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Testimonials

"Equity release was one of the best financial decisions we have made. Thank you so much"
Mr & Mrs B, Saltash, Cornwall
"Thanks for all your help and advice which you gave to Mum. You made a hard decision into a seamless and hassle free process."
Mrs M, Cornwall
"..I am very grateful to both Liz and Tim for all the help and patience you have shown me..."
Mr B, West Sussex
"Probate at last! Many thanks for your patience, how fortunate I was to have found such a good company to deal with"
Miss G, Cornwall
“It has been necessary to talk through the service a couple of times and Tim has been very patient and thorough when I have raised questions”
Mr and Mrs M, Alresford
"A situation which was totally alien to us was handled efficiently and clearly. It left one relaxed and confident as to the future."
Mr C-W, Dorset
" would like to thank you and your organisation for some excellent advice and I am so glad I fell upon your website that day. I have passed on your information to others in the hope that they too will find some comfort knowing that there is an organisation like yours to guide people through the maze."
Mrs M, Shrewsbury
"My money matters are run for me by The Wealth Care Partnership very efficiently, and I discuss all problems with them and I am never let down."
Mrs B, Dorset
"I just wanted to reiterate how thrilled we are to obtain on-going nursing care funding for my 92 year old mother, M G – due in no small part, to your help and advice as to the course of action to take on her behalf. As yours was the only kind and informative help we received during the past 9 weeks, I feel I have to put pen to paper to say how grateful we are for your assistance and encouragement with the task in hand. You obviously relish helping people who are unable to help themselves and are very good at doing so! Once again, “Thank-you” and all our very best wishes."
Mrs P, Essex
"The relief is enormous now I have taken the policy out, I have no more fear...I know that fees will be met for the rest of my father's life. Thank you again for your advice."
Mrs M, Oxon
"..clear explanations... advice always available on a personal level..."
Mr B, New Forest
"...sound financial advice...I have found a reliable and sincere friend..."
Mrs B, Lyndhurst
"...the service provided has been excellent..."
NJ & PK, Fareham
"Tim Anstee provides an excellent all round service...a caring and knowledgeable approach...good insight into our problems..."
Mr & Mrs J
"...the relationship has helped me to create wealth from relatively modest beginnings...knowledgeable and friendly...sound financial advice to suit my circumstances..."
Mr S, Lymington
"We have found your help and advice so valuable...the advice is so good and I hope and trust the relationship with Karen Rayner may continue indefinitely...I certainly would have no hesitation in recommending her to anyone else..."
Mr D, Ferndown
"Tim Anstee and his team have been superb...professionalism, efficiency and great sensitivity...sympathetic, personal and efficient approach...thank you so much... SK"
SK
"We value your advice and have found you most helpful and patient...we appreciate your honesty and trust that your judgement is in our interests...we also look upon you as a friend..."
Mr & Mrs G, Milford-on-Sea
"An all round financial planning service which removes the stress and hassle..."
Mr F, Bere Regis
"Our financial affairs are now in a more ordered state and given me peace of mind..."
Mrs D, Alderholt
"Tim has provided a transparent set of recommendations...just keep doing what you're doing..."
Mr M, Alresford
"..reassuring... personal attention... with the minimum worry for us... the service is very professional, well informed and given with sensitivity... it is the personal contact that is reassuring when dealing with complex arrangements..."
SK, Winchester ""
"The real benefit has been the feeling and knowledge that our finances are in the hands of someone we trust... this feeling of comfort is priceless...you are interested in us as people, and not just our money...I have already recommended you and would continue to do so without hesitation..."
Mr B, Woking
"The first time I have come across a real 'professional' in the field of personal financial advice..."
Mr C, Lymington
A big relief to know everything is in competent hands and that we don’t have to worry about what the future will hold
Les Slatem October 2014
“I have always received an excellent service from Karen. She has been so patient and understanding with me over the years, on both a personal and a financial level, and in that order, I don’t know what would have happened without her and the patient staff. I fully trust her and value her support and friendship”.
Mrs GB, Cornwall 2014
"Simon was available to meet with me at my convenience. He was very patient and understanding."
Mrs B, Devon
"It is the best £140,000 I have ever spent. I do not have to worry now in case she lives to 110 because we are quids in and do not have to dip into capital."
Mr I.W. Wimborne
"I really appreciate your advice, support, help and friendship".
Dr B, Cornwall
A friendly and informative approach which has come about after many years of association.
Ms B, Devon
J did feel that the meeting went really well and she sounded entirely happy when I spoke to her. She kept emphasising how patient and kind you had been in taking so long to explain it all to her. She is very grateful - as am I.
Ms F, Oxford