Probably the best decision I made 5 years ago was to take Harry’s professional advice.
Georgia has contacted us regularly to ensure that our current situation is reviewed and investments revised as necessary. She has responded immediately to any requests we have made - with contacts over a bank holiday weekend on one occasion! She also took much time in researching the options for a r...
Rob comes to see us at least twice a year. He is an excellent communicator explaining clearly the movement in our investments and makes sound suggestions for future investments. We value his knowledge and expertise in our financial matters and investments and trust him implicitly.
SJP have looked after my investments for nearly 20 years. I am delighted with the performance of our pensions, ISAs & other investments. Peter Jones explains things in lay mans language. His P.A. Rosie only needs asking once and consider it done. I can’t recommend Peter & Rosie and the re...
Past performance is not indicative of future performance.
Professional and well balanced. Not pushy or trying to oversell.
The money we have invested has increased in value. You are very pleasant to work with.
Friendly, useful and understanding advice which as you become elderly, is needed.
Personal and at the same time very professional. My wife and myself feel very comfortable with your advice and your mannerism
The fact that I can always ring for advice when necessary and the way requests are dealt with quickly and easily.