We recently reviewed our investments through Mark, having taken them out through his father in the 1990s. We wanted to make our investments IHT efficient and Mark helped us to do this efficiently.
3-S Financial Management have been managing my money (specifically, my retirement savings), for the past 10 years. Over this period, I have benefited from Mark Sekree's wisdom and intellect in choosing a range of funds, (most of which I would never have considered without his expertise) and from his sensitivity in ensuring that I am comfortable with the level of risk. The results have been excellent as has been the value that he offers. 3-S is the antithesis of a large, impersonal, money-grabbing financial management company. As a family-run firm, what stands out is their very personal approach. Their level of service is outstanding; Mark knows my situation well, and is always keen to explain or help in any way that he can. 3-S is the ideal company to help the naive navigate the complexities of the financial world.
3S have provided me with financial advice and managed my financial affairs for nearly 30 years, always clear on my objectives, lifestyle and attitude to risk. We hold regular reviews and I have been impressed and pleased with the performance of my portfolio over this time including during the pandemic.
Really friendly and knowledgable advisor who took the time to get to know me and my circumstances, and to discuss various options until we found a solution that met my needs.
I have found the firm very quick to respond to any questions and they always quickly sort any of my, usually, daft requirements. Very good value as my assets under management have appreciated extremely well in these difficult times and I have great faith in their ability to carry on with these results. I cannot recommend them too highly
Takes time to understand the client's needs and wants. All proposals are thoroughly discussed prior to decisions. I have been a client for well over ten years and have no hesitation in recommending 3-S.
3-S Financial Management is located at Work.Life Core, Brown St, Manchester M2 1DH, UK
You can contact 3-S Financial Management at +44 23 8022 2410
You can find directions to 3-S Financial Management by following this map link