Just a quick email to say tomorrow is my last day at The Co-operative Bank Plc – without your help this could have been in another 7 years time!
Phil Hart 20th December 2018
The recommendations made to me about your services have proved invaluable. Your sound advice given in “layman’s” terms and the technical in-depth knowledge of the industry and markets has given me the confidence that I have definitely made the right choice transferring my pension fund.
You and your company have a professional approach, and always keep me updated with appointments, agendas and follow up notes.
Cheryl McCann 24th October 2018
I have used the services and professional acumen of Steve Speed for many years. In this time he has offered me sound financial advice and planning and I trust his guidance and understanding of the markets completely. I have recommended him to a number of our own clients who have also been very complementary about People and Business.
John Powell 4th January 2018
We have dealt with People and Business IFA for a few years now and have been really pleased with the service provided. Steve’s in-depth knowledge of the financial markets and the products available have been invaluable. We have definitely benefited from his advice and look forward to dealing with him for many years to come.
Debbie & John Penfold 18 December 2017
When we first met 8 or 9 years ago, you guided me on investing an old pension that had been sitting in cash. I am now looking forward to retiring in a far more privileged position; in addition to paying off the mortgage, the fund still exceeds the original amount invested and will shortly be providing me with a very nice income. All of this has been made possible by your help and advice.
Denise Fetches 13 Dec 2017
I am delighted with the service that Steve, and his colleagues at People and Business IFA, provides for me. I find the charges very reasonable and the advice is always tailored to my specific needs.
Furthermore, I am extremely pleased with the performance of my pension investments over the entire period I have been with Steve; many thanks
Pensions and Investments are such complicated areas and it’s daunting when you think that you need to make decisions that will affect the rest of your life. The advice I receive from Steve is clear and simply put. He takes to the time to understand my personal circumstances and gives me options that are easy to take in so that I can make up my mind with confidence.
His pro-active approach to customer service means that I can relax knowing that he and his team are there when I need them, and that my investments are being well managed, letting me get on with enjoying my retirement!
Steve and his support team have demonstrated a genuine interest and understanding of my situation. They have provided me with all the information that I have needed to make some key decisions with my future financial planning. Steve always provides an extremely professional service which is backed by his considerable knowledge and expertise.
– Graham Bower
When I asked for Steve’s advice several years ago I had an old fashioned pension with struggling investment performance. Steve immediately sorted this out and the returns on my investment to date have been exceptional. Read more