testimonials

Can I take this opportunity to provide your company and in particular Steve with customer feedback.

From the beginning of my journey in respect of this investment you have acted with professionalism and integrity.

I have full confidence in what advice I am given, have an uplifted understanding of the process and know I can turn to you at any time for advice.

Communication has been spot on and I am made fully aware of anything that impacts me/my pension in good time.

So all in all a thank you from me.

Mike McFarland

02/09/2024

I made an investment with People and Business two years ago, in that time I have found them very efficient and helpful. I have dealt with Carl Mitchell from the beginning of our investment, which has yielded 16% through all the problems inflation etc. Carl is very professional, easy to deal with and cannot do enough to help you. I would recommend Carl and People and Business to anyone who wants to make an investment.

Geoff H – Beverley – 18/04/2023

A well deserved testimonial for Carl Mitchell.

My opinion of Carl is based on an informed opinion due to comparison of other financial advisers and experiences of investments.

Carl Mitchell has been our financial advisor for a relatively short amount of time, however, due to previous experiences Carl had a lot to prove to us and to gaining our trust wasn’t going to be easy, we need not have worried. Carl is meticulous and professional in every way. Initially Carl spent several hours getting to know us as people, a family and learning about our business. This I believe strongly gave him the knowledge to fit the products he recommended to us or left some products in place, he felt were appropriate for our needs and showed his true dedication for providing the best service he could.

Each meeting is meticulously documented and reasons why given at every stage. This gained our trust that Carl had our best interests at the forefront of his job, or for Carl, his vocation.

Helen W – Southport – 28/02/2023

‘I was recommended to People and Business by a lawyer who has helped me immensely over the years.

Mr Speed of People and Business gave me professional advice on a matter and, at the time, I hadn’t started to do business with People and Business, the advice I was given was thoroughly appreciate via my son’s email.

Since first meeting Carl Mitchell of People and Business I have been extremely impressed and satisfied with the excellent prompt service and the attention to detail to make me feel very confident with my current investments.

Carl is also looking after my son and daughter’s finances. With great appreciation from us all.

PS The people who answer the phone are very pleasant and efficient.’

Sally B – Ormskirk – 21/06/2022

‘It’s now been over 5 years since I was introduced to Steve Speed and the team at People and Business and I’m pleased to share that they are still doing a great job with their investment advise despite the challenges we are currently all experiencing.

In fact, in my case, I’ve gone a step further and decided to retire recently. However, before doing this, I had a lengthy (open and honest) conversation with Steve about our future plans and how our investments would meet these needs as well as being careful enough to plan for the unexpected. As ever, Steve was able to provide solid advice based on his considerable knowledge and experience and also to guide as to the most tax efficient way to draw funds.

I still maintain that Steve is one of the most dedicated professional people I have ever met, but at the same time approaches his work in a very relaxed and personable style and I would have no hesitation of recommending his services and that of People and Business.’

Graham B – Greater Manchester – 15/12/2021

‘I’ve known Steve  for  over  10  years.  As  a  Financial  Adviser,  he  is  second  to  none, but  its  more  than  that,  it’s  the friendliness  that  goes  with  his  professionalism.

When  we  have  our  meetings,  I  always  feel  comfortable  and  at  ease.

Steve  explains  things  and  makes  sure  I’ve  understood  them, nothing  is too much  trouble.

Steve’s  done  a  great  job  for  me  with  my  portfolio  and  I  would  have  no  hesitation  in recommending  Steve  and  his  staff  to  anyone.’

‘I can’t recommend Steve’s business and Key Person Insurance enough… When setting up a business or reviewing our financial position and cover we all think “it won’t happen to me or it’s a waste of money”. None of us know what is around the corner. I am pleased to confirm at a time of need the service from Steve and the Key Person Cover I purchased with Zurich through Steve’s advice at People & Business, has really helped take some personal and business pressure off as I recover from a heart attack at the age of 43 years. When I set my policy up just over 2 years ago with working in financial services and insurance for over 25 years, I understood the importance of protecting the unexpected. We all hope we don’t need to make a claim for critical illness or worse but you just never know. As always Steve and his team were on hand to assist and make the process and the claim easy. Insurance companies always get a bad name but Zurich have been amazing and especially in the current climate with communications, updates and dealing with everything in a very professional and friendly manner.’

Carl Eccles

Development Director

Just Protect Ltd.

‘I have known Steve as a friend for a long time, and a few years back I started dealing with Steve on a professional front to look after my personal finances. Working within the financial services sector myself I hand on heart would recommend Steve & his team to anybody. The personal service and professionalism is second to none. I 100% trust and take Steve’s professional advice without hesitation as he takes the time to understand and gets to know you as a person, your business objectives so he can advise for your best interests.

By working closely with Steve I am also more knowledgeable about the markets and how to best to plan for my future. Regardless of how busy Steve is he always makes time to help, advise and support you as a client and a friend.

A great guy, a great company… Thanks for all your advice and support so far.’

Carl Eccles – Director, Just Protect

10/04/2021

‘I have known Steve in a professional capacity for over 20 years.

He has always been a pleasure to deal with. When he ventured into his own business I was eager to place my pension provisions with him and to retain his expertise as my Independent Financial Adviser.

He is always very professional and totally objective, he treats me with dignity and respect, I totally trust Steve.

When dealing with the office staff, again they are always helpful and polite, if I am just leaving a message or asking for advice, the answer is professional and objective.

I have and will continue to recommend Steve and the company to friends and colleague who are in need of financial guidance and advice.

If any prospective client would like to speak to me directly I am happy to facilitate’

David Gabriel
24/03/2021

‘After years of putting off sorting my pensions out, I finally used the services of Carl Mitchell and People and Business. I am so glad that I did. The service was amazing and total professionalism. I put it off due to my lack of understanding. That all changed after Carl took me through my pensions and what could be achieved and how my portfolio could look. He explained things in a simple way and wrote a report in a way I understood. I am more than pleased how my pension is performing. I would highly recommend to anyone and be passing details onto others.’

Michael Lucas
27/08/2020