Client Testimonials

NP – Solihull

We reviewed our finances recently as we are both approaching retirement.  Like many in our position we had a variety of pension provisions and savings accounts.  We wanted to ensure that our money would work as hard and as effectively as possible for us and realised that we needed to obtain some good advice.

We asked friends who they used and searched online and we eventually met with four firms / advisors.  We felt by far the most comfortable with Jonathan. We found him easy to talk to, very personable and we felt that he could relate to us and us to him.  We felt absolutely confident that our personal information would be in safe hands.

He was very thorough in assessing the basics – our attitude to risk and our aspirations and ambitions for our retirement.  He was also very willing to have detailed discussions to understand our requirements better.  We always felt that we were leading the deliberations, with the appropriate support and guidance of his expertise.  We are delighted with the advice and with his considered recommendations and we are now implementing these, with the ongoing support of Jonathan and his team.

PM – Lichfield

What a pleasure to visit Pool House. A warm friendly greeting awaits you.  Professional Advisers with huge experience in financial products and planning. A bespoke service to meet all your individual needs.  Everything is explained to you in great detail and made easy for you to understand.  A ” No pressure” service in a beautiful Grade 2 listed building in the heart of Lichfield with a cup of tea or coffee, what could be any better!!   Fully recommended.