Financial security in Coventry

“We were recommended Oliver by family for mortage advise and he was absolutely brilliant, supportive, knowledgeable, and genuinely made the whole process feel effortless. From the start, Oliver helped with every bit of paperwork and took all the stress out of what could’ve been an overwhelming experience. Not only did he secure the best deal for us, but his advice throughout was clear, thoughtful, and always in our best interest. My Dad used to do a similar job, but finance changes however we knew we got a great service. We felt completely looked after and would absolutely recommend Oliver to anyone seeking reliable and reassuring financial guidance.”

“Roshan is just awesome! Assisted me all through the process. Tailored the purchase to me, placed me first in every decision taken and financially assisted me during this process. He is very patient and professional, always considers his clients and understands them in every way even in difficult circumstances and goes far and beyond for his clients. I will highly recommend him everytime and surely do a return business.”

“Was finding the whole moving house procedure really stressful especially the mortgage side of it. After using Gardner Finance Management a few years ago I approached them again. I can’t stress enough how they’ve made the financial process a lot less painful. Extremely efficient and very quick in supplying info and documents, they really know the current market and are very informative. Both Lee and Vicki have been fabulous”

“The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since. We have no difficulty recommending this company.”

“Luke is a fantastic mortgage advisor,he is extremely helpful and knows his job, as a first time buyer I was a little anxious, but Luke made the process very easy for me! Luke took me through every step of my mortgage application clearly and with confidence, from start to completion there was no problems at all, If you want someone that knows what their doing, Luke has been available all day everyday to answer my questions, and has gone above and beyond to meet my mortgage needs and requirements, contact Luke,you will not be disappointed! Thank You for the excellent service, Im a very happy customer!!!!”

“I have been a client of Derek Capelin and his team at Capelin Financial Management since 2009. Derek and, more recently, Katie Read have expertly and reassuringly guided me through important financial decisions during this time and in my ongoing retirement planning. I feel completely confident in the quality of their advice, their expert knowledge of financial planning and their commitment to securing the best long-term outcomes for their clients. Their advice is always explained clearly in review meetings along with detailed written recommendations and is supported by efficient processes and an excellent admin team. All this combined with their warm and friendly approach makes for a long-term relationship I value very highly. It is always a pleasure to interact with Katie, Derek and the team. I have absolutely no hesitation in recommending Capelin Financial Management.”

“Since moving our investments to Future Perfect We have received excellent service from Luke Slater and received better returns than expected, thanks Luke for your continued attention to our account.”

“I have dealt with Russell for a number of years and the service he provides is second to none, even during a tough year my investments have performed well and he has kept me well informed along the way. Can't recommend enough for a professional service.”

“Craig and his team at Saxton financial have years of experience, to help you plan financially no matter your age or circumstance. Craig is honest and reliable, and really gets down to what is important to you and your family, and then goes into detail into what is needed to achieve your goals. I would recommend him to anyone, even if its just for a chat to see if he can help you plan for the future. Thanks Craig and team.”

“Just had annual review. My consultant/advisor was fully prepared, understood my situation and requirements and gave considered, practical advice on how to proceed in year ahead. Noted my interest in mortgage and will-writing advice and promised to forward details of people IFA work with, but no pressure. Very helpful, knowledgeable, impartial.”

“We all pay our insurance premiums and hope that when there is a need to make a claim that all runs well. Unfortunately I had to put this to the test due to a burst water pipe in a property. I made a call late on a Friday afternoon and NFU Coventry jumped into action I was passed over to a lovely lady in the branch who appointed all the right people including a loss adjuster. From that point on till the last tradesmen left the property and the furniture was placed down I had and fantastic experience from what was a distressing discovery of a busts pipe. I have been with NFU for years and will continue to do so for many years to come. Well done NFU a top class very professional and not forgetting very friendly insurance company. I will continue to recommend you to all my family and friends.”

“It was great working with everyone here and I'm really grateful for this early opportunity to become a financial adviser. I got a job offer working in a local solicitors practise that I thought would give me some great experience and so said my goodbyes.”

“Been working with Hercules from Key Financial Associates for a number of years. Very professional and always value their independent advice. Hecules helped me to secure a 2 year fixed deal on my BTL before the rate rise. Highly recommended!”

“fantastic service and very helpful give good sound advice, very knowledgeably, explains in details and gives you confidence”

“Greg & Warwick Financial Solutions have looked after our finances for over 20 years. His advice on savings, investments, pensions etc. has been invaluable & has helped us to to achieve our financial goals. Greg"s expertise has given us confidence in our financial dealings & we have complete trust that his advice will always be excellent & tailored to our needs, We have had no hesitation in recommending WFS to our friends & family, many of whom have taken up their services.”

“JNJ has been looking after my portfolio for 25 years + and in that time have always found them totally professional in all my dealings with them. Friendly staff who give the impression that your call or visit is as important as everyone else's. I have total confidence in the advice offered.”

“Highly recommended. Very professional in supporting us with our questions and queries regarding our pensions.”

“We are very pleased to have Pat at Cygnus Financial Planning as our financial advisor. He has provided us with a professional service and explained to us in layman's terms, that we understand, the complexities and requirements of our investment portfolios. Pat has been always on hand to give us advise when we need it and we are very pleased with the services he has provided us to date.”

“Having never had a financial advisor before I didn't know what to expect, but Mark has been fabulous. He has taken the time to explain everything to me and has listened to everything I want and taken it all on board. Highly recomend”

“I was looking for some advice following my decision to retire a little earlier than I had planned on health grounds. I had several private and work place pensions and didn't really know how best to maximise the benefits between them. I got in touch with Eddie having done a Google search for an adviser in my local area. What followed was the most informative, logical and helpful 30 minute phone call I'd ever had. Eddie drills down in to your finaces as a whole and quicky builds the bigger picture that hadn't been apparent, even to me. I'm far from being a wealthy person and had felt that advisors woudln't really be interested but his attention, courtesy and knowledge was refreshing. I put the phone down with a renewed confidence, and began putting his recommendations in to place. What's more, we agreed a follow up call in a few months to catch up, when hopefully we can continue the relationship. Thank you Eddie.”