Testimonials

“John always does what he says he’ll do and has been a big help to me over the last 18 months when my health took a turn for the worse and I needed to know that my family and I would be financially secure. John took a lot of stress away from me and my family and dealt with all my financial needs and I'd be lost without him. I recommend John to all my friends and family as I know he will never let me or them down.”

Paul Pashley
Company Director

“John is a very down to earth Yorkshire man who calls a shovel a shovel, so there's no fear of getting blinded by big words & technical jargon, he tells everything how it is in plain English. Any problems or issues you have, John will always sort them out with best advice and he's always upfront with everything. I have recommended John's services on many occasions to both family & friends.”

Dean Sharman
Business Owner

“I have known Dale for a period of eight years now. Initially, it was through my previous employer, as a financial advisor to all employees of the Company. I now see Dale on an individual basis, as I know I can trust him to offer good sound advice regarding my investments and pension.

Dale is friendly and offers a ‘down to earth’ approach when it comes to explaining the minefield of information regarding pensions and investments. He is very knowledgeable about the products available and listens to what the customer wants and offers advice accordingly. There is no pressure to go with a certain investment company, unlike some other advisors I have dealt with in the past.

I can understand why some people are sceptical about financial advisors, but dealing with Dale over the years, I can see that he is good value for money. He has helped me to make the best of my investments and steered me in the right direction with my pension. I now appreciate the long-term benefit of working with an advisor and would recommend Dale to anyone wanting sound financial advice.”

Elaine England

“Over the years, I have been able to depend on Dale, not only to point me in the right direction, but also to save me money. Any initial scepticism I had quickly disappeared. Nothing is too much trouble.

If you’re looking for friendly, financial advice, look no further.”

Ann Atterbury

“Almost twenty years ago, we decided to get some expert advice from a Financial Adviser, not knowing anyone we picked Financial Services out of the directory, we have never regretted it for one moment.

From the onset, Dale Smith was friendly and knowledgeable, he gave us very good advice on investments. Also because of the work he did on our behalf regarding a Guarantee through a mis-sold insurance he more than doubled Phil’s (my husband’s) Pension fund.

Subsequently, directly because of Dale, Phil took early retirement in 2007 on his 54th birthday!

Dale always comes to see us once a year and looks through our investments as he always done.”

Margaret & Phil Loxley

“To whom it may concern ......I wish to convey my thanks to Dale Smith for his honest, sound and friendly advice. I came across Dale over 10 years ago having been treated very poorly by a so-called adviser. I was sceptical to trust another advisor at the time but immediately Dale got a grasp of my requirements and started to help me. 

Whenever I have needed to speak to him or meet him he has been available. He is extremely knowledgeable about his work, he listens and advises but does not force any ideas on me. 
Considering the position I was in a few years ago, I could not have wished for better advice.”

Andrew Layton

“John explained all of the options that were available in plain English, and didn't mind when he had to repeat something because we didn't understand the first time. He spent a lot of time ascertaining what we wanted the pensions to provide for us in the future and then set about helping us to achieve these goals. The fact that he's a very friendly and down to earth guy helped the process immensely.......he's never in a rush and is very patient so you don't feel pressured in any way. This is the first time we've had to seek help with financial planning and it was quite a daunting prospect, but John inspired a lot of confidence from the very first meeting and this has continued all the way through.”

Ruth Drinkwater