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.
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:
“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 dealt with George for many years and at all times he has provided me with accurate information (and in a language/terminology that I can understand!). He is always available when I need him to offer guidance. Thanks George!!
It was a pleasure to meet Barbara. She is absolutely fantastic, available for advice in person via telephone, email and text. Very kind and supportive through the whole mortgage process. We had a great experience and would definitely ask for her help in future remortgage! Thank you.
“I was only saying to my wife recently how happy / satisfied we are that we were introduced to Steve quite by chance. Over the last year or so, we’ve had to make the biggest financial decisions of our lives and having Steve to guide us through the pros and cons has been a blessing.”
“I am very satisfied with the level of professional advice given and the personal service I received from Furnley House.”
Kevin has always given brilliant advice. I have been particularly impressed in how he has explained the process to me as someone who doesn’t understand the financial world particularly well. He has listened to any concerns and done what is right for me.