Christina
I’m Tina. We’ve been clients of Tudor Franklin for six years, and we’ve known Richard Meats, our financial adviser, for about 12 years now.
Robert
We did have a previous relationship with Richard when he was working for another institution, and we built up a very good relationship with him. We were aware that the financial services that he could offer us were more varied than the one-dimensional institution that he used to work for.
Christina
I didn’t see any money problems, but when Rob retired, we had a lump sum, and we wanted it to hold its value. We are not that intelligent when it comes to finance, but we didn’t want to lose money, and that was our aspiration.
Robert
I have always very much valued and trusted his judgements, and he tells me enough about what we’re doing with the money without bamboozling me because, at the end of the day, he’s the expert, and that’s what I like about him: he will tell you as much as you want to know but won’t overload you if you don’t want to know.
Christina
We trust him, we take his advice on board, he makes it clear and simple to us, and it was just a no-brainer that we should continue with him as he became an independent financial adviser.
Christina
The most recent thing that Richard and Tudor Franklin have been able to help us with is pension planning. They know a lot more than we do, and it was evident that it would be sensible to pay more into a pension scheme if the government were offering a top-up, and that’s what we’ve learned from him most recently.
Robert
That’s why we go to him because we don’t know what we’re doing.
Christina
It makes me feel 100% confident that Richard and Tudor Franklin are doing what they can to make the most of our money. End of. Simple as that.
Robert
I see in the future that if it goes the way it has to date, we’ll be very comfortable and happy with the results that we’ve had. I don’t see us massively changing anything unless Richard or Tudor Franklin come up with other options that they think would work better for us.
Christina
The best thing about working with Richard and Tudor Franklin is that all our worries, stresses and concerns about our money are taken away from us. We can rest easy at night knowing that it’s in safe hands.
Robert
The three words I would use for Richard and Tudor Franklin are trust, professionalism and integrity.
Christina
I would recommend Richard and Tudor Franklin. I find Richard very approachable; he gets back to us if we have any particular queries in between our annual reviews. He’s reliable; he’s looked after us, and I think if we can share anything with anybody, it’s the fact that we feel confident and relaxed, and it’s silly not to let him and Tudor Franklin do that for anybody.
Christina
We don’t have millions of pounds, but with what we do have, we are confident it’s working for us. So, I would suggest that anybody who’s thinking, “Might it be worth it? I don’t know.” Explore! We would not have done this, but we are so glad we did. Absolutely 100%, I’d recommend it to anybody.