Provide advice tailoured to our situation and needs. Communicate clearly using appropriate language to cover sometimes complex subjects.
— Anonymous
Verified review (1531579)
Review left 5 years ago
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10
Discretionary portfolio
Professional.
Clear.
Good knowledge.
Confidence.
— Anonymous
Verified review (1531529)
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9
Annual review
Alert responses on questions and advice.
— Anonymous
Verified review (1531522)
Review left 5 years ago
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8
Tax, wills, pensions and investments
Always been first class. Family used them for well over 50 years.
— Charles A
Verified review (1531514)
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10
Financial advice
Good service and successful investment strategy.
— Keith B
Verified review (1531505)
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10
Pension Investment and Tax Advice
Toby Richards and Peter Webb have given excellent advice on tracking down old pensions and setting up a consolidated investment fund. Peter's advice on UK taxes has been really useful for us changed our financial direction.
I find the regular webinars also very helpful.
— Anthony A
Verified review (1531504)
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10
Pension fund review with our financial planner
We do our UK tax returns, pension fund management with Fry Group, domicile reviews, inheritance tax planning, and they have also helped us with drawing up our wills.
The teams that have been working with us in these areas have been very knowledgeable, professional and very responsive throughout the processes.
Our account manager, Toby Richards is great - he takes very good care of us, and has been excellent in providing great service and linking us up to the various teams, following up to ensure everything is well taken care of, and that we are happy.
— Veronica A
Verified review (1531503)
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10
Investment Portfolio
Excellent Customer Service, relationship building and relevant webinars.
— Anonymous
Verified review (1531502)
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10
The Fry Group assessment
Expert analysis and recommendations.
Reliable tax advice
— Anonymous
Verified review (1531493)
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10
UK Tax return
Personally & very friendly service.
— Robert B
Robert B works at RKR Sports as Director
Verified review (1531492)
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10
Sold some and made some changes in portfolio
They have a good system and some good investment options. I have connected with some collaborators. For me not having someone I like working with is a reason to leave.
— Donatienne B
Verified review (1531491)
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7
Withdrawal of funds to fund a house move
Very easy to contact and talk with our adviser (Nathan Stone)
Good advice about how to best withdraw funds considering tax, pension laws and fund performance.
Sending forms electronically from Fry Gp and now being able to e-sign is a very positive recent move.
— Richard A
Verified review (1531479)
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10
Pension transfer
Transparency of charges and costs up front before proceeding to far down the timeline.
— Anonymous
Verified review (1531476)
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8
UK income tax
Good and prompt advice and service
— John G
John G works at Goodman Wines & Spirits Pte Ltd as Managing Agent
Verified review (1531473)
Review left 4 years ago
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8
Prompt responses and excellent service as always
Personal attention and prompt responses since I have been dealing with this Group over many years now
— Vaiz K
Verified review (1531471)
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10
Investments
Friendly, personalised service
— Jennifer B
Verified review (1531466)
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9
Tax return, pensions, wills, trusts
Very good advice.
— Anonymous
Verified review (1531461)
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10
Portfolio investment advice
Listen and come up with a plan that answers your requirement.
— Anonymous
Verified review (1531454)
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10
Personal tax returns
Compiled tax returns for my wife and myself.
— D G
Verified review (1531453)
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10
Tax return, executor and trustee services
Happy with tax returns. Had good rapport with Carole Rowe on wills and LPA's but Covid has prevented her successor yet building the same level of support. Like webinars and seminars on investment but have always felt Fry's expensive and staid and still feel I want to have a hand in my own money decisions. Too much standard guff and not sufficiently personalised.
— Iain B
Verified review (1531452)
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8
