Testimonials

B S, Somerset

It was refreshing to witness your clear, detailed and honest advice concerning my pension fund. Most of us naturally become wary and protective over our assets, and often look sceptically at financial proposals by others who often appear to be trying to get their hands on a share of the proverbial pie! I’m pleased to say I saw your ideas and comments as trustworthy and constructive and made me look at new ways of securing my pension whilst giving it the opportunity to grow until I’m ready to retire fully in about 5 years. I therefore would like to commence with your proposals and agree to yourself representing the future plans, development and growth of my retirement plans. I look forward to working closely with you and watching with interest your future advice and proposals.

P. S., Bridgwater

Many years ago I decided I should start a pension, but like a lot of people I didn’t get very good advice or service from the adviser I picked. Fortunately for me, I met Ian Evans a few years later and quickly realised that here was someone who would listen to what I wanted then guide me through the maze of planning for my and my family’s future. I sought further advice from him and was happy to hand over the management of my financial security. Twenty years later I am more than pleased with the professional service Ian has given me, and the improvements he has made to savings and my retirement plans. He is easy to talk to, his knowledge is vast, and I feel his advice has always been researched, considered and tailored to me personally, from choosing an ISA to selecting the right funds to set up pensions for my children. I wish Ian well with his new partnership and would recommend him without hesitation.

J. & E. W., Bristol

Steve Poland has been our adviser for more than ten years and over that period has given us invaluable advice on all our financial affairs. Most importantly, not only does he explain things in a way we understand, he listens to us. We have recommended Steve to many of our friends, and they all report how satisfied they are with him.

M.D., solicitor, Bristol

Over the past decade Stephen and I have worked together on the financial affairs of many mutual clients and as a result have often, I believe, achieved far greater tax efficiency in their affairs than would otherwise have been possible.

J G, solicitor, Taunton

I have recommended many clients to obtain financial planning and investment advice from Ian Evans. In particular he has handled some challenging cases where capital has to be invested in trust for the benefit of a disabled person, which often presents difficult emotional as well as financial issues. I now refer all cases of this kind to Ian.

S. & R. W.

Trust is the basis for all successful relationships and perhaps none more so than with your financial advisor. Jon Lawson has advised both my husband, Richard, and me for a few years now and impressed us both with his high standards of ethical behaviour and integrity. But more than that, he appears to actually care what might happen to us as people. That’s priceless.

J and S H

I would like to say how pleased I have been with the service from Ian Evans. Ian is a member of the Society of Later Life Advisers (SOLLA), and his in-depth and up-to-date knowledge of pensions legislation and its actual implementation has been exemplary. I hunted around for a person with the right knowledge and after a lot of false turns was directed to Ian by the Citizens Advice Bureau. His service has also been prompt and supportive, at a difficult personal time for my husband and myself.
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