What the clients say
“It is a leap of faith to take control of and responsibility for 17 years of accrued pension funds, but taking control is necessary in uncertain times. Kevin proved to be a trustworthy and patient guide and a good listener in the process, building my confidence in the decisions I took in reinvesting those funds. There is a strong sense of partnership between Kevin and his clients; you do not feel pressured by his advice, but persuaded by his logic. With hindsight, I have found taking control of my pension funds liberating and am very grateful for Kevin’s help in the process of liberation.”
“Ever since we engaged Kevin as our financial advisor just over 5 years ago we have been deeply impressed by the work he has done on our behalf.He is intelligent, experienced and extremely knowledgeable about the complex workings of the financial world, and his advice has had a transformational effect on our own financial situation.He possesses exceptional interpersonal skills, absolute integrity and is a good listener. As a consequence he understood our attitude to risk and directed our investments accordingly.There was no ‘hard sell’ at any stage as Kevin provided us with clear and balanced information prior to finalising decisions. Further, he has always been available whenever we have needed his advice. As a result we have the utmost confidence in his advice and judgment and would recommend Kevin to others without reservation.”
“After answering a letter sent to us regarding investing our pensions, we can honestly say how pleased we have been with the services and the return on our investments. Fabulous customer service and any questions we have Kevin is there to answer and guide us. So much so I’ve personally recommended the service to friends who are now clients. In today’s Society it’s great to feel like not just a customers but a friend instead of just a number. Thank you KEVIN!”
“Kevin provided me with valuable help on my pension options. He explained things simply and I felt relaxed with what he offered and proposed, there was no pressure. He later helped me again, when my financial circumstances changed and at all time acted quickly and efficiently. He is easy to get on with and accessible. He has excellent knowledge of his market and explains details simply. I would recommend him to friends and family without hesitation if they needed his services.”
“Kevin was always helpful and responsive. His advice significantly improved both the tax efficiently and returns on our investments. We, like everyone, felt nervous about handing so much responsibility to our adviser. However within a very short space of time Kevin gave us the confidence to proceed and we have never regretted this decision. Kevin is always available if we need him and we both would recommend him to anyone who is looking for sound and sensible financial guidance.”
“I can’t thank Kevin enough for his help! Having worked for various organization over the past 20 years both in the UK and in Europe I found myself in a muddled financial situation and a feeling that retirement was getting to close for comfort. I met Kevin 2 years ago where he took me clearly through the options available. Since then I have the reassuring feeling that I am now in control of my family’s financial future. I would happily recommend his services to anyone.”
“It is almost a year since I met Kevin. Before I met him I had not put any thought in to my pension back in London. I was happy to let it churn as it had for the last 13 years. And why not? Like most people I found it easy to leave it where it was. This was until I met with Kevin Curtis who shed his knowledge of several alternatives that would be better suited to my circumstance and with his expertise in finance he guided me towards a more suitable program. I was a ‘Doubting Thomas’ initially due to my lack of knowledge and experience in the subject matter but Kevin soon put my mind at rest and it was clear that his proposals were sound, safe and appropriate. During this period of our meetings I found Kevin to be patient, thoughtful and a good listener. He understood my pain. I found him to be well verse with the product and brand he is marketing. Mostly, beside the product content, for me it was refreshing to deal with someone who is honest and sincere. My ‘intensive’ research proved that the product was a genuine and a worthy venture for myself and for my children. This knowledge I would not have benefited from if I have not met Kevin. I am glad that Kevin is my financial adviser. I am confident my venture will blossom the next 13 years and beyond.”
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