable way for me.
I have no hesitation in recommending his professional services to anyone in need of sound financial advice.
If you are looking for someone to take a genuine interest in you and your future, we might just be the adviser for you. We enjoy building working relationships with our clients and helping them shape their futures. Neil has a wealth of experience to draw from, having started in the industry in 1994. After practising as an Independent Financial Adviser for many years he established his own firm in July 2009. The firm has grown a client base of individuals who prefer an active working relationship with their adviser.
We understand that your situation is personal to you, so we’ll always take time to get to know what your future aspirations are. We’ll take time to look for the best solutions for your needs, and we’ll keep reviewing things as time goes by to make sure that they still do.