When putting your trust for protecting your wealth into someone else’s hands, it’s so important to feel confident with your choice.
Below are stories from our clients that we’ve built great relationships with over the years.
“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. The Wealth Experts at DJH Mitten Clarke 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.
“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. The Wealth Experts at DJH Mitten Clarke 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.
“We were introduced to the Wealth Experts at DJH Mitten Clarke after our bank wasn’t able to accommodate our particular financial needs.”
We were introduced to the Wealth Experts at DJH Mitten Clarke 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 at DJH Mitten Clarke, 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 at DJH Mitten Clarke, 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.
“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.
“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. The Wealth Experts at DJH Mitten Clarke 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!.