Tuesday, February 20, 2018

Client Testimonials

"Having been a client of John and jch investment management for 8 years I have no hesitation in recommending the complete service that they offer. The relationship that has been built up over the last 5 years enables me to have complete trust in the advice that I am receiving,helping me achieve my financial goals and ensuring long term financial security for myself and my family." - Guy M

"John has been my financial advisor for seven years and I have been more than pleased with his advice, professionalism, and his friendship. The performance of my investment portfolio has been extremely pleasing over that time helping me to achieve my financial requirements." - Linda P

"The advice and guidance given by jch over the past couple of years with regard to ensuring we had the right tax and legal structure for our Company remuneration strategy has been invaluable, not to mention the financial protection that's been put in place for our family." - Gerry C

"jch's advice in reorganising our Companies' pension schemes has delivered a lot more than we expected. Besides demystifying the workings of our pensions they also arranged it so all members of the scheme can see at the click of a mouse the up to date values and fund holdings of their pension pot at any time of the day, or night! We now have a Pension Scheme that does what we want it to. In the process they also unearthed an old Company Scheme which seemed to have gone walk about with the old Pension Provider (a large Insurance Company) with some fairly substantial funds in it!- Steve F

"I have always found John and his team to be knowledgeable, professional and approachable. I trust John not only with my own investment management but my clients too." - RMW Chartered Accountant

"I have always found the pension, investment and financial planning advice John and his team have given both to my clients and myself over the years to be excellent. We have built up a very trusting business relationship over that time and I have no hesitation in recommending their services." - Steve T (Chartered Accountant)

"John's advice with regard to reducing my tax bills by investing in films and with financial planning generally has been excellent and I have no hesitation in thoroughly recommending both him and the rest of the team at jch investment management." - Dr B

"I have been a client of yours for a few years now. I have found you to be extremely competent and professional. You are what the professional financial advisor should be and this inspires confidence in you. The fact that I am remaining your client should be seen as a ringing endorsement of your ability to handle a very precious asset, my finances." - Dr O

"jchim were recommended to me. I have been delighted with the service, in particular the financial reviews and common sense advice on tax matters.” - Phil B

"Over the last 6 1/2 years, John has done sterling work, firstly for my late husband and myself, and now just for me.This work is especially directed towards minimising Inheritance Tax on our deaths. His help and support has been, and is, invaluable." - Mary G

"John has looked after my investments through some difficult times in my life, always giving sound, discreet advice and always looking after my financial needs expeditiously. As importantly to me, on a personal level, he and his colleagues are extremely approachable and genuinely pleased to assist us in matters small or large; offering far reaching advice that means myself and my wife are worry free knowing our finances are in good hands." - Ian W