What our clients say
For the past 5 years Steve has provided us with a first class service and we would like to thank him for his help and assistance in all financial planning matters. It is a breath of fresh air to work alongside an Independent Financial Advisor who truly is independent to the extent that only appropriate products are recommended to our clients. These products have saved our clients large amounts of money and some have meant that our clients have now got financial peace of mind for many years to come.
As a small business, the expertise of PFP has been vital in ensuring we meet our statutory obligations for employee benefits, but more importantly provide our employees with the professional pension advice and support they require. I believe that PFP are key in assisting with our staff retention.
I have been very satisfied with the advice I have received from Pettecrew Financial Planning.
PFP have managed a number of my small pensions, consolidating them into a manageable sum. The advice has been straightforward and has given me options that I had previously been unaware of - to my benefit. Valuable guarantees on some of my arrangements were identified and left in place where appropriate.
I started my own limited company and was looking for ways to invest for my future. Stephen was recommended to me by some associates of mine. He took a great deal of time to advise me on my options so that I was absolutely clear about his advice, and I believe this personal touch was instrumental in my ongoing use of his services and advice.
I had used others prior to Stephen, but felt that he set the bar a little higher when it came to his knowledge and advice.
I sold my business in 2008 and required advice on how to make the most of my capital. Stephen recommended an investment portfolio for my retirement and provided valuable tax advice on my pension planning and inheritance tax postition.
I now regard him as a trusted friend as well as adviser and recommend him to others.
I needed advice as I was contracting and wanted to setup a suitable pension fund. Stephen gave me advice on all my existing pension arrangements and helped me consolidate them. I am able to keep track of my investments by using an app on my Ipad.
Pettecrew Wealth Management provides individually tailored financial solutions to both corporate and private clients. Extensive use of award winning web based technology provides clients with access to their own secure website from which all of their financial information can be viewed and managed.
An initial consultation is available to all new client enquiries, free of charge and without obligation.
Clients benefit from having an experienced adviser that can be contacted at any time to deliver advice that takes into account all their objectives. We are highly active in the investment and pensions advice market.