Dear Steve,
Just thought I would put down on paper my gratitude for the work you have undertaken on a couple of my clients recently.
Obviously for confidential reasons I cannot name them, nevertheless, I have had feedback from them and whilst it has taken over 12 months to finally sort out the mess they were in, they are extremely happy with the work carried out by you.
As you are aware, we have had problems with one particular item in their affairs, this being a pension dating back to 1968. In fact he is only one of 3 people in the UK to have this particular type. Your knowledge and understanding of the situation and having the capability of explaining this to them has impressed me.
I understand that when they get the final amounts transferred to them, they will be building an investment portfolio with your professional assistance.
Rest assured I have no qualms in recommending you for any investment or pension advice and keep up the great work.
Your sincerely
Philip Dawson
PMD Associates Ltd
Testimonial
Dear Steve,
Gill and I would like to thank you for sorting out our pensions. We have, over our careers collected several pensions and with your help and guidance you have been able to consolidate them into one. Due to the changes in pension rules your skill and experience has helped us to save several thousands of pounds in unnecessary charges and set up our pensions that will best suit our future plans.
We are very impressed with your level of professionalism and would not hesitate in recommending your services.
Thank you
Yours sincerely
Rick & Gill Toner
Comfort and Care
Thank You
I would like to thank Stephen for advising my mum on the best way forward to prevent our family having to pay a substantial amount of Inheritance Tax.
Also due to Stephen's advice the investment in various trusts are performing considerably letter than previous.
Therefore to summarise, we will not have to pay anywhere near the amount we anticipated in Inheritance Tax and are making a lot more interest on the investments all down to Stephen his companies callective advise.
I would have no hesitation in recommending MS Wealth Management Limited to anyone seeking helpful and friendly Independent Financial Advice.
I would like to thank
