Kit Finney

What were the circumstances that caused you to initially look for an adviser?

Need for sorting out various policies and investments.

How has Kit Finney helped you?

He put finances in order and improved portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not think could havev done much better bearing my limited knowledge of financial investments

What were the circumstances that caused you to initially look for an adviser?

Kit Finney has been my financial adviser for well over 25 years now, and has helped me with all financial matters for both my personal and business affairs.

How has Kit Finney helped you?

Kit has always given very sound advise, with total understanding of my needs. He and his staff are very good at keeping in contact, and explaining anything that I don't fully understand without making me feel stupid. I trust them all totally and have always been very happy with the friendly service and have on several occasions recommended Kit and his team to friends, all of whom have been as happy as me with the advice and service.

Have you seen the outcome you were hoping for?

Yes, I have always seen an increase on my investments, even in harder times. I now live in Australia, but I still use Kit as my financial adviser as I fear I will not find someone as successful or trustworthy as Kit.

What were the circumstances that caused you to initially look for an adviser?

What to do with our savings to plan for the future prior to and after retirement.

How has Kit Finney helped you?

By discussing what we required from our savings moving forward Kit was able to offer advice into a programme of investment which fulfilled those requirements completely.

Have you seen the outcome you were hoping for?

Yes, the recommendations offered by JCF have proved very reliable and have seen my investments grow substantially.

What could they have done better?

Nothing, I am completely satisfied with the service offered by JCF Financial.

What were the circumstances that caused you to initially look for an adviser?

I have never had cause to request or receive advice on Insurances, Mortgages, or Auto Enrolment. I sold a company and wanted investment advice because I have never used a tax accountant for appropriate investment

How has Kit Finney helped you?

I feel close to my I F A. We both speak openly and honestly on a one to one basis. He provides me with a quarterly review of my portfolio with recommendations. We have a formal annual review covering all aspects of MY present and future financial position and commitments. During the year we E-Mail and/or speak on the phone quite often.

Have you seen the outcome you were hoping for?

Definitely YES , apart from the past 4 or 5 months or so, when the global Economy and Brexit reduced the Footse 100 by 9% or10%

What could they have done better?

I have used Kit Finney for about 20 years. I am 85 years old, and I wish that Kit had recommended setting up a 'Family Trust' and an 'Educational Trust' much earlier than 2014 so that by 2021 those funds would be 'out of my estate' for tax purposes.

How has Kit Finney helped you?

Kit has a professional approach and offers excellent advice , any time we have any concerns he explains them fully and with our investments we have had and are getting excellent results. We have recommended Kit to family and friends

What could they have done better?

As far we are concerned Kit does all we have asked and more