Reviews

This event was really informative and so easy to understand. I found this event very useful and understand how important planning for all aspects of my finance to benefit my children really is.

Excellent informative event without any pressure.

Very informative and conducted in an understandable way

Very little said about widows and widowers

Very professional and not sales focused which was welcome.

Mr Loosley had a very good presentation style and good humour to get various important points across to the audience.

To be fair I was a little sceptical at first that this will be just another one of those high pressure sales seminars, but how wrong was I.

In reality this was a very informative presentation that covers all sorts of scenarios that we all face in life & indeed need more information from a financial point of view.

However, we all have our own individual needs and requirements that we need answers too, and to be fair you will not get this on the evening. There is a section for Q&A at the end of the evening, but this is very high level, and doesn’t go into the Indepth details to satify your own individual needs. To get this, you will require another personal visit for them to understand your own specific requirements, but for me I think this is somthing i will definitely pursue, as these guys seem to really know their trade, and can without doubt steer you on the right track.

Believe me, you won’t be wasting your time signing up for one of their seminars, lets face it, you’ve got nothing to loose !!.

The event was very informative and interesting as I had very little knowledge on this subject matter. Due to the presentation I have now given my future finances and estate a great deal of thought.

The presentation and the way it was delivered, it was clear and easy to understand.

Very informative and well delivered in just about the right timeframe. It certainly made me think about my own finances and the options I have going forward. The organisers provided information on the services they offer without any obligation or selling tactics.

To be fair I was a little sceptical at first that this will be just another one of those high pressure sales seminars, but how wrong was I.

In reality this was a very informative presentation that covers all sorts of scenarios that we all face in life & indeed need more information from a financial point of view.

However, we all have our own individual needs and requirements that we need answers too, and to be fair you will not get this on the evening. There is a section for Q&A at the end of the evening, but this is very high level, and doesn’t go into the Indepth details to satify your own individual needs. To get this, you will require another personal visit for them to understand your own specific requirements, but for me I think this is somthing i will definitely pursue, as these guys seem to really know their trade, and can without doubt steer you on the right track.

Believe me, you won’t be wasting your time signing up for one of their seminars, lets face it, you’ve got nothing to loose !!.

Very knowledgeable about all the issues covered in the seminar, and no pushy sales people either! Will definitely look to use them in the future.

excellent seminar well presented covered important financial issues no hard selling worth recommending

A very good introduction to the issues involved in financial management in later life. Difficult to see how they could fit any more information into the time available .

Clear precise presentation with time for q and a.

A very good overview of financial planning for you and your finances. To achieve what you need to do to leave a legacy

I thought it was an excellent presentation, on Estate Planning. I would say the best i have seen.

I have a lot of experience in financial services, including trust planning as a former IFA/Wealth Manager.

I am looking forward to a 1:1 meeting from them.

I thought it was an excellent presentation, on Estate Planning. I would say the best i have seen.

I have a lot of experience in financial services, including trust planning as a former IFA/Wealth Manager.

I am looking forward to a 1:1 meeting from them.

Attended Estate Planning seminar which was very informative. Graham was a great speaker, clear, easy to understand. Free review at home offered. Costs of packages included in leaflet so no surprises. No forced pressure to get you to arrange review. Given time to think about your own situation and arrange contact later. A must for anyone with family and a home/ savings that you want to leave for your family after death without paying out large amounts in probate, inheritance tax. Highly recommended!

A very good overview of financial planning for you and your finances. To achieve what you need to do to leave a legacy