Pete and Helen are clients of John Woolhouse and we asked them about their relationship with John and how having a good Financial Adviser has helped them achieve their dreams.
We have been so impressed and grateful for the personal service we have received. Our adviser feels like a personal friend and a great support in an area of which we have little knowledge.
Steve Collier joined us as Financial Planner in September 2016. With over 30 years of experience in the financial services industry, Steve bought a wealth of knowledge to Furnley House and a number of his clients chose to stay with Steve and moved their investments to Furnley House.
One of those clients was Stephen Walsh, he started working with Steve over 15 years ago and built a great relationship over the years. Stephen wanted some help with his investments and pensions and chose to work with Steve at Furnley House. We now manage all of Stephen’s savings and have helped him to make his funds more accessible which has meant he has been able to retire and move into his new home in Evesham with his partner.
Since working with Furnley House, Stephen has recommended some of his closest friends and family members to us and is a true advocate of our ethos and way of working. He is a great supporter of the Furnley House Foundation and the events run by the charity and was one of the clients that attended the launch of our Leamington office in 2017.
He has also taken part in our latest focus group at the end of 2019 and at the end we asked him to say a few words about working with Steve and Furnley House, here’s what he had to say:
I’m beyond grateful to Barbara for all the very helpful mortgage advice she has given me. I decided to consult an advisor because I’m not knowledgeable about mortgages and was looking for guidance
I couldn’t manage my finances efficiently without the advice of Matt Hughes. He is very patient with my misunderstandings!
“Anastasija gave clear, helpful advice and was warm & friendly. I wouldn’t now consider making a large financial decision without contacting Furnley House.”
Excellent service and company, I feel assured my future investments/pension is secure. Paul is great, explains everything so I can understand it, nothing is ever a problem, his professionalism is top drawer. Many thanks Paul.
I have worked with George for many years and his advice has always been very valuable. He is always available whenever I need advice and explains things in layman’s terms!
In the 2+ years that my wife and I have been using Furnley House to manage our investment portfolios, the service we have received has been nothing short of exemplary.
“I am very satisfied with the level of professional advice given and the personal service I received from Furnley House.”