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Client Reviews

Here is a small cross section of client reviews giving a feel for what we do

“Austyn has provided good financial advice for my wife and myself for many years. He appreciates and understands what we are aiming for as we approach retirement. We always find Austyn and his staff very friendly, efficient and understanding.”

Sam & Vicki Ballard  Client for over 20 years

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“I had never had to manage the money until my husband died and had no idea what to do with it or how to plan for the future. Austyn made it all very easy, understanding my attitude to risk and how my income needs would change. In the 5 years since then I am amazed at how the investments have grown. I am a bit of a worrier about money but after a meeting with Austyn I feel more relaxed, knowing that my investments are being largely protected from the general turmoil of the markets and that I can access them easily when the need arises.’

Diane Holden  Client for over 5 years

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“It has been a fantastic experience for me having Austyn as my advisor. In the beginning my finances were a mess and he has sorted things out, takes care of my investments, keeps in contact regarding changes, always available for catch up meetings, has brilliant back up staff, and has managed to make me some money.”

Joan Lofts  Client for over 15 Years

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“Austyn has looked after my finances for 20 Years. He is probably one of the nicest people I have ever met and I trust him implicitly to look after my monies for which he has total charge. If I have a query or problem everyone at the office is so helpful and they all look after me so well. I can’t imagine anyone else looking after my monies ever. Austyn’s personal touch all adds up to make him the very best financial advisor.”

Gilly Parsons  Client for over 20 Years

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“Our investments have always performed well under Austyn’s guidance. We appreciate the prompt service given by efficient and friendly support staff. Austyn himself is highly professional, he keeps up to date with developments in finance, and appears to be well thought of by other IFA’s. He keeps us well informed via his occasional newsletters.”

Peter Savill  Client for over 15 years

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“I consider that you and your team have done an excellent job, during difficult times, to grow my investment portfolio significantly. I am delighted with the overall result which has shown growth in all investment areas. I would be grateful if you would pass my thanks to all your support team.”

John Sellens  Client for over 5 years

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“We had a family meeting at the weekend at which we presented the results of the work you have done for us over the last five years. The verdict was unanimously “very impressive” and we look forward to a continued successful relationship.”

Paul & Bernadette Thompson  Client for over 5 years

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“We moved to Austyn, as we felt on our first meeting with him he had a different way of thinking, compared to other advisors. He fully appreciated what we were aiming for, particularly relative to our age and circumstances. It is extremely important for us to have regular contact with Austyn, to ensure we know where we are going in the future, and his personal service is second to none. We find it easy to understand his recommendations and his charges are easy to follow.”

Kenn & Jenn Townley  Client for over 5 Years

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“Austyn gives me confidence that the advice I receive is the best possible for my circumstances, which are changing over time. Above all, Austyn takes the time to listen carefully to my requirements before proposing strategies which are flexible and tax efficient.”

Graham Wilkinson  Client for over 10 years