Now just a humble pensioner, Philip has managed my money for almost ten years. Had that been longer, how much better off might I have been? Not only has he sorted me out, but he has also got my wife into line – so much more difficult! Working with him and the Informed Choice team is a joy. Always straightforward, Philip has my trust, my admiration and my gratitude.
On retirement, two years ago, my wife and I moved to Petersfield from London. A friend told us that should we need any financial advice he could recommend Shelley McCarthy who worked for a company called Informed Choice, based in Cranleigh but had just opened an office in Petersfield.
Although we had always used a long-standing family adviser, we decided to make contact with Shelley McCarthy and from the first meeting, and with her follow-up actions, we were so impressed that we have now moved all our financial assets to her care.
She initially carried out a comprehensive analysis of our present position and what needed to be done to meet our specific needs and objectives. The report she produced was detailed but easy to understand and covered everything we needed to know.
When Shelley discussed it with us, she brought a clarity to our financial discussion which we had never found from any other financial adviser. She is charming and exceptionally knowledgeable in her field. Everything we discussed from our attitude towards investment risk, asset allocation and their charges was clearly explained.
Their charges are considerably less than we had been paying for many years. We readily accepted every recommendation she made which was then acted upon efficiently and quickly.
I can unequivocally recommend Informed Choice to anyone seeking professional financial advice and we only wish that we had met the most impressive Shelley McCarthy many years ago.
Totally reliable. We are thrilled to bits. You have been so supportive, you have kept us in the loop and we trust you completely.
Thank you so much for your wonderful help. You are a marvel and I will be recommending you at every opportunity!
We really appreciate all the hard work you have invested to produce a very detailed analysis and recommendations and excellent service.
I’m a Chartered Accountant in practice and have worked with Philip for many years. He has advised on both my personal finances and pensions as well as those of many of my clients. His advice has been of the highest standard throughout. He takes an holistic approach looking at the entire circumstances as relevant and gives practical and sensible insight. He is both technically capable and commercially aware and I and many of my business connections are very grateful for his wise counsel.
I’m a Company Director of a London and New York listed Biotech. I have known Philip for over 25 years and he has advised on both my personal finances and pensions as well as those of my family. His approach has always been exemplary and he manages the difficult challenge of taking complex technical information and processing it into a form that is understandable for the non-technical. I value greatly his advice and take great comfort from knowing that he is helping me manage the financial future and prosperity of my family.
My friend and colleague has lots of important decisions to make over a short period of time and I’ve recommended you on the basis of your sheer humanity and good plain English no nonsense advice and approach to helping people make decisions and investments relevant to their lives. It’s true!
I can’t recommend Informed Choice highly enough. Philip took on the unenviable task of sorting out my very tangled and complicated finances. Not only does Philip offer practical advice and solutions but he also takes into account, at every step, what is right for me as an individual. Philip has made me feel financially secure, and I am in very good, sound, understanding hands.
Good honest professional service will always be in demand.
We first contacted Informed Choice approximately two years ago for advice concerning our pensions. We have every confidence that the advice which Shelley has provided is unbiased and well informed. Each of our enquiries has been dealt with in a friendly, helpful and professional manner and we have been extremely happy with the service provided. Communication is good, and we have been kept regularly updated with the progress of our affairs. We would highly recommend Informed Choice to anyone seeking professional and flexible financial advice.
I stumbled across the Informed Choice Podcast series during the time I was becoming increasingly dissatisfied with the service and value that was provided from a major restricted market wealth manager. Having listened to well over 100 episodes, I began to feel I really knew Informed Choice to the point that I could really trust them. Today I have a personal financial recipe plan which can flex as my tastes and needs change. With Shelley’s coaching I now have the added confidence in making key decisions. The peace of mind that my life objectives can now be met is simply priceless.