Testimonials
Read some of the feedback received from clients.It would be easy to write the usual guff about Mel Harding being a "trusted adviser" but Mel is special and, as such, she deserves more than that.
She is a consummate professional. She is fully chartered, professionally trained and highly qualified for her role. She invests personal time ...
I want to thank Mike Pimblett and Alison Coleman at Bright WM for their sound advice and support. I have used their services twice, and it has always been exceptional. I wholeheartly recommend them.
The complex financial dynamics of the modern world, pandemic notwithstanding, call for the best level of detail, thoroughness and personal attention that Kim and her team have been able to provide. Having retired from a successful technology company, I appreciate what Kim is exceedingly good at… ...
Kim De Vine has been my Financial Adviser for over 5 years. I would recommend her both to family and friends as she provides excellent and sound financial advice. I trust her advice completely, both with my portfolio pension and my investments portfolio.
When looking for advice on my pension, I spoke to a number of different Advisers before being introduced to Kim. I have been very pleased with Kim’s professionalism and her advice. I’m very well supported throughout the whole process.
I have been dealing with Kim for a number of years and she has always been honest, straightforward and interested. I was particularly impressed that she was thoughtful enough to contact me at the beginning of the pandemic to offer assistance. Kim has recently been able to help us achieve the buyi...
I had been slow to organise my affairs, generally putting it off to another day. Fortunately Kim put me right and with her advice, presented in a measured way, I am happy that I’m now on the right track.
I had come to the point in my life where I needed to sort out my pension. Discussing pensions with a friend, put me in contact with Kim, I was extremely impressed at her professionalism. She took the time to listen to my requirements and over several consultations, presented me with sufficient in...
I have received clear and quality advice, as well as excellent prompt communication. The service has made the whole process of buying my first home smooth and stress-free, and I would recommend them to anyone looking to get mortgage advice.
Tim Moore took over as Adviser on our portfolio approximately one year ago. Following a face-to-face meeting with Tim, he suggested some tweaks he felt would be more appropriate to our lifestyle and income requirements. We have been really impressed with how these changes have already produced a ver...
Past performance is not a reliable indicator of future performance.
If you want a truly professional and best-in-class financial adviser, you should call Tim. On every occasion, I’ve found Tim to be extremely well prepared, knowledgeable about all aspects, including latest developments, and eager to take plenty of time to really understand your circumstances, goals ...
Tim has always been someone whom I have both trusted implicitly and valued his opinion on business matters so when I came to retire from Yell 2 years ago I had absolutely no hesitation in discussing my retirement plans with Tim, with a view to investing my Tax-Free Lump Sum payment wisely. Tim spent...
Excellent service. I am very happy with the advice I receive from Tim. He took over my financial matters following the heartbreaking and untimely passing of Victoria to cancer, over two years ago. From the very beginning I have found Tim to have a very friendly and approachable manner, and he always...
I'd like to thank you for the way you have advised us, helped us and assured us with our investments over the last few years, and particularly over this very uncertain period. I must say how much we appreciate the visits you have made to us and the way you have explained the various aspects of ou...
My wife Debbie and I have been dealing with Tim for close on 3 years. We were a little concerned when our previous Adviser was sadly unable to help us due to her illness as we did have a strong relationship with her, but we had no reason to be. Tim is a very professional man; he respects the role he...
Tim has been working closely with my wife and I for the last two years. He has been fantastic in offering invaluable advice for both our pension and wealth management as well as other advice relating to trusts and savings. Throughout this period, we have referred Tim to many friends and work colleag...
I have no hesitation in recommending Tim to oversee your financial affairs. I have known Tim professionally and socially for over 10 years and have 100% faith in his advice and his professional integrity. I have always wanted to retire at 55. Tim looked into the feasibility of this when I was 52. Fo...
Tim has been our adviser at SJP for over 2 years now. At the start, he came to visit my wife and I to get a clear understanding of what our existing portfolio was, and what it was doing. He also wanted to get a clear view of what our expectations and goals were, going forward.
A clear pla...
With financial uncertainty being part of everyday life, it isn’t easy to choose the right financial advice firm to work with. After spending considerable time researching and reviewing my options to best maximise my desire for early retirement and future security, I had no hesitation in choosing Tim...
Tim has been supporting me with my pension arrangements for the past two years. He quickly established himself as a valuable and trusted Adviser based on his innate ability to develop a detailed understanding not only of my current financial affairs but also my mid to long term motives and requireme...
I feel that I can trust Tim and the advice he has given me. I feel that he always listens to my needs and does not try to talk me into anything inappropriate for my situation. Tim’s communication is excellent, always open and transparent and he always responds promptly to my calls and messages. I am...
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