Testimonials

Just a quick note to say many thanks for your continued valuable advice with regard to my Pension and Investment portfolio. I am also very pleased with the efficient way you dealt with the ‘Winding Up’ of my old Company pension Scheme. I was aware that it was a complicated and tortuous process!

Mr F, Poole

Neil has acted as our Financial Adviser for some years and assisted with the ‘Winding Up’ of our old Company Occupational Pension Scheme and the implementation of a new Company Group Personal Pension Scheme. He has also been on call for any Financial Advice needed and has assisted a number of employees in this way with personal financial matters. We have always been very pleased with the service neil has provided and will continue to rely on his advice when needed in the future.

Mrs H, Ferndown

At the time we first met you our confidence in Financial Advisers was at an all time low, …….. From the moment you took on our problems you have always seemed to understand our concerns and fears. Whilst the world of financial investment seemed alien and unpredictable to us you have always dealt with our panics in an honest, calm and professional manner. It is largely thanks to you that we were able to purchase our house and retire early, so we would both like to express our gratitude to you for knowledge and guidance over the years.

Mr B, Blandford

Just wanted to thank you so much for all the help and advice you have given us over the years. We are especially grateful to have had your expertise these last few months regarding our retirement/pension funds. Thanks for your kindness and patience to our endless questions and queries. Nothing was ever too much trouble for you and we would just like to let you know how appreciative we are.
With very many thanks.

Mr S and Mrs B Poole

I have known Neil Surtees for a many years as a friend. When my mother passed away and divided her assets among her grandchildren she made me a joint executor. I therefore looked for someone who I could trust to make an investment for my niece who was underage. Neil recommended the necessary investment which received the approval of my late mother’s solicitor and a ‘Will trust’ was set up. There was no hassle and Neil was very professional and understanding. I would recommend him to anyone who needed financial advice and assistance.

Mrs L, Dorchester

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