Namita & Ranjit

Namita
Hello, I’m Namita, and this is my husband, Ranjit. We’ve been associated with Richard and Tudor Franklin for six or seven years now.

Namita

We knew Richard when he worked at the building society, and we got in touch with Tudor Franklin because we wanted to get all our finances in order as age was creeping up on us and we needed to make sure that everything was settled properly.

Ranjit

We needed to know about various things like Inheritance Tax and Capital Gains Tax, and we also wanted to make sure that our children knew one person they could contact in case something happened to us.

Namita

With Richard, we realised that the advice was sound, he was very friendly and approachable, and he had our best interests at heart.

Ranjit

The first thing we found with Richard was that he was local to us; he wasn’t remote, sitting in some London office or something like that. So that was one thing. Then, when reinvesting our finances in his company, he did things very systematically, one by one, not rushing us into doing things in a very fast manner.

Namita

Richard has helped us with a variety of things, like explaining Inheritance Tax and Capital Gains Tax. He also advised us on getting trust funds set up for our daughter just in case she wanted to buy a house or needed any money, and then how that would help us with the Inheritance Tax as well, which was very important for us to do.

Namita

I feel very relaxed with Richard, knowing that all our money is safe with him. Whatever he’s advising is sound, and I also feel relaxed knowing that when anything happens to us, our children can approach him, and he will guide them properly.

Ranjit

Three words to describe Richard: the first thing I would say is that he is competent; secondly, he’s honest; and thirdly, he’s reliable.

Ranjit

The best thing is that he’s quickly approachable. For example, if I want a meeting with him tomorrow, he’s quite prepared to come, and we have a meeting. That is something that is not easily possible with other people.

Namita

I’m not all that okay with the financial jargon and things like that, and I do ask him stupid questions sometimes, but he does make me feel like I’m not being stupid, which is important to me. So, he takes his time and explains everything, and that’s very, very important to me.

Namita

I think one good thing about Richard is that he doesn’t seem to impose himself; he listens to you. That is good.

Namita

I would definitely recommend Richard to anybody, including my friends and family, because of his approachable and friendly nature and how he can explain things nicely and invest your money properly to make sure you’re gaining from it and not losing anything.