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Clients

Care home planning; a real relief

We went to Stephen Page to help us set up a plan to provide for mother’s care home fees. We were presented with a set of financial scenarios in a very clear and understandable form leading us to take the decision to take out a life care annuity. Three years later this has given us a real feeling of security knowing that she will not run out of money or have to downgrade homes as care fees escalate. A real relief!

Cynthia Cousens

Sincere, genuine, sensitive and credible

I feel relieved and in charge of my destiny once more. A great deal of pressure has been released from me personally. My ‘black holes’ and ‘no go’ areas have been visited and plugged and I can now make better-informed decisions. I feel I have found honest and interested support from a firm that want to understand my issues both personally and business related and want to help me succeed. If it wasn’t for PageRussell, I would have searched long and hard to find such a good service delivered with feeling and passion surrounded by a family business atmosphere. The service and advice was provided impartially, with sensitivity and good knowledge and focus on the full range of business matters. I felt comfortable with PageRussell from the very first meeting, with the discussions that took place and the initial advice given. The company oozed sincerity and genuineness as well as credible expertise and advice on the illustrations presented.

Phil Taylor, Brett Valley

Clear and bare facts, no hidden agendas

The service has always been first class and professional. PageRussell “tell it like it is” with clear and bare facts, no hidden agendas. I feel more assured about my financial future and more relaxed about having treats now instead of thinking I have to save for a rainy day all the time.

Dorothy Heng, Eastravel Ltd

Honest, approachable & enthusiastic

I put PageRussell to the test you should consider doing the same! My journey started 12 months before my retirement date when I instigated an appraisal process of four Independent Financial Advisers covering a wide spectrum from sole traders to established private companies. Two firms were asked to prepare a detailed financial plan for a fee, then to make a presentation highlighting why I should place my children’s inheritance into their care. PageRussell were streets ahead of the opposition. They are honest approachable and enthusiastic about everything they do. They were professional, focused on their financial plan and my requirements and clearly demonstrated their strengths and services to deliver long term benefits for me and my family.

Mike Hart

Not bad in 10 years

PageRussell’s service is exemplary. Ten years ago we had £42k in a pension. After taking Richard’s advice we now have a fund worth over £1 million. Not bad in 10 years. Now I feel relaxed and enjoying life with my wife before the clock stops ticking for me.

Robin Fournel

All inclusive, very helpful

Not only do I have a better handle on my finances and a clearer picture of my retirement plan, I also feel like I have gained friends who care. The PageRussell service is all-inclusive and has helped with aspects of my life I would not have thought of before. They have been very supportive with setting up my own business. I just wish the service extended to cleaning, shopping…

Becky Moore, Moore HR Consulting Group

Service always first class

PageRussell has given us a real insight into how the savings markets work and how we can invest our money for better returns. The service and advice has always been first class. We really appreciate the Annual Review and the time spent explaining the current position and future prospects in language we understand. Our relationship with PageRussell has made a big difference to the way we view our future and a refreshing  approach to investment planning with definitely no hard sell.

Richard & Mandy Hall

Tailored to the individual

I’ve had three bad experiences in the past with financial advice not taking into account my individual situation and my ordinary personal expenditure. The PageRussell way is tailored to the individual and not about being sold products that suit the advisor. They have given me a thorough, well researched personal service. The key is, it is not just about advice but detailed planning for the future. With online access to my portfolio of investments and my interactive financial plan, I feel well informed and in control.

Pat Baker

Reassurance for the future

We’ve had a very personal service from PageRussell and would have no hesitation in strongly recommending them to others. We have gained complete reassurance for the future and now feel a deep sense of comfort.

Dean Hutchins

More secure about our financial future

Our experience with PageRussell has been very good. They have given us confidence and understanding about the processes and options available and we now feel more secure about our financial future. We would happily recommend them to others.

David & Pat Beckett