Even as every client comes to us with unique requirements, they all share common human desires. It might be funding for retirement, life goals or the protection of their legacy. Listen to some of our clients tell their own stories.
“Seventy Financial Planning have always exceeded my expectations.”
Listen as Dr Zaman speaks about his experience as a client of Seventy Financial Planning. You’ll hear his first impressions, the ongoing experience communicating with the team, and ultimately how he feels about his decision to engage Seventy.
“People ask ‘what do you do?’, and now I can say ‘whatever I want.’”
After a period of living overseas Tony and Sharon came back to the UK in 2015. Here they tell the story of the first time they met with Chris and the team at Seventy, what they said to each other immediately after the meeting, and their lives since.
“The first time we sat down with Seventy I realised, ‘Wow, we can do more than we thought.’”
Marc and Nicky talk about the changes they’ve seen since choosing Seventy Financial Planning. The team showed them they didn’t need to wait until retirement to enjoy their money, and they’ve since had some amazing experiences.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.
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