Last year, I learned that the Company, which had been managing my investments for about twenty years was closing. I sought and followed the advice of a much valued Chartered Accountant friend and transferred my portfolio into the care of Simon Hannam, Managing Director of Trusted Financial Solutions, who had managed the said friend’s personal investments very successfully for many years.
As a cautious and not a very knowledgeable investor, I appreciate the extra time, support and advice which Simon is always very happy to give. At no time have I felt under pressure to follow any particular course of action and Simon very patiently and clearly explains the different available options and their attendant levels of risk.
In these very troubled and volatile times, I have every confidence that my capital is well protected and is in safe hands. Since the beginning of the 2020 Pandemic, my portfolio has not suffered any overall losses and indeed shows some growth. I am very grateful to Simon for his professional and sound financial advice and would not hesitate to recommend the services of Trusted Financial Solutions, Thatcham.
19th October, 2020
AB
This is also a complementary email to the professional and heart felt service you have provided for us throughout the whole process. As we are currently going through the exciting period of tearing down wallpaper and choosing our new carpet, we stop to realise that a lot of this wouldn’t have been achievable without your service. You’ve helped us to obtain a property we could have only wished for before the process started! As first time buyers in this current climate to obtain the property we have, it feels like a huge achievement and all credit to you. From the first meeting we had 6 months ago to the completion of our mortgage, you’ve explained every process with understanding and reassurance in areas where we needed it. No question was to silly and nothing was ever a problem when we came to you for answers. We will certainly recommend you to any friends or family members with pure confidence. Most importantly you will remain a contact in our address book for future financial guidance. We also hope you can use these comments to promote the excellent service you provide.
Once again thank you so much!!
Tom & Katie
Just a quick note to express my sincere thanks and appreciation for the way in which you have supported me since my retirement from Hewlett-Packard. The advice has been excellent and has helped me transition to my “new” life. Your approach has been the reason why I recommended Matthew and Emily use your services.
TG
One of my friends recommended Simon to us when we were looking for a new deal on our mortgage. I am so pleased he did – Simon found us a great deal and his communication was timely and clear (both via phone/email). We were kept informed at every stage and we locked in a new deal with plenty of time to spare (a bonus for us as it was so last minute 2 years ago!!) He was open and transparent about our situation during this strange time (lockdown); he considered the best options for our situation and discussed them with us so we understood 100%. We are very happy with our new deal so thanks again!
JB
Simon has worked so hard to arrange my mortgage for me for the second time. The whole process has been quick and easy, and Simon has been so patient and thorough throughout the whole process. I look forward to working together again in the future
Thank you so much Simon for your hard work!
HS – IOW
Hi Simon,
I just wanted to say a big thank you for all that you have done in arranging our mortgage.
Your tireless effort and personal approach made the experience a very simple and pleasant one.
I will be personally recommending you to all of my friends and family as someone who is professional, personal and who goes the extra mile to provide the right service..
Again many thanks,
J & C
We Invested with Simon after a recommendation from our solicitor we are very pleased with the results he has achieved for us. Thanks for your help.
C & M
We had not used a Financial Adviser before but are so glad we met Simon. He found us a much better deal and supported us patiently over a couple of bumps in the road. With his professional and friendly manner we always felt he had out best interests at the forefront and he acted promptly in dealing with the paperwork to bring about a successful outcome.
K&M
“Trusted Financial Solutions / True Potential have looked after our investments for the past 8 years. They have managed those funds with the utmost professional skill and care whilst providing much valued expert advice and fully understanding and meeting our needs. We shall be forever grateful and have no hesitation in recommending them to others”.
Jeff & Sue
Hello Simon,
Just a quick one to say thank you for all your help throughout getting me a mortgage.
It was great to work with you and very easy. I look forward to working with you again in the future.
I will pass on your details to any of my friends looking to buy in the future.
Thank you
Ben