InvestAcc

Client Login (WealthView) | Staff Login

Testimonials

 

Good Morning Catherine. Thank you so much for all your hard work in preparing the Transfer Analysis Report and cover letter, everything is as I had expected and very much meets my approval.  I am so happy to have finally found a company that has understood my request and prepared exactly what I have requested so thank you and Nick once again for your extremely professional service.

Warmest regards

 G

 

1456947713_quote-mark

Thank you for guiding us through the minefield of claiming and setting up our retirement pensions and the friendly and helpful advice with our investments. We will not hesitate to contact you again should we need further advice.

P. & M. H

 

1456947713_quote-mark

Thank you so much for all your help in finding appropriate investments.I really appreciate your time and patience explaining everything.

ML

 

1456947713_quote-mark

I just wanted to thank you very much indeed for giving me so much of your time on Friday. It was most kind and I really appreciate it. The discussions proved very useful and without your help I am sure I would not have been able to understand so clearly the advantages and disadvantages of my retirement lump sum options. I am confident the right decision has been made. It is reassuring, that despite the difficult economic climate my investments are, on the whole, performing pretty well.

R

 

1456947713_quote-mark

In a very short period you have sorted our pensions problem. What we thought would be a daunting experience was handled for us in a reassuring manner. We are both happy with the arrangements, we are now able to plan our future.
Many thanks for everything you have done.

A. & L. B

 

1456947713_quote-mark

The service you and your team provided was excellent.

GJ

 

1456947713_quote-mark

As always many thanks for your excellent service.

PW

 

1456947713_quote-mark

I am very grateful to you for your diligence and persistence in obtaining this money. I think I must owe you more than a coffee. I don’t know when I will be coming to Carlisle again, but when I do lunch is on me

JW