The Fry Group

Financial planning (retirement)

Maintain the security of my personal finances in these turbulent times.
Always respond quickly and helpfully to any questions.

— Anonymous

Verified review (1680977) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Investment planning

Very much available, quick to respond, personal touch.

— Anonymous

Verified review (1678943) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Sale of investments

Continued excellent service, efficient, great advice and very responsive.

— Paul H

Verified review (1677866) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Investment Planning

Proactively manage the money invested in line with our risk appetite. Our interface with the Fry Group is helpful and responsive without being overbearing or distant. The Fry Group share knowledge with webinars etc, be it to indirectly promote their own products. It seems to work seamlessly with the Nucleus platform.

— Bill O

Verified review (1676879) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 9

Reliable advice

Reliable advice, no evidence of partiality in their advice. Tax work is always accurate. Valerie takes a close eye on the administrative side which is very helpful.

— John W

Verified review (1676747) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 8

Efficient and knowledgeable

The team are friendly, efficient and knowledgeable.

— James M

Verified review (1676658) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Good advice

Good advice, professional conduct, happy to clarify any details that are unclear.

— Anonymous

Verified review (1676576) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 9

Expert and efficient

Friendly, expert and efficient.

— Edward And June Chandler

Verified review (1676494) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Pension/QROPS

Support with interactions with third parties.
Support with maintaining portfolio appropriate to environment and needs.
Tax advice.
Maintain communication with clients.
Advice sessions /webinars.

— Richard P

Verified review (1676385) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 9

Taxation and investment advice.

Good communication. Ease of contact with advisers.

— Anonymous

Verified review (1676381) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 8

Advises on my portfolio of unit trusts

Keeping in touch and giving opportunities to review my holdings.

— Anonymous

Verified review (1676320) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 7

Retirement planning and pension income

Keep an eye on our portfolio and ensure we receive the service we require.

— Anonymous

Verified review (1676298) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Feedback

Local knowledge for expatriates; tax efficient schemes.

— Sandra L

Verified review (1676293) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 8

Pension management

Sound independent advice in a friendly and informative way. I have been really pleased with how my investments have been managed.

— Ian G

Verified review (1676261) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Patient and helpful

Extremely conscientious, patient and helpful. It has been excellent to get my finances back on track again.

— Charles T

Verified review (1675116) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Accountancy, Investments

They are approachable, experienced and help me through the financial world without stress. They have done so for many years and I would be lost without Martin and Darren.

— Anonymous

Verified review (1675008) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Portfolio and tax management

Personal service with informed and reactive advice, as well as creating initiatives to benefit my portfolio and tax burden.

— John A

Verified review (1674773) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 9

The Fry Group

Reply to queries raised, quickly.

— Anonymous

Verified review (1674521) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Effective

Effective.

— Anonymous

Verified review (1674500) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10

Very reliable and informative

Excellent personal relationship. Very reliable and informative.

— Ray P

Verified review (1674370) Review left 3 years ago
This review was collected via email feedback service.

How likely are you to recommend The Fry Group to a friend or colleague? 10