Frank Smith

First impression from a user who is not yet a client

February, 2019

Please provide a brief comment about your experience with Frank

I really dont want to leave a verbal comment. On the other hand Voucher For were really good with the service they gave and followed things up by phone and email that's why I gave a score of 8

First impression from a user who is not yet a client

January, 2018

Please provide a brief comment about your experience with Frank

I found Frank very down-to-earth precise with the information I was after and sort of Gentleman I definitely could and will do business with

First impression from a user who is not yet a client

August, 2017

Please provide a brief comment about your experience with Frank

So far we have just chatted on the phone and not really progressed things but my first interaction has been positive and we will be meeting Frank in the future to allow more detailed discussion. It is hard to rate financial services based on a 40 minute conversation.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Frank

Review from verified client

December, 2014

How has Frank Smith helped you?

Excellent knowledge of the market place and the range of options, providers and products available. He has always understood clearly my attitude to risk and personal objectives and goals, and matched these well with products that were right for me. You might say that this is why you go to an IFA, i prefer to say this is why you go to a good IFA. Have been using Frank for many years now, and have never been disappointed.

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank has provided excellent independent financial advice to myself and my husband for approximately 9 years now for both our personal and business needs. I like to think we have now built up a fantastic relationship where he understands our lifetime goals and advises how, if and when they can be achieved in a clear and decisive manner using wonderful modern software for easy to understand illustrative purposes. I would have no hesitation in recommending Frank to anyone in need of similar advice.

Review from verified client

December, 2014

How has Frank Smith helped you?

Keeps me appraised of important developments. Understands when I don't wish to follow advice and doesn't push too far.

What could they have done better?

I don't really have any criticisms.

Review from verified client

December, 2014

How has Frank Smith helped you?

Having been introduced to Frank a few years ago, i have had the pleasure in building a good professional relationship with frank. He's very approachable on the various aspects i wanted advice on, his knowledge was not only something that stood out for me but the manner in which it was explained to me. Making is easy to understand and absorb. Over the years i've been in contact with Frank, our client / IFA relationship has grown, his friendly personality along with always finding the time to assist me in his busy day really does help when looking for the right advice.

What could they have done better?

I am struggling to actually find a negative with Frank, sounds corny but its true. Others may find it , but for at present i haven't

Review from verified client

December, 2014

How has Frank Smith helped you?

He gave me a detailed breakdown of his suggestions for investments having first established my finanancial position and requirements as to safety and growth. All his suggestions were in writing.

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank having reviewed my portfolio of pension accounts made some very good suggestions on how to deal with them. This was not particularly straight forward but Frank guided us through the necessary proceedures. He is very good at listening to your queries and giving clear advice.

Review from verified client

December, 2014

How has Frank Smith helped you?

Reliable and diligent, I've been with Frank for over 10 years and have every confidence in him and his advice.

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank clearly explains the services that he provides and is thorough in his explanation of the products that are available. He made sure that I had a good understanding of the risks involved in investing, and the charges that I would incur, and made sure that I was comfortable with them before recommending the right product. Once I had agreed to his recommendations all the necessary paperwork was dealt with quickly and since then I have been regularly updated with statements and newsletters to keep me informed of the progress of my pension.

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank has advised my wife and I for over 20 years on all areas of financial planning including investments, retirement planning, mortgages and protection.Our annual review is now more geared to holistic financial planning and establishing if our long term goals can be met. I would thoroughly recommend anyone to use his services.

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank provides a professional service and fully understands my position, goals and attitude to risk. He has been advising me for more than 10 years and I have always trusted the advice that he has given me. Frank has always kept me updated with any changes that may be beneficial and has advised me accordingly. He takes the hard work out of the process for me.

Review from verified client

December, 2014

How has Frank Smith helped you?

I cannot fault Frank Smith He has been a constant support over many years. His advice has always been of the highest quality which is of course most important however his easy going and friendly style and ready availability are a real bonus. Importantly I have never felt pressurised into following his advice but by so doing I have reaped the benefits The fact that I have retained his services for many many years probably says more than I could detail here I would have no hesitation in recommending him and indeed have done so on numerous occasions

What could they have done better?

Nothing

Review from verified client

December, 2014

How has Frank Smith helped you?

Frank Smith provided excellent service. He was thoroughly professional and extremely knowledgeable. Any query we had was dealt with efficiently and Frank ensured we understood every process we were going through. We always felt we were in capable hands and we would recommend Frank to anybody looking for quality financial advice.

Review from verified client

December, 2014

How has Frank Smith helped you?

Clear and concise advice with emphasis on those areas of specific interest.

Review from verified client

December, 2014

How has Frank Smith helped you?

Yearly review of pension recommending any changes and alternative markets to put any part of pension fund, performance on previous year and access to my pension online 24/7 to see current valuations and market trends. I also receive regular e-mail updates.

Review from verified client

December, 2014

How has Frank Smith helped you?

Always very helpful with impartial advise.