“… my finances are more solid and well thought out. I have a coherent plan, with my finances and financial thinking in order.”
I went with a very specific request about pensions but Dennis went into the bigger life picture; he explored my consultancy business, how successful that would be, and also my other chalet business, and where would be the most useful place to spend my time. Nothing was in it for them, but it was a massive value add. I feel my finances are more solid and well thought out. I have a coherent plan, with my finances and financial thinking in order. They work on the bigger picture down to the little things. They’re totally professional in following through, picking up on the little things. For all those reasons I absolutely trust them. And I don’t do that easily!
“… attention to detail is exemplary and he is supported by a small but extremely efficient team who share his values.”
Dennis seeks to focus on the whole person and not just the immediate problem. As a result his advice is much more holistic. He never attempts to “sell” product. Instead he focusses on ensuring the right asset allocation and then attempts to secure this in the most advantageous manner. He tries very hard to get the fullest understanding of his client’s true needs and will then carefully consider the appropriate solution. There are no quick fixes. His attention to detail is exemplary and he is supported by a small but extremely efficient team who share his values. I believe he also offers very good value.
“The relationship with Dennis has been extremely open and positive; he has always given the impression of understanding exactly what we want to achieve…”
The relationship with Dennis has been extremely open and positive; he has always given the impression of understanding exactly what we want to achieve and our scepticism of some financial advice. Quality is only marked down to three stars, as we are only a couple of years into the relationship. If it works as I expect, this mark will become 5.