Verified review (1499740)
Review left 6 years ago
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10
Financial Review and Portfolio with Investec
Good communication, good at building and maintaining relationships and demonstrating personal interest. Knowledgable and honest in options and things to consider. Good choices in types of investments that suited me.
— David
Verified review (1499733)
Review left 6 years ago
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10
Bed and ISA investment
Knowledgable staff, listen and understand requirements and offer reasoned advice, which they then implement in good time following agreement.
— Jim
Verified review (1499732)
Review left 6 years ago
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10
Pension planning
An intelligent, friendly and professional team who take the time to understand my particular situation and help me with my plans. Have recommended many times!
— Cooper
Verified review (1499726)
Review left 6 years ago
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10
Investment support.
Listen to the client and advise accordingly. It really helps to have a risk rating. I am 100% happy with my advisor. He is always supportive and approachable.
— Williams
Verified review (1499317)
Review left 6 years ago
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8
UK Tax return as a non resident
Timeous service and uncomplicated responses
— Wood
Verified review (1499291)
Review left 6 years ago
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10
Personal Financial Planning
Everything!!
Complete review of our personal financial situation - personal advice and recommendations - personal touch
— Weston
Weston works at Dorsch Consulting International as Chief Resident Engineer
Verified review (1499223)
Review left 6 years ago
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10
The Fry Group
Good personal service fairly quickly
— Anonymous
Verified review (1499218)
Review left 6 years ago
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10
Helping me build a sustainable pension appropriate for my wishes and needs
Design and manage an investment portfolio that protects my capital and gives me an adequate income. Keeping me informed of market issues and regularly reviewing my portfolio.
— Anonymous
Verified review (1499191)
Review left 6 years ago
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9
Financial Advice
Crafted a well balanced portfolio that provides higher than market returns in good times and cushions against fall in bad times, like the recent Covid virus market turmoil.
— Weiss
Verified review (1499187)
Review left 6 years ago
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10
Review of current portfolio
Digital services - website with visibility of portfolio / reports / etc
— Waddell
Verified review (1499186)
Review left 6 years ago
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8
Tax matters and Wills
Responsive to queries.
— Anonymous
Verified review (1499177)
Review left 6 years ago
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9
Investments and Wills
Having very little understanding of the investment world, and meeting countless advisors over the years, I finally found Ashley Jones. A great asset to the Fry Group. Patient, understanding, excellent follow-up and keeping me updated on my investments.
— Walters
Verified review (1499176)
Review left 6 years ago
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10
Investment
Have knowledgeable, trustworthy, professional personnel providing sound investment advice tailored to individual needs.
— Watson
Verified review (1499175)
Review left 6 years ago
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10
Income tax returns
As an expat I found them very helpful in dealing with my tax returns and with any queries regarding tax return, explanations were given in easy to understand language.
— Watling
Verified review (1499174)
Review left 6 years ago
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9
Preparation of Self Assessment Return
Reliable, prompt, efficient.
— Anonymous
Verified review (1499173)
Review left 6 years ago
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10
Taxation
Always easy to connect with your advisor or someone else. Efficient service.
— Anonymous
Verified review (1499172)
Review left 6 years ago
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10
Investments
Sensible impartial advice
— Anonymous
Verified review (1499170)
Review left 6 years ago
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9
Moving back to the UK and tax returns on a recommendation from a client
Kind, immediate and thoughtful care with instant access. Importantly applies to “small” clients.
— Whitaker-Allan
Verified review (1499169)
Review left 6 years ago
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10
Investments and wills.
Keep us informed (and through Nucleus).
— John W
Verified review (1499168)
Review left 6 years ago
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9
