Tony Golding, 40 – Lincolnshire
Advice Needs Tony came to Investor Profile needing advice on his investments, and general financial planning for the future. He felt uneasy with the lack of clarity he had around spending money. He knew he was in a fortunate position … Read more →
Gavin and Claire Robertson, 39 and 33 – Edinburgh
Advice needs Gavin has been managing his own portfolio of investments for some time, but with a combination of circumstances wanted someone else to do this for him. Gavin knew that with a young daughter, demanding job and volatile investment … Read more →
Mr & Mrs Parker – Suffolk
“When our previous IFA said he wanted to increase our fees we decided to assess our options. What we found was Investor Profile. Since moving our portfolios we have found you to be professional, approachable, and full of new ideas. … Read more →
Mr & Mrs H, Oxfordshire
Having sold our business and retired, the money we have for investment is very important to us. From the beginning you recognised that and went to work on making efficient strategies for investing our portfolio. We have been delighted with … Read more →
Mr & Mrs Giles – Northampton
I worked in financial services for many years myself so I knew we wanted an adviser that we could trust. Our aim was to make the most of my pension and be able to retire without stress. My wife and … Read more →
Paul and Lisa Williams, 30 and 28 – Kent
Advice needs Paul and Lisa wanted to save towards their future when they approached Investor Profile. They wanted to be able to buy a home in around 5 years time and wanted to save regularly towards that. They were not … Read more →
Roy, 68 – Liverpool
“I must say your Financial Surgery sessions are very helpful to me. I can generally plan what I need to for myself but occasionally need expert help. The advice I receive for my investments and pensions is always informative, always … Read more →
Russell, 34 – Hertfordshire
“I went to my mortgage broker to ask if they could give me some investment advice. They said they’d love to help, but would have to charge £500. Compared to that, your £250 Investment Report was perfect for me. Great … Read more →
Victoria, 63 – Surrey
“Thank you for making it so easy. I hate filling in forms and find them confusing. You took the burden away from me and kept me informed all the way. I’d be happy to recommend you to friends and family. … Read more →
Mr Fleming, 53 – London
I have paid good money to commission based financial advisers in the past and the experience has not been great. Your honesty and simple work practice has been a breath of fresh air. Great advice, very knowledgeable, simple fee charging … Read more →
