Client stories

“We were looking for someone to give us confidence and make the most out of our investments.”

Jonathan and Elizabeth

Elizabeth:

Hi. My name is Elizabeth Smith, and this is my husband, Jonathan. We’ve been clients of Wealth & Tax for approximately seven years.

Johnathan:

I sold my business in 2015. For the first time in our lives, we had capital and wanted to invest, so I was looking for an advisor who would help me look at the best ways of investing over time and achieving our financial goals.

Elizabeth:

Well, we dabbled a little with self-select investments in our pensions, but we weren’t very confident with what we were doing. We weren’t too adventurous. So, we were looking for somebody to give us confidence by guiding and advising us on where to best to place our funds.

Johnathan:

I’ve been to a number of financial seminars and some of the larger wealth management companies. I found their approach very formulaic, so we were looking for a much more personal approach. Somebody who could really understand our investment needs. The world is changing, and we needed a financial advisor who understands that, and is looking at the sectors and the areas of the market that will be growth areas in the future. When I first spoke to Tony, I found him very innovative and forward-looking. The investment strategy from Wealth & Tax really chimes with what we believe is the future.

Elizabeth:

I’m very comfortable working with Wealth & Tax, particularly with Tony. We are in regular communication with him. He gives us confidence that he’s looking after our investments properly.

Johnathan:

We are very confident about our financial future, thanks to the information we get from Tony on how our investments are progressing. He uses software to project into the future, such as how much money and cash we will have going forward, and this gives us a great deal of confidence in the future.

Elizabeth:

The three words that I would use to describe Wealth & Tax are integrity, personable and approachable.

Johnathan:

The thing I enjoy most about working with Wealth & Tax are the conversations I have with Tony. They’re always interesting and informative, I always learn something new, and I get a great insight into how he sees the future of our investments. I always feel quite stimulated after those conversations, and good about where we are heading.

Elizabeth:

The best bit of advice from Tony is not to be frightened of risk. Actually, risk can be a good thing and by just stepping out of your comfort zone and taking a little bit more risk, the rewards can be a lot higher.

Johnathan:

We’re very fortunate to have found Wealth & Tax. There’s an awful lot of people who will claim to be able to look after your money, but it’s very important to have one who really understands your needs and who you have confidence will look after you over the long term. I would definitely recommend Wealth & Tax and I frequently do.

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