SM

We had used the services of Edwards Financial for many years and met Chris Clayton there just before their merger with CBW. We were and continue to be happy to be advised on long term investment and inheritance tax planning. I’m in my mid-60s and my husband is a few years older. Over the years we have been encouraged to save, been recommended ISAs, advised on our mortgage and pensions and, in more recent years, our thoughts have been turned to simplifying our assets, using our pensions and making inheritance plans. We’re now seeing the value of that advice.

Chris has ensured we have wills and has warned he will keep asking us about Lasting Powers of Attorney until we have them in place.

We have an annual financial review meeting but Chris and his team are available for interim queries should they arise. I’m a natural saver. I like, that at CBW, they spend time exploring how risk averse we are. They’ve put our savings into managed platforms aligned with our risk preferences and these have performed well. We’ve taken their advice and it’s proved to be good advice. We’ve experienced long-term, consistent growth.

They feel like friends. I trust what they recommend as they know our situation well and are extremely knowledgeable. I always feel I can just accept their advice as they know what level of risk we’re comfortable with. And they’re always very approachable.