Testimonials

Jo Stevens

Just to say thank you for organising the transfer of all of my frozen pension plans from previous plans and employers.

I feel much more reassured that my new single plan can be accessed on line as well as being much more able to monitor its progress.

I feel better also that my funds are being continually managed and updated and can obtain advice when required from yourself.

T Howard

“We were very fortunate in being introduced to Grant Evans 10 years ago and he became our financial advisor.  He has demonstrated sound and conservative financial ability, makes regular visits to our home and is readily available by telephone.  We can recommend his services ”

A & J Fine.

 “ My wife and I have known Grant for over 20 years and during that time we have been very impressed with his competence not only with his wise and skilful placement of our money but also his very professional organisation.

Grant regularly gets in touch with us and also visits us several times a year to review our situation and to make suggestions on any improvements he thinks he could make.

He has a very professional approach to his work and, after each visit to our home, he later forwards a very detailed report explaining the current situation.

We have been more than pleased with Grant’s service and would highly recommend him ”.

D Spires

“I am very grateful for the incredible attention, guidance and service that you provided us in connection with the purchase of our first home. I feel that I got more professional expertise and attention from you than I have gotten from anyone else over the past decade."

F Wilson

Now were are both retired it is reassuring to know our investments and pension contracts are being well looked after.In fact Grant has made it possible that our income is guaranteed for life and has actually increased this income for the last two years.

P Cowley

When I took early retirement I thought I would not have enough income to retire on.I called Grant Evans in and he structured our funds so that we have a regular income which is easily enough to live on and each year when he comes round to review things there is still as much invested as we started with.I value his services and would have no hesitation recommending him.

Mr M Roberts

This is just a note to thank you personally for assisting me and my financial matters following the death of my wife. I’m impressed in how efficient your service is and how much we’ve benefited in the way you handled all of our matters throughout this delicate time. Your personal business insight is refreshing, extremely candid and inspiring. Your passion for what you do is evident in every call, meeting and email. I really feel like you are one of the people that has made this process much easier to deal with and remove any financial worries I may have had.

Mrs J Thornhill

“Grant Evans has been handling my pension and investment  needs for many years. I have been so confident in Grant’s guidance and professionalism that I have highly recommended him to business associates, family and friends.”

P Evans

I was happy to provide this testimonial without hesitation. I have dealt with Grant Evans for many years and was instantly impressed with him. Once we ascertained my financial needs Grant made everything else seem so simple!