Testimonials
We are proud about what we do and it is very satisfying to know that our clients appreciate what we do. Here is a small selection of their thoughts. Our aim is that you too will have a similar experience with us.
| Many years of good sound financial investment advice and guidance for both the Company and me and my family personally from an excellent Financial Adviser and a good friend. |
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Bill Harrison, Managing Director, Container Leasing UK Ltd |
| Having handled my late fathers financial affairs and care home financial provision in an efficient and effective fashion for many years, Wellserve are now assisting my wife and I with investment, savings and pension planning. Whilst obviously drawing on their extensive experience of the markets and product availability, they have also exhibited a talent for providing tailor-made solutions to individual specific needs. In our experience they are extremely approachable, knowledgeable and experienced with an efficient administrative backup. |
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R and W Westacott, Crowborough |
| I have been a client with Wellserve for several years. From day one I felt confident with the way my financial affairs were to be looked after. The recommendations and any changes suggested have always considered my personal circumstances and objectives and have always been explained very clearly to me. I have never felt pressurised into accepting some change with which I did not feel comfortable. If I have any worries or concerns I know I can depend on having them dealt with quickly, either over the phone or by letter which is very important particularly in the current climate. I am very satisfied with the excellent service offered by Wellserve. |
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V A G, Kent |
| Over a number of years, Wellserve have provided helpful and prompt service to me and I have found their considered advice on financial matters to be sound. |
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J Gould, Sussex |
| For us an important feature of the service offered by Wellserve is that they are not restricted to the products of a single financial organisation. Wellserve identify products offered by approved companies across the open market and selected to meet our previously assessed requirements. Before committing ourselves, a personal confidential explanation and discussion aided by computer graphics, helped us to appreciate the scope and complexity of recommended products. The result has been peace of mind since the vexed questions of financial matters that concern us have been handled and resolved very satisfactorily. |
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Testimonial received from two married elderly retired pensioners, Kent |
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A solicitor friend of mine recommended Wellserve to my wife and I. We have now been with them for three years. The previous organisation had placed our financial affairs in need of some attention. On first contact it was apparent that Wellserve is a firm with an approachable and proficient team of people. We first examined our concerns in detail. All suggestions relating to changes in the distribution pattern of investments were discussed at length and in detail. Gradually, several changes were introduced which have met with our entire satisfaction. With great care our inheritance tax planning has been carefully developed and the necessary legal requirements completed at the same time. The most important feature of our association with Wellserve is the trouble that they have taken to explain to us clearly and with great patience financial matters with which we were largely unfamiliar. We are pleased to have become associated with Wellserve. Our experience is such that we are confident to recommend them to our friends and relatives. |
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Anonymous, Kent |