I was seeking to review my financial planning and to map out the next 10 -20 years for my pensions, investments and savings. I cannot think of anything they could have done to improve my experience.
They considered my current situation and helped me realise my future financial planning goals. They were very patient in demonstrating the various options available to me, regarding how best to consolidate my pensions and invest in line with my attitude to risk.
Their advice has meant that I now have much better income and capital growth, and a clearer long-term plan.
They spent time with me to gain a full understanding of my financial situation and advised me with absolute clarity on how my pension could be working better and what I should do going forward.
I feel so much more confident about my financial future and they have taken away all the admin burden.
Their approach to my situation was perfect. It has given me the platform to manage the pension product which is fantastic and the performance so far has been above my expectations
Extremely helpful in understanding my goals and explaining the options I had to meet those goals.
The advice saved me thousands of pounds in tax relief and reduced fund costs. I am paper free now!
They helped me analyse exactly what my needs were, as well as my attitude to risk. Both listened to my requirements, recommended target funds and helped execute the plan.
I wanted to increase the interest on my savings and also get better capital growth. I was provided a very professional service.
They were very professional, clear and timely in the advice and pleasant to deal with.
Ammonite is the trading name of Ammonite Wealth Ltd.
Ammonite Wealth Ltd is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566
Ammonite Wealth Ltd | Registered Address: Top Floor | 67 Wingate Square| London | SW4 0AF | Registered in England, No. 1174409967
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Please read our Privacy Statement before completing any enquiry form or before sending an email to us. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.