“I have used SFS for some years now and have found them to be exceptionally responsive, straightforward and astute. It is always a pleasure to deal with them. They are, at all times ,professional yet have never lost sight of the importance of the individual and the human element in this kind of work, combining sensitivity with financial acumen. I have recommended them on many occasions and will continue to do so.”
Mrs A V – Investment
“I used to have very mixed views of IFAs but the SFS approach was different. They understood my views and employed advisers that I felt I could do business with. Since taking on our account, I have nothing but praise for them and I am sure that they will maintain this service.”
Mr T C BSc CEng MICE - pension
"Having separated from my wife, but now with a new partner, we were faced with losing our home due to unmanageable mortgage and other debt repayments which exceeded our income. Anthony Collins put us at our ease, listened to our problems and within a few days had arranged to re-mortgage the house, incorporating all of our debts. We are now back on track thanks to Anthony’s hard work and effort. I would have no hesitation in highly recommending his services."
Mr. C and Miss G - re-mortgage
"I'd read various articles about Equity Release and felt it all looked rather difficult and daunting. I had to look at my options, to either move somewhere smaller, or ideally, to stay where I was yet still have more money. A friend had been very happy with his dealings with Salisbury, so I went to see Anthony Collins. In the course of what was more a pleasant chat than a financial conference, Anthony established what I'd got now, what I would like to have, and how to go about achieving it. Anthony is calm, re-assuring and totally in control of his subject, but what I think I felt most was that he was there to help. He chose a number of plans suitable for my age and circumstances and talked me through them. I felt confident that I understood the whole process and I was certain it was the right thing for me to do. I felt totally at ease with Anthony on first meeting him, and that it was my interests and welfare that were important to him. Nearly a year on, I know Anthony helped me make the best decision of my life."
Mrs. T - equity release
“As an elderly widow with no family, it is extremely important that I have sound financial advice about investing savings. Extra income is needed to pay for a nursing home eventually. I have found SFS so helpful and concerned with my individual needs. The advisers are always available to reassure me when necessary.”
Mrs B P - investments
“After my husband and I sold our business interests in the late 1990’s we were recommended to SFS by our accountant for investment advice. The sum involved was over £2m. We were nervous of the banks and putting all our funds in one place was not an option. The senior investment adviser at SFS not only proposed a tax efficient portfolio for both growth and income but also explained in plain English the details of his proposals. The result for us was tax efficient regular income, minimal paper work and the reassurance that SFS would review our requirements regularly. We remain very satisfied clients indeed”
Mrs KT - investment portfolio
“[We] want to take this opportunity of thanking you so much for being such a great financial adviser to us. Really. Just a whole lot of thank yous... xxxx was very happy with her talk with you about her investments. It just took a lot of the angst out of it for her and she felt very confident in what you offered and advised her on. So lovely to see and thank you very much. It is such a relief to me. Finally, thank you for ensuring my investments have done really well despite these rocky times which is nothing short of remarkable.
Mrs LB-V - investment
“Thank you again for your diligence in this matter and creative solutions. We appreciate your insights, it’s been very helpful to all of us.”
Mrs CH - investment
“Wanted to say thanks for steering us away from my more fanciful early suggestion of getting involved in Neil Woodford’s trust”
Mr PW – investment