Pensions & Retirement

Thank you very much for all the clear financial advice

I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.

Appreciate the work done this year in growing my investment

Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!

10% increase on our investments

Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.

I was not expecting such an exciting performance

I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.

Patient, informative and diligent

I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.