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

Mr G (Hampshire) – I am a dentist, have run my own dental practice(s) for over 25 years, and have a handful of kids! I also have a WHSmith Will pack in my desk drawer that I purchased 15 years ago and never got around to filling it in! I had been successfully avoiding the implementation of Wills, Trusts, Probates and POA (power of attorney) until my mother in law became very poorly with Alzheimer’s, and my father in law died suddenly.  My wife and I were almost 50 years old, and our lives were hit with a deluge of administration. Due to the lack of preparation by my in-laws, and our complete lack of experience with these matters, we had to enlist solicitors, and then worked hard to put in place the legal power of attorneys (to assist my wife’s mother), and sort out trusts and Wills from her late father’s estate. It took over 18 months to finalise. I decided to join a webinar hosted by FTA where Sue Delahunty was discussing the benefits of sorting Wills, Trusts, and POAs, and Adam Brookbanks was talking about the financial side of retirement planning. They were both very experienced and I was keen to get these matters sorted, signed, sealed and stored away for safekeeping.  Sue has worked hard to ensure that our Wills, with their relevant trusts, and our letters of Wishes are bespoke to our family circumstances. I’m sure that no two Wills are the same, and rightly so. Sue is a delight to work with, full of examples and stories, and professional in the implementation of the documents. We can now feel reassured that the job is done, and should anything happen to either or both of us, there’s a plan in place.  Thanks Sue, and able assistant Molly!

Andy Baxendale – Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of portfolios we required extra forms to complete all the information gathering. Since then Adam has rationalised these into a more manageable state. I work in the regulated industry and recently was the subject of an internal audit, Adam and the team rallied to support the long, complex and demanding process. I can’t praise the team enough for their outstanding work, so I thought I’d publicly say here how much I value the work they do.

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!