WHAT OUR CLIENTS HAVE SAID ABOUT US

Every year we ask an independent research company to survey our clients on how they feel about us. We use this feedback to improve our service and to make sure we're delivering on the key things an investor needs. Here are some quotes from the most recent survey of our service.*

Testimonial – On accessibility to your adviser

 

"I do not hesitate to contact if I have a query – or if I am concerned about my investments. I have always been heard and explanations given for whatever concerns I have had . Pleasant personality, given excellent information on all the products I have invested in."

 

"My financial adviser is always accessible and communicative and honest with his views. Very trustworthy and loyal.'

 

Testimonial – On adviser knowledge and passing on knowledge

 

"We have always had professional and understanding advice on our investments and the advice has always been of the highest standard."

 

"Their main strengths are good advice and a high level of technical knowledge demonstrated at meetings. We are very satisfied with this firm and the services available."

 

"We always feel our adviser is interested in us personally as well as business. He understand our needs and lifestyle and always accommodates us especially well."

 

Testimonial – On the quality of investment advice

 

"I am very satisfied with the level of advice and service, both from my adviser and the support staff of the firm. Their approach is always very professional but also relaxed and friendly, which puts one at ease."

 

"For over 65s the need is for balanced investments – they have achieved this."

 

"My adviser had a set plan with timeframes to achieve solutions."

 

Testimonial – On the delivery of service and communication

 

"I was most impressed with the way my adviser handled a recent problem I had. He stayed with it until it was sorted and nothing was too much trouble."

 

"Regular updates are provided. A good review system is in place."

 

"I see my adviser once a year – by my choice – but they are very good at contacting me and keeping me up with changes in the market."

 

"A pleasure to deal with."

 

 

 

* Comments were made on a CATScan survey made about us in 2008, prior to renaming the company Milestone