01908 307423 
info@pfpllp.com 

 TESTIMONIALS 

I would like to recommend Samantha John as an Independent Financial Advisor. 
 
I asked Sam to look over our financial affairs and help me with sourcing a pension. 
 
She did all the difficult work found me and my husband a new mortgage protection policy which saved us both money and sorted out a pension for me that was affordable and matched to how much risk I was willing to take. 
 
It was all so easy, Sam talks in a jargon free manner and put me completely at ease straight away, which is key for me. Sam also made recommendations and suggestions for future things to consider, which I found extremely useful. She offers annual servicing so will keep on top of all my needs in line with any changing circumstances. 
 
I would like to say a big thank you to Sam and will be using her services in the future. 
 
L Burden 
I am writing to put on record my thanks for your advice and actions in dealing with one of my clients. I recommended you to my client because I have the utmost confidence in your abilities and the professionalism of your advice. To have my client ring up and tell me that you have met them, dealt with them and their needs and got them their pensions and insurances sorted out is what I expected. 
 
However, to have my client ring me up and enthuse about you shows you as better than the norm. He said how helpful you were, how patient in taking the time to answer their questions and ensure they understood the issues and their options, and how much you de-mystified a complex subject for them. As well as ensuring that all the matters were dealt with and followed up. Well, it shows how much you went beyond the norm and delivered a service that was so excellent he just had to ring me and say thank you for putting the two of you in touch. 
 
So thank you from me, for a delighted client 
 
Jonathan Vowles Chartered Accountants 
Brian and I are members of the same referral organisation. After listening to other members of the group singing Brian's praises I decided that my finances needed an MOT. 
 
I was very impressed with Brian's depth of knowledge and the professional way in which he reviewed every aspect of our financial life. I very much liked his "if it ain't broke then don't fix it" approach and was delighted to note that we have a very good mortgage rate which can't be beaten in the current climate. 
 
He is currently assisting us with increasing our life cover because it was woefully inadequate and has completely reviewed my pension plan to ensure I get a better return on my investments. 
 
Brian is a consummate professional. As a result of our dealings with Brian I am now confident that we have the right plans in place to ensure our financial security in the future. 
 
I have no hesitation in recommending Brian's services to anyone who wants to sleep well at night knowing that their Independent Financial Advisor is of the highest calibre. 
 
Mrs Cherryman 
I recently asked you to review our various insurance policies as they were up for renewal & our circumstances had changed. Following the initial consultation you made us aware of the options available as this can be a minefield if you are not entirely sure. 
 
After searching the market place you managed to find policies that suited both Sangeeta's circumstances & mine. The entire process was totally hassle free & we even saved almost £60.00 a month from what we were paying. 
 
Your personal service was second to none. The correspondence was timely & professional. The integrity & attention to detail was of the highest standard. 
 
I have absolutely no hesitation in recommending your services to any of my personal or business contacts. 
 
Mr Mahey 
I would like to recommend Samantha John as an Independent Financial Advisor. 
 
I asked Sam to look over our financial affairs and help me with sourcing a pension. 
 
She did all the difficult work found me and my husband a new mortgage protection policy which saved us both money and sorted out a pension for me that was affordable and matched to how much risk I was willing to take. 
 
It was all so easy, Sam talks in a jargon free manner and put me completely at ease straight away, which is key for me. Sam also made recommendations and suggestions for future things to consider, which I found extremely useful. She offers annual servicing so will keep on top of all my needs in line with any changing circumstances. 
 
I would like to say a big thank you to Sam and will be using her services in the future. 
 
L Burden 
I am writing to put on record my thanks for your advice and actions in dealing with one of my clients. I recommended you to my client because I have the utmost confidence in your abilities and the professionalism of your advice. To have my client ring up and tell me that you have met them, dealt with them and their needs and got them their pensions and insurances sorted out is what I expected. 
 
However, to have my client ring me up and enthuse about you shows you as better than the norm. He said how helpful you were, how patient in taking the time to answer their questions and ensure they understood the issues and their options, and how much you de-mystified a complex subject for them. As well as ensuring that all the matters were dealt with and followed up. Well, it shows how much you went beyond the norm and delivered a service that was so excellent he just had to ring me and say thank you for putting the two of you in touch. 
 
So thank you from me, for a delighted client 
 
Jonathan Vowles Chartered Accountants 
Just a quick note to say thanks for sorting out my pension requirements. As an Ex-IFA, I know the importance of planning for retirement, but whilst setting up my business, I've put this on the back burner for a while. 
 
Also, as an Ex-IFA, I know the amount of the paperwork and compliance issues required to ensure that the application progresses swiftly. I'm glad to say, that's now your headache and no longer mine and you've dealt with it expeditiously and without problem. 
 
I was very happy also with you fund selection that you've made for me taking in to account mine and my wife's attitude to risk. 
 
Thanks again for making this important and sometimes complicated job go through without any issues. 
 
Mr Nicholls 
I am writing to thank you for your recent financial advice which you provided to both myself and my wife. With the recent arrival of our son, things were certainly put into perspective. In particular what I was lacking with respect to future planning to provide for my family. 
 
After an initial consultation which took place at my own convenience at my own home outside of normal working hours, every one of your recommendations were made in plain English and all of the relevant figures were explained clearly and concisely. This made it an easy decision to take your advice for my pension, out of work insurance and joint life insurance. 
 
I have already recommended you to a large number of individuals and will continue to do so off the back of the stellar service that we have received from you throughout the whole process. 
 
I will have no hesitation in recommending you in the future and would be happy to speak to any of your prospective clients should you need me to. 
 
Mr Szreider 
Thanks for the advice you gave my wife and l last week, for the first time in many years we now have a grasp of where we stand with our pensions. 
 
I also appreciate the straight forward way you explained our options, once again a real help to someone who's skill with money begins and ends with an ability to spend it. 
 
I will recommend your services to anyone who wants a tile full of old documents converted into a common sense understanding of their financial situation. 
 
Mr & Mrs Freestone 
Samantha made us feel at ease, sorted out our investments and saved us money. Her no nonsense approach to financial and insurance jargon has been a bonus. 
 
R Hewitt - Milton Keynes 
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