Alan & Cheryl

Alan

My name is Alan, and my wife’s name is Cheryl. We’ve decided to use Tudor Franklin for our financial advice, and Bharat is who we’re using at the moment.

Cheryl

Our initial reasons for getting in touch with Tudor Franklin were that we needed help with our Inheritance Tax position, plus making supervision for the children’s future. 

Cheryl

I found Tudor Franklin by going on the Trustpilot website and picking out a few of the five-star recommendations that were local to us.

Alan

Once we’d seen one or two people in person, we gelled with Bharat the most. He seemed very professional, but we also talked to him personally as a friend.

Alan

Bharat has given us confidence in our financial future. We feel that our money is being looked after properly, and we feel that we can live our lives with the confidence that we can not only live a good retirement but also have money invested for the future for our family.

Alan

He reassures me that our money is being looked after professionally and managed as well. That’s the main thing, the reassurance.

Cheryl

I feel that Bharat looks after us very well, and he’s taking good care of our money and making it work as well as he can. He reassures us when the market takes a dip and tells us not to worry; it will all sort itself out, and I’m perfectly happy for him to do that.

Cheryl

The three words that I would use to describe Bharat from Tudor Franklin would be competent, professional, and approachable.

Alan

The best thing about working with Tudor Franklin is knowing that they are handling money responsibly and securely, and one of the main things I like is that we get along so well personally.

Alan

The best piece of advice, and my wife would probably agree, is that he says to go and spend and enjoy yourself, and that we can do that while making provisions for the rest of our family as well. So, we’re trying to do that; we’re trying to go and spend as much as we can and enjoy ourselves.

Cheryl

We definitely recommend Tudor Franklin to anybody, we’ve got on so well with them; they are totally professional, reliable, approachable and extremely good at their jobs as far as we’re concerned.