Consistently very helpful and ready to discuss issues in a productive way.
— Michael D
Michael D works at N/A as N/A
Verified review (1535493)
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10
Financial planning. Will writing Power of Attorny Tax returns
An extremely helpful company without my feeling pressurised at any time into making decisions. My time with WTF goes back to the early 80’s when I. first met Steven Wetherilt
in Oman. It was the time of that very helpful leaflet-Are you really fit to fly? A wake up call.
I have advised my daughter to keep in touch with your financial planners after I die. She has now lived in France for 30 years, married to a Frenchman but deliberately keeps her British nationality.
— Michael C
Verified review (1535484)
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9
Annual tax return
Attention to detail and timely reminders of deadlines
— Alan D
Alan D works at N/a as Retired
Verified review (1535480)
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10
Investment management
Personal, knowledgeable service with understanding of requirements
— John A
Verified review (1535479)
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9
UK Will and on going tax return
Feel confident in the service given
— Susan C
Susan C works at --None--
Verified review (1535476)
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10
Annual Tax Returns
Staying in touch. Have been with Fry’s for years and wouldn’t change. I really like the personal touch I receive.
— Nikki C
Verified review (1535474)
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10
Investment
Attend to my requests
— Derek C
Verified review (1535471)
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9
Income tax, investment services, inheritance tax, power of attorney
We have been clients for over 30 years, and the people we have dealt with have always been polite, helpful and efficient.
— Anonymous
Verified review (1535467)
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10
Annual review
Personal, professional and caring service
— Steven C
Verified review (1535466)
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10
Investment and tax
Provide background services and a combination of service.
— Anonymous
Verified review (1535464)
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9
Sound financial advice provided
Excellent service, very effective and efficient.
— Anonymous
Verified review (1535461)
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10
Tax Return
Very helpful with the annual tax returns for my wife and I, even though it is not so complex as it used to be when working.
Very helpful to be able to discuss any problems with an expert, and although the cost is not particularly low, I feel the service provided is value for money.
— Martin B
Verified review (1535231)
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9
Investment Taxation
I received excellent and honest advice. The financial adviser really listened and understood my situation and this enabled appropriate investments to be put in place. On a personal level I had been through a few very difficult years of caring and bereavement and to receive this level of support was a great relief to me.
— Anonymous
Verified review (1532963)
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10
Investement
Balanced level of contact - not too insistent, but there as needed
— Clive B
Verified review (1532420)
Review left 5 years ago
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10
Annual review of my pension fund
Advice given has been clear and concise. Have built a friendly trusting relationship that has given me confidence. I am satisfied with the performance of my fund, particularly in very difficult circumstances this year.
— Anonymous
Verified review (1532233)
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9
Taxation
Tax advice
— Anonymous
Verified review (1531985)
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7
Good and reliable
Decent service with investments, good job on tax returns
— David A
Verified review (1531601)
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9
Tax return
Easy to contact. Very helpful on the phone.
Results returned promptly.
— Stephen B
Verified review (1531598)
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9
Tax SA
Completed TR 19-20 before deadline following late provision of overseas data.
— Derek B
Verified review (1531591)
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7
Investment Advice
Our adviser continued to review our portfolio and made a number of sound recommendations to crystallise gains for tax reasons, rebalance our portfolios and to move to a less burdensome investment decision making system.
— William G
William G works at None - Retired
Verified review (1531588)
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10
