Client stories

"Each meeting I have had with Jack has been very informative and helpful, he explains everything very clearly and, as with all the advisors I’ve spoken to at Wealth Experts, he is looking out for the client all the time to ensure that it is in their best interest. Thank you Jack!"

The importance of our annual catch up meetings was highlighted recently when we met with one of our clients, Alice. One of the main benefits of a review is being able spot opportunities and challenges that weren’t present in previous meetings, and that was exactly the case with Alice.

Alice

Due to plans put in place, this client can rest assure that their money is working hard for them, and not being eroded by inflation.

Our client was recently coming up to retirement, which prompted a review of their investments and retirement provision. After being introduced to Wealth Experts by an existing client, our Financial Planner Jack Farmer, arranged a meeting to discuss James and Sarah’s concerns and also their goals for retirement, to help build a clear financial picture.

James and Sarah

This client has now learnt that they can afford to retire early, even after gifting their daughter £50,000 for a house deposit.

We advised and assisted our client with pension investment, managing ISAs and cash flow planning. We were approached to help our client due to their current advisor providing an unsatisfactory service, who wasn’t engaging with them properly and not meeting expectations.

A hat trick of financial improvements for our client

Due to the research and planning from Jack and Alex, Tim and Jodi are now able to continue with their desired lifestyle in retirement. They now feel confident that their finances are now in hand for both their children’s future and theirs.

After being introduced to Wealth Experts by Tim’s brother-an existing client of ours, and having initial conversations with Tim and Jodi, Jack Farmer, Financial Planner, took a look at their options and explained how they would be able to achieve their objectives.

Tim and Jodi

''The Wealth Experts team were not phased by the volume of documents I gave them and after a short time presented us with very comprehensive reports. We've found the team at Wealth Experts to be extremely approachable, responsive and thorough. We're really pleased with the results''

Michael and Sarah approached our team after their previous financial advisor retired and they wanted to review their investments to account for their age and health. Their objective was to ensure that their complex financial arrangements met their current needs, as well as the needs for their family in the future.

Michael and Sarah

"A great outcome was secured on an Inheritance Tax analysis and mitigation case. Our client Mabel, came across many challenges, and the solutions that we recommended created a successful result..."

Mabel approached our team after deciding to sell her £1.2m home to downsize to a property worth approximately 50% of this value.

Mabel

"I’d definitely recommend Wealth Experts to friends and family. They’ve given me so much confidence in the products, where my money is invested and the future"

Paul Parry

“I was looking for a good financial adviser after setting up my own business.”

I was looking for a good Financial Advisor after setting up my own business. I'd tried several options but most advisors just tried to sell short-term investments that they never followed up on, which was frustrating. Wealth Experts have helped by giving me confidence and trust in the longer term. We review my personal financial status and level of risk, and they continuously monitor any investments. I enjoy the fact that they are “real people” with personalities and are a pleasure to deal with.

Mark Lloyd

“I realised I needed financial planning when I set up my own company after working in the corporate world for 25 years.”

I realised I needed financial planning when I set up my own company after working in the corporate world for 25 years. I was looking for advice on managing my pension investments and plan for retirement. Wealth Experts gave me pragmatic, timely advice and as a result, my pension provision is much easier to understand. I can now work on what I want, when I want to and not be too concerned about the future.

Bryan Semple

“We were introduced to the Wealth Experts after our bank wasn’t able to accommodate our particular financial needs.”

We were introduced to the Wealth Experts after our bank wasn’t able to accommodate our particular financial needs. They provided a full market approach, rather than the bank’s singular approach, which enabled us to efficiently find our solution. They've given us the confidence that when we're deciding on something, we'll get the advice we need. The outcome of all of this is that we've been able to retire at 50!.

Sandra & Martin Wickson

“In the 8 years I’ve been with the Wealth Experts, I’ve been able to discuss major financial decisions in person with someone who knows me and gives me meaningful insight.”

After a career in Civil Engineering, I had numerous pension provisions, plus changing demands on income as my children grew older, and a desire to change my working pattern while I still could. I wanted to consolidate and create a flexible portfolio. What I got exceeded my expectations - with regular meetings to analyse my ambitions and ensure that my portfolio was fully aligned. In the 8 years I've been with the Wealth Experts, I've been able to discuss major financial decisions in person with someone who knows me and gives meaningful insight. This allowed me to steer my finances to finish work in a conventional salaried role days after my 59th birthday.

Phil Appleby

“I wanted to tailor how my pension pot could be managed to not only meet my retirement plans but also protect my pension for my wife and family.”

I wanted to tailor how my pension pot could be managed to not only meet my retirement plans but also protect my pension for my wife and family. I received sound, balanced advice around my specific requirements and we jointly agreed a detailed plan. Whilst comprehensive, this plan was presented in a way which was easy to understand. They took responsibility to implement the plan. Importantly this is an ongoing plan, reviewed with both my wife and I to ensure it continues to meet requirements, and suggestions are made to adapt the plan to meet our needs. The team are a pleasure to deal with. They are very personable, knowledgeable and proactive which makes you feel valued as a client.

Paul Brough

“When approaching my 50th birthday, I felt I needed a plan to take me through to retirement.”

When approaching my 50th birthday, I felt I needed a plan to take me through to retirement – I didn’t have any clear idea of when I would be in a position to retire. Wealth Experts have helped me draw up a detailed plan for my short, medium and long-term financial future. The plan looks at all aspects of my financial situation rather than just focusing on the pension pot itself, which I have found really useful. What I like the most is the personal service and help to adapt my plans when circumstances have changed, for example when we decided to buy a second property. I have established when I can afford to retire rather than just guessing and hoping!.

Suzanne Potts