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Here is a selection of extracts from feedback and letters from our clients:
Mr D - Wolverhampton - October 2009
“I would tell my friends and family of your services because of the help and advice you gave me and the short time it has taken to get through it all. My adviser felt like a lifelong friend and not a stranger. Thank you and for helping me at this time. I can assure you that anyone, friend or family require help or information I will give them your number with thanks”.
Mr B - Flintshire - August 2009
“Very professional and informative, did not pressure in any way. Excellent in every way”
Mr B - Stourbridge - June 2009
“It is a good service. You do all the work and I am happy with the service. I will recommend it to family & friends”
Mr B - Derbyshire - June 2009
“you and all your staff have kept me fully informed at all times. I would like to thank you all very much for all the work you and your staff have done for me and my wife. Excellent job”
Mr D - Perthshire - May 2009
“The service I received was of up most in clarity and offered a number of options, your advice was top class and I had the maximum confidence in you. I was on the brink of bankruptcy but due to your efficient and prompt service I am back on track and feel more secure in myself. Forever grateful”
Mr B - Peebleshire - May 2009
“People don’t always understand about pensions and such. You have made it very clear and answered all our questions”
Mr T - Portsmouth - May 2009
“The advice I was given made it easier to understand the various options that were open to me”.
Mr P - Cheshire - May 2009
“I was extremely impressed with the service overall, but particularly provided by my adviser who was very knowledgeable, thorough and helpful”
Mr D - Northumberland - June 2007
"Thank you very much for your handling of my pension transfer and encashment. I was very pleased with the speed of your actions. I was very impressed with all my dealings with you which I considered very professional and also very straightforward. Once again a very big thank you."
Mr M - Wiltshire - December 2006
"I would also like to thank you for all the help you have given me over the past few months. All the staff have been very professional and helpful, so once again thank you very much."
Mr N - Wakefield - October 2006
"In receipt of your assessment of my Pension. I have read and understood, and after our telephone conversations, coupled together with your written report. I am taking your impartial advice. Therefore, I will not be proceeding further with the surrender of my Army Pension. As for the funding of the wedding, I shall extend my existing loan. I would like to take the opportunity to say a big thank you, for all the work and advice you have helped me with on this matter."
Mr K - Birmingham - June 2006
"We both thank you and all the staff for your excellent work and advice you have given me. We will let our friends and family know about your superb services. Once again, thank you."
Mr & Mrs B - Lancashire - 2006
"Thank you for all your help and advice over the past year or two! Your thoughtfulness and consideration you have shown throughout this time, complete with my ill health, and the negotiations, for a better lifestyle for both myself and my husband have been more than exemplary. It has now resolved in an awful lot of 'peace of mind' for us both now and in the future. We can't thank you enough. God bless you all and once again a very big thank you."
Mr B - Newcastle-Upon-Tyne - March 2006
"Please accept my thanks for the superlative service which I have received. I've been so impressed by the communicative skills of your staff ... ranging from the regular bulletins ... succinct, concise ... and couched in universally understood language; down to the telephone calls ... friendly, precise and informative. This letter is penned by a satisfied customer."
Mr C - Stirlingshire - November 2005
"Thank you so much for all your courtesy and professional help. I shall certainly recommend you!"
Mr B - Glasgow - October 2005
"I wish to thank you all for the excellent work on my behalf."
Mr B - Bootle -June 2005
"I am writing to say that of all the firms and companies I have had dealings with, your company is by far the best, very professional and understanding with a very good personal manner and helpful in every way."
Mr S - Waltham Cross - October 2004
"Having just received payments and policy documents after unlocking my pension, I want to tell you the excellent service I have received from your staff. They made me aware of the risk and kept me informed. I am very happy I dealt with you, many thanks."
Mr S - Salisbury - March 2004
"Just a quick note to say thank you for all your help in more ways than one, with my pension. The way you and your team helped me from start to finish was very proficient. It made it so easy to understand things as regards to forms and the like. If anyone asked me about a dependable financial adviser I wouldn't hesitate to point them in your direction, thank you once again for your help."
Mr D - Newton Abbott
"I am writing in appreciation of the help and good advice received from your Consultant. We have now managed to secure tax credits to relieve our financial burden, enabling us to leave our pension untouched for future benefit. We were given good friendly advice with no pressure put on us at any stage."
Mrs M - Merseyside
"The advice I was given was more than excellent as was the correspondence your company supplied. I would like to thank you very much as the advice made a big difference to my future. I would recommend you to anyone as a very professional company, looking after people's interests instead of trying to make money for yourselves. In this day and age this is a very rare quality and you should be proud of it. In the future, if I needed any financial advice I would not hesitate to contact you."
Mr S - Fareham
"May we take this opportunity to thank you for the excellent way you have dealt with everything; your staff have always been patient and caring."
We constantly monitor our clients experience with us, to ensure we are continuing to deliver the highest levels of customer service. We encourage our clients to provide feedback on the areas where our service could be improved, which historically have included:
- Reducing the timescales involved
- Improving our telephone systems
- Making our financial reports easier to read
We have taken a number of steps to improve our perfomance in these areas, and continue to do so in order to deliver the best experience for our clients.