Testimonials
Read some of the feedback received from clients.We have known Adam since 2015 he has provided us with financial advice from this date. Adam is very personable and easy to contact. He always rings back quickly and resolves any queries that occur. We have been very happy with his advice and service backed up regular meetings. We would have abs...
I had the pleasure to be mentored by Adam Tebbutt at the London Institute of Banking and Finance. His unwavering dedication and expertise have been instrumental in my personal and professional growth, developing my skills and knowledge on how to manage an investment portfolio fuelling my passion ...
I appreciate very much Mr Adam Tebbutt's professional advice regarding my relocation to the UK and wealth planning for my retirement. Adam listened actively to my concerns and offered tailored advice on my pension planning, tax-efficient investment planning, and communications with the HMRC! I am...
I must say that Adam has looked after my pension arrangements admirably and in the early set up phase found and negotiated settlement pots with my numerous pension providers. I am very happy with the service given.
Adam is a very personable individual who I have always found to be very professional and efficient in managing our financial affairs, as well as dealing with any queries or concerns we may have. He is very responsive, and always communicates clearly and concisely. Adam is someone who my wife and ...
I have been working with Adam for the past 2 years and find it very easy and valuable. Adam has taken the time to review my situation and understand my needs. From then Adam has proposed strategy and advice for managing my pension fund. We review this investment regularly and I value Adam's flexi...
We enjoy working with Adam to create a portfolio now and in the future that is well thought out in consideration to our situation, family and lifestyle. Our investments are planned for the long term and Adam has been and, continues to be, the right person to guide us with this
I had considered and spoken to other financial advisors but as soon as I met Adam I was put at ease. He is always clear and concise in his explanations. He is honest and works for his clients benefit. He is always quick to reply to questions and when I started taking money from my fund had cash i...
Adam is extremely personable and provides a very high level of customer service. He talked me through the process of transferring my pension out of a large company, and ensured that this was the right decision for me at every stage of the journey. This was to my benefit, rather than his. He is ve...
As a client of Adam, I am pleased to share my experience for the benefit of others seeking reliable financial advice. Adam has been instrumental in guiding our family through various financial landscapes with expertise and patience. His comprehensive understanding of the financial markets and per...
