Google Rating
Google Rating

Don’t just take our word for it….here’s what some of our clients have said about us:

Simon Beckwith – Adam has looked after my financial affairs since I sold my dental practice four years ago. I have always found him thoroughly professional, independent, quick to respond, efficient and very likeable. Building a personal trusting relationship with your financial advisor with regular face to face meetings is so important and in this regard Adam comes up trumps. I cannot recommended Adam and his colleagues at FTA highly enough.

 David Wilkinson – Many thanks to Christine for arranging our Directors Life Insurance for our business acquisition loan – she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

Tim Jones – I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.

John Swift – I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I’d really recommend them to everyone. Very pleased with every aspect.

Ashkan Pitchforth – I have used Christine Hawes at FTA now on a number of occasions. First class service. She is spot on with advice; approachable; always at the end of the phone; and does everything to ensure the cover is in place as required. There is no need for me to go to anyone else because the service is perfect. I would recommend her to all, and will continue to use her services in the future.

Koray Feran – Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them.

Mike Walsh – I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 4 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

AME Erwee – I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!