Jenny & David

Jenny

Hello, my name is Jenny, and this is David. We’ve been clients of Tudor Franklin for just over two years now, and our adviser is Bharat.

Jenny

We heard about Tudor Franklin through a referral. We have a couple of businesses that we own, and at the time, we were getting some advice from another adviser for the business, and they recommended them.

David

We’d already got a lot of pension schemes in place, but we weren’t quite sure what they were or where they were invested, and we didn’t really get proper advice from our previous adviser. Hence, we contacted Bharat, who was able to start explaining the process and where all our investments were.

Jenny

We needed to plan more for the future by understanding where we were with our finances and what we needed to invest to get a better or more balanced future. That is what Bharat was helping us with.

David

The reason why we chose them following this conversation was that within the first 30 minutes of having a friendly, informal chat, straightaway, he was speaking an easy-to-understand language, and he also grasped what we were trying to do over the next ten years; that gave us confidence that we could work with him going forward.

Jenny

Working with the team at Tudor Franklin makes me feel really confident, and I have a better understanding of what is happening with our finances on a monthly basis.

David

The way I feel about my financial future is more confident. I’ve got an idea now of what our plan is, what our investments are doing, and perhaps what I need to do in the future because we are looking to retire at some point. I’ve just gained more confidence in what we’re doing.

Jenny

The three words I would use to describe Bharat would be helpful, knowledgeable, and not patronising.

Jenny

The best thing about working with Bharat and Tudor Franklin is that we know exactly what’s going on with our investments and our finances now. They’re always there to support us if we have any questions or if anything comes up, and we feel that we have a strong relationship going forward with them.

David

The best piece of advice we’ve had from Bharat and Tudor Franklin was to advise us on what to do with a mortgage that we had for the building that our current business is in, which is connected to our pension fund.

David

Yes, I would definitely recommend Tudor Franklin and, obviously, Bharat because that’s who we deal with, and the reason why I think that would be because of their knowledge and also because of the way they deal with clients, speaking to them in the language that clients understand.