Tailor make an investment portfolio to suit one's risk appetite. Certainly in my case, a portfolio that has stood the test of time.
— C A
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6
UK Tax
Very clear, explain well and kept me informed.
— Gareth J
Gareth J works at AVSECO as Aviation Security Manager
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7
Tax submissions
I have worked with Peter Web and he has been great in helping me in with a complicated UK and SA payout that needs to be worked out with the double taxation law between SA and Uk. He has been fantastic in helping me with this.
— Angelique K
Angelique K works at Resonance as Business Owner
Verified review (1507225)
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10
Tax return
Thorough, accurate and informed advice.
— Anonymous
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10
Excellent service as always over the past several years
Prompt considered advice given with patient explanations. Our tax returns have been handled very professionally and successfully by Dale Butcher as have been our investment advisory services by our relationship manager Matthew Curtis successfully over the years we have been clients of the Fry Group.
— Anonymous
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10
Easy to deal with and I trust their advice
I find Fry Group easy to deal with. They prepare my tax returns promptly and diligently, there is no last minute rush.
I also trust their advice on foreign earnings and property income/expenses.
— Mike K
Verified review (1507217)
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9
Tax Returns
Martin Didymus has looked after our annual tax returns for many years and always does so very promptly and efficiently. He has also provided helpful advice on Capital Gains Tax and other matters related to inheritance tax.
— Tony J
Tony J works at BAT as Retired Company Director
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10
Financial planning
Calm, balanced, considered and helpful advise on our financial planning and an excellent performance in the investments entrusted to them. Also excellent service providers in the tax fields.
— Peter H
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10
Pension and investment management
I receive an independent financial assessment with clear advice. I never feel pressure from Frys to commit and am therefore totally comfortable in our discussions. As a result I know that I receive options that fit my risk profile and will be in my long term best interests.
— Ian G
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10
See 'What do Fry do well?' (below)
I became a client of Fry in 1983 while working in Bahrain and Saudi Arabia. Fry gave me investment and tax advice then and on my return to UK in 1999. I continue to use their personal financial planning and IHT planning services. All my investments were recommended by, and purchased through, Fry. They prepared wills for me and my wife in 2005 and acted as executors for my wife's will in 2012. They will act as executors for my will. They prepared LPA's for my daughter to act on my behalf should the need arise. I have found all departments a pleasure to work with. They have matched my own rather conservative style perfectly. I THINK THAT SAYS IT ALL.
— Anonymous
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10
Tax and Investments
Give sensible advice in understandable language face to face.
— Anonymous
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9
Financial Planning
They are very thorough and professional in what they do. As far as my experience goes The Fry Group provide a most thorough, honest and reliable service. I would have no hesitation in recommending The Fry Group. Based on my experience I cannot think of anything where they could improve, or do differently, but they continue to look at ways to improve which confirms their professional attitude towards their business and clients. Its most reassuring to see their high regard towards their clients
— John H
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10
INVESTMENT
Advice is given patiently, clearly and without fuss for as long as is necessary.
— Anonymous
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10
UK Tax Returns
Knowledgeable and helpful staff
— Guy F
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10
Financial Planning
Advisor is Ashley. Never feel that I am been sold to; no pressure; objectives are set and the options are laid out clearly; run over as many times as necessary. I also feel comfortable to be able to disagree and not feel pressured into any decisions. Very happy with the current service levels.
— Martin H
Martin H works at First Derivatives as Managing Director, Asia
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9
Portfolio review
Clear advice and prompt execution for review of QROPs portfolio
— Tony G
Tony G works at MHM Singapore as Counsel
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10
General Investment
Excellent support from James and Kate at your Cheltenham office and flexibility demonstrated as we moved from Gloucestershire to Northen Ireland.
— Derek G
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9
Tax Form Submission
Expert and quick service
— Rob E
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6
Tax advice and submission to HMRC
I have a good working relationship with Debbie Benson, my tax adviser and indeed, with my previous advisers as well. Communication is easy and responses are quick and helpful.
— Allan H
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10
Retirement Planning
Offering solid advice to protect and grow capital wealth
— Chris G
Chris G works at Henkel as Engineer
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10