Spw Reviews

Annual review of personal wealth portfolio

Good understandable information from the financial advisor

Excellent adviser and takes time to

Excellent adviser and takes time to explain things to me in terms i can understand

Dealing with inheritance of shares

I inherited from my late husband shares Shroder where really helpful on what to do and guiding through paper work Very honest answers to a total novice on these things Felt comfortable on the advice l got

I thoroughly recommend SPW service

I thoroughly recommend SPW service My advisor is extremely knowledgable and I have complete confidence in his advice I really value the fact that he is easily contactable by telephone and is able to come to my home for meetings A great service

Our advisor Gavin made us feel at ease

Our advisor Gavin made us feel at ease from the first meeting Knowledgeable friendly and explains everything clearly Very happy with the service received

Honest and relevant information and

Honest and relevant information and guidance with no pressures Our consultant was professional in his approach and made us feel at ease and explained the various aspects and options open to us He provided a very detailed flexible and personal plan which we feel meets our needs

Excellent overall experience

Excellent experience and great communication and advice from Simon-Luc Farrow our advisor

Thorough review on pension pots and no pressure guidance

I felt the adviser was knowledgeable and thorough in their approach to giving pension advice This service was recommended by my bank and I felt that I got value for money My various pension pots are so much easier to manage now