Testimonials
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| We are very pleased with the service that Karl provides and are particularly impressed with his ability to provide completely personalised financial planning advice. This is something that a succession of previous IFAs were unable to do. His plans makes sense of the complex money purchase pensions and savings we have accumulated over the years and he has matched them against a detailed analysis of how we want to spend our money over our retirement years. Unlike advisers who earn their fees from the insurance companies, and have an interest in selling those companies’ products, Karl’s approach, which is to work solely with, and therefore be paid by, his clients, guarantees independent and tailor made advice. He offers a thoroughly professional approach that is independent, clear and friendly. However many times we ask him to explain something, he has always been available to us and very patient! |
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Peter and Diana Jones, Reading |
| Financial planning for the future involves a need for confidence in the specialist knowledge required to navigate through the complex and constantly changing minefield of financial investment. We have found Karl to be both clear and conscientious in his dealings. As we have followed him along his career to date, we feel comfortable in leaving him in total control of our life savings, etc., in fact we feel incredibly lucky to have discovered him when we did. |
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Pam and Tony Bateman, Middlesex |
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As we see it you’ve raised many things we hadn’t thought about, provided a rational and considered approach to the issues, prompted some action now completed, opened up the horizons on possible courses, and identified our most likely course of action when I retire i.e. we have the advice we needed and now have the game plan we wanted. |
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Mr & Mrs A, Hampshire |
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I am wrting to say thank you for your visit to my home today and for spending your valuable time discussing updates toward future pension plans etc.
Thank you for your kindness, advice and for being there for me in the complexing machinations of pension provision.
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Mrs B, Buckinghamshire |
| After dealing with you for the past four years, I would like to thank you for the excellent and professional service you have provided. I am impressed with your anticipation of market trends and up-to-date knowledge of my requirements. When dealing with you, either on the telephone or at meetings, you give me great confidence in the information you are imparting and your integrity is evident. I look forward to dealing with you for many years to come. |
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Francis Benham, Berkshire |
| From my very first dealings with Karl Smith over 5 years ago, I was immediately aware of his alert service skills, the ease and efficiency of his client communication and his carefully explained, considered advice and subject knowledge. During the past 18 months especially, his financial planning and capital management service has offered extensively researched choices, close attention to the flexibility of individual client’s needs; and both rational judgements and descriptive explanations have further enhanced his successful creation and supervision of a number of my personal and family portfolios. I very much like his independent thinking and appreciate his clear and comprehensive methods of presentation, his confident in depth knowledge of funds and his canny awareness of market trends, all of which have been a most reassuring benefit in difficult market conditions. His affable goodwill and sound realism has made it both a successful and a pleasurable association so far, and I have no hesitation at all in both fully trusting and highly recommending his excellent, professional services through McLeod Browne. |
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Nich Chiswell, Oxfordshire |
| Since we first transferred our financial planning to Karl we have noted the level of care and attention that he has given to our account has been first class. His advice has always been sound and his in-depth knowledge of the markets has meant that we have been able to leave him to run our financial matters for us for the last three years, relying only on his regular updates to keep us in the picture. We have no hesitation in recommending others to use Karl’s organisation for their investments and financial planning, as we will be looking to Karl to handle our transactions for many years to come. |
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Keith and Lorraine Taylor, Wiltshire |