Pensions & Retirement

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.

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.

Thank you so much for the investment advice

I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!

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.

Thanks again for your time and patience

Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!