What our clients say
I had received a substantial inheritance and really had no idea what to do with it. Adam came highly recommended to me from a friend of mine. Adam made the whole process very painless and really took the worry out of it all. He spent a long time understanding my situation and discussing what I was trying to achieve. He then clearly explained why what he was suggesting was suitable for me and what I could expect from the investment. Adam is a very genuine and trustworthy character and that was one of the most important factors for me.
My sister and I were looking to buy our first house. Adam was brilliant! He made the process very simple and clear and understood that our knowledge of mortgages was rather basic. He was always in contact with us and quick to respond to any queries we had, however insignificant they might have been!
We needed to invest some savings for the future to ensure that we are getting the best rate of interest and that our money is safe. Also, we are entering retirement and needed advice on how to make the most of our 'pension pot' under the new government rules. Adam helped by looking at our financial situation and giving us advice on how we can make our money work efficiently for us during retirement. Our savings have grown since we invested on Adam's advice and we are confident that they will grow more over the long-term.
I had quite a few pensions tied up from various employers over the years and wanted advice on consolidating them. Adam explained all about the new pension rules and how important it is to make the most of all the tax advantages available to me. Although I was initially just interested in pension advice, after meeting with Adam I also decided to invest some money into a stocks and shares ISA. Even though my retirement is many years away, it feels good to have a clear plan in place and more control of my finances. I now contribute regularly into my pension and ISA and have signed up to the ongoing review service offered by Adams firm to make sure I stay on track with what I hope to achieve.
I needed help with finding the best mortgage deal and to help plan my future. Adam quickly and efficiently presented me with several mortgage options, pointing out the benefits and drawbacks of each. He always communicated clearly and ensured that he simplified things that I didn't initially understand. I received my mortgage offer in a week so was very happy!
Several events in the past couple of years introduced us to Adam. The death of my father in law lead to meetings with Adam and my mother-in - law to sort out their investments as the company had looked after their affairs for many years.Following this Adam advised my wife and I on our own re-mortgage and has subsequently helped with a review of our pensions.Recently he has also helped my mother-in-law again with an equity release loan.
I can honestly say that in all our dealings to date with Adam there is nothing I can really fault him with. Dealings with Financial Advisors and reputational damage in the past for the sector can make one wary of them but he has been clear and trustworthy and has certainly put my mother-in-law at ease with her affairs which, as lady in her seventies causes her much stress.
Liddelow Financial Services is a London and Isle of Wight based advisory firm, providing expert wealth planning for private and commercial clients.
We understand that everyone's different, and that's why our financial planning approach is as individual as you are. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful planning and consultation. We then provide quality advice services and practical solutions to help you achieve your objectives.
Where to find us
Head office address: 73 Westhall Road, Warlingham, CR6 9HG