Some of our adviser
“Craig came to see me and explained everything in an easy to understand way. He went away and completed research on my pensions before returning with a well thought out plan.”
“Tom’s advice was clear and accurate. He guided me through the options available and together we came to the right decision. I don’t think Tom could have done any better.”
“Tom provided us with top quality advice on our investments and savings. He was extremely knowledgeable, polite and well prepared. Nothing was too much trouble for him.”
David & Carol, Wrexham
“Craig came out to see me in the evening as I work throughout the day. I have a much better understanding of my retirement options and will be able to retire with the peace of mind that Craig is supporting me in the background.”
“Given the difficult times I am going through with my divorce, Tom was very thorough and explained everything in simple terms. I am very pleased with my meetings with Tom and feel much more at ease about my future.”
“Craig explained the options available with the various pensions I had built up. Nothing could have been done better – products and options were fully explained along with an assessment of my risk to investment levels.”
“We decided to review our financial situation to ensure funding for our retirement. Tom provided an in-depth financial review and advice. We were extremely pleased.”
Kevin, The Wirral
“Tom looked for investments that are ethical and of a moderate risk level. Tom explained everything thoroughly, and I don’t think he could have improved in any way.”
Gwen & Alan, North Wales
“Craig helped me release money from my pension but also made sure my pension wasn’t taking excessive risk. It was a smooth and efficient process, thank you”
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Belgrave Wincham Limited is an appointed representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. Belgrave Wincham Limited is registered in England and Wales number 12167416.
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