“Just wanted to thank you for your comprehensive Annual Review of my finances which I received last week… all my funds are giving a good return.”
Mrs M of Surrey, Retired Business Owner
“For many years now the firm of Smith Pearman has managed both my wife’s and my investment portfolios. I cannot praise Smith Pearman more fully than to say that their work for us has been immaculate. They pay intense interest in our enquiries and always respond with the correct amount of detail, nothing superfluous, and never advises a course of action unless called upon to do so; they have certainly never tried to nudge us in any particular direction, but will always share their expertise and knowledge when the occasion arises. You may gather that we have complete confidence and trust in Smith Pearman.
Mr G of London, Actor
“Smith Pearman for many years have managed my Pension Investments. I have been delighted with the services offered and provided by them. No one has a crystal ball in this volatile market, yet all the directions in which they have pointed me seem to have paid off. I always feel able to ask questions, no matter how trivial, which are followed by a quick and comprehensive reply. I genuinely believe that Smith Pearman are excellent value and have my best interests at heart.”
Mr B of Hampshire, retired Farmer
“My IFA has been my financial advisor for some years now and I have found his advice sound and helpful. I work in the theatre and I am good with words but numbers have never been a strong point!
MY IFA has taken me through my pension options with clarity and patience and never makes me feel like the numerically challenged person that I am! He has shown me every option and explained carefully what the consequences of each decision would be.
I have discussed Equity Release with him which I am against, having been stung in the past, and my husband is for it! My IFA has impartially pointed out the pros and cons of Lifetime Mortgages and Reversion Plans. He has said that they can work for some people but should be approached with caution.
His advice has always been clear, unbiased and sound.
I have been most grateful for his advice and help. He never seems to mind going over things more than once.”
Ms B of London, Actress