Real life examples of how our expert and timely financial advice and wealth management solutions can help you achieve your goals and aspirations.
“He’s the expert, I trust his judgment to make the right choices for us and we’re happy to take a back seat when it comes to making those decisions. We keep seeing our regular monthly dividends and they’re enough to cover our expenses and allow us to afford a couple of nice holidays. I’m pleased that the investments he’s made on our behalf have remained steady. There have been no great surprises or sudden upturns, which is want we wanted – a reliable, steady income.” – Read more
“Julie got involved in all aspects of the trust and, essentially, picked up the pieces to protect us. I usually grasp matters but seem to be a dead loss with maths! Running and sorting out a trust involves a lot of work and having someone on hand to ensure that the decisions we made were sensible and didn’t leave us at risk of future problems was a huge relief.”-Read more
“He is head and shoulders above the rest in this area. He seemed to know what we wanted before we did and spent a lot of time getting to know us both, so he could properly understand our goals and needs. He wanted to include my wife in all of this, which I really liked.”-Read more
“I feel happy and reassured that someone is reviewing things regularly for me, it’s not all on me to keep up with everything. It’s good to have someone helping me for a change. I spend my working days helping others with their money. This has taken a great pressure off me. Jarrovian thinks quite differently to other firms and has come up with some really interesting ideas, adding more than just the run of the mill financial planning. They have made me aware of things I’d never considered.”-Read more
For a no-obligation consultation with one of our Financial Planners, please call 0330 058 5000