Protect Preserve & Prosper

What Clients Say About Us?

Below are a selection of the many client comments and feedback we have received about our service. 

  • Very useful thank you. Opened our eyes to what could have been pitfalls. Well worth it. Thanks. Del and Jo Oswestry April 2018

  • Many thanks for meeting with me and for highly valued support and advice. K Marcroft Shropshire April 2018

  • We were and still are very impressed with the service and professional way that Karan dealt with our retirement requirements and would recommend your company with confidence. Thank you Dave & Chris Beckett December 2017

  • Overall top quality service really seeks to understand needs and explains everything very clearly. Stanley April 2017

  • Although the process period was lengthy, this was not due to this company's methods but to the admin. side of the works pension scheme. Thank you for the work done. Holding February 2017

  • Karan was extremely helpful and explained complex issues with great clarity. I felt relaxed in her company from our first meeting so felt able to discuss my needs and requirements with her. My financial knowledge is limited but I was never made to feel inadequate even when suggestions I made were patiently revealed to be not what I really wanted. Bayliss May 2016

  • I cannot have enough praise for Karan because she has been completely helpful and professional and I have already recommended Karan to my friends’ Beckett May 2016

  • Excellent, really gets to understand your needs, not afraid to challenge you and get you to check your own preconceptions. Really appreciate everything that Karan does, absolutely first class service. August 2015 Stanley 

  • If we have any queries, it is always easy to pick up the phone: - all questions are answered in an easy manner that is understandable. Hill August 2014  

  • We were extremely pleased with the help we received; we were kept well informed of progress, especially in dealing with Scottish Widows! Cooper June 2014 

  • We were made to feel comfortable in discussing our personal finances and would whole heartedly recommend Karan to anyone need advice of a financial nature. Ford July 2014

  • Karan has worked very hard for us in what proved to be a difficult exercise, she took away the heartache of trying to do everything ourselves. Excellent Service. Cooper July 2014

  • Karan - thanks so much for your help and advice. Best Wishes Morgan June 2014

  • Karan Jones has been my first contact with Financial Services. I would recommend her to all my family and friends etc. Her professionalism and friendly nature have been outstanding. Karan has been invaluable with advice and understanding. Always available and trustworthy. I cannot praise her enough for making everything so clear and concise. W Thomas November 2013.

  • I am very satisfied with the service you offer.  You are straightforward and open about what you can and cannot do.  I have appreciated the time you have taken to get to know me and my financial circumstances.  Equally you have kept me informed of the progress of my application and whilst with the snow and what turned out to be tight timescales I was concerned that I had missed the boat so to speak with the Tax Year end I knew I could trust you to deliver. RB Warrington April 2013.

  • Just a quick note to say thank you very much for all your help to us in sorting out our finances for mum. Advice you gave and the way it was given was very helpful and much appreciated. M Everett January 2013.

  • As well as providing excellent financial advice, Karan is a lovely person who we feel is a real friend. She makes us feel that she enjoys her time with us. R Laycock Oswestry Dec 2012.

  • Karan was very helpful and easily understood with her advice and information. I felt confident that we could depend on her sound advice as she has a very experienced background. Being able to discuss everything in our own home helped make our meetings relaxed and friendly, and we know we can call on her in the future if we have anything else to discuss or any queries. We are most grateful. B Sutton Whitchurch September 2012.

  • Very happy indeed with overall level of service. R Stanley Whitchurch September 2012.

  • Karan's intuitive appreciation of clients' requirements is reflected in her investment advice. She does not attempt to 'bounce' clients down a preconceived road and is always available for discussion. Karan has her client’s best interests at heart. S Hobson, Oswestry, North Shropshire Feb 2011.

  • Just a brief note to thank you for your guidance and advice. We greatly appreciated your empathy to our needs; we feel you are dedicated to working for us the clients rather than the impersonal organizations we have experienced in the past. We wish you well and are happy to recommend your services to others. C Williams, Whitchurch Dec 2009.

  • Karan has provided us with understandable information about investment products which fit our attitude to risk and long term monetary requirements. Afterwards, making the chosen investments by the most tax efficient and cost effective way available to us. Karan is always cheerful regardless of economic conditions and a joy to welcome into your home. R & C Laycock North Shropshire April 2011.