Words from the 
se
Your peace of mind is at the forefront of ours
Sam Brooks helped us through the worst time imaginable My wife and I took out a pension policy with Sam, and during our conversation – we discussed our current Life and Critical Illness insurance cover. We had life cover for our mortgage but no Critical Illness cover as it was not something we’d thought about as we are both in our 30’s.
Sam discussed our options and we arrived at a level of cover which was both affordable and gave us the peace of mind we needed.
Everything was arranged and the cover came into force, and within 3 months we were in the unfortunate situation of needing to make a claim due to my wife being diagnosed with Cancer.
With 3 young children and being self employed – our world was turned upside down. Sam helped us with the paperwork, and the insurance policy paid out enabling us to take the pressure off financially over the forthcoming years and allow us to concentrate on her getting better.
Fast forward to today and we don’t know what we would have done without his advice, and we are always happy to recommend Sam and W1 to friends and family wanting honest and personal advice.
– Simon Drake
I have worked for almost 40 years in the automotive industry and during that time built up considerable UK pension benefits. After discussing my options of Flexible Access Drawdown with Joshua Williams, I was impressed enough to look at my pension in further detail. I spoke with five other companies in order to make a detailed comparison and found W1 to be the most price competitive and offering the best solution. All of the work was undertaken in a swift, professional manner and I could reach Holly Castle at any time with any questions I had. I have always been very untrusting when it comes to the financial industry, but W1 have impressed me immensely and have proven to be honest and upfront at all times.
In the 6 months that I have had my pension invested, It has been managed by James Von Simson at Evelyn Partners and I am very happy to recommend W1 and Evelyn Partners to those looking at the options available.
– Dennis Higgins
Thomas (Tom) Evans is a consummate professional. He has spent the last year advising me diligently on my initial financial investment – demonstrating his extensive experience and tremendous patience. Tom guided me through the various options and explained the benefits and possible risks associated with investing. I always feel that he has my best interests in mind – and I have great trust in his judgment. I would unreservedly recommend Tom to anyone who is looking for a skilled and informed financial advisor.
– SJ Cozens
I transferred my defined pension using Tim Kershaw and the process was seamless. Tim kept me updated throughout with regular calls, emails and messages. Once transferred the communication was still timely and relevant. And the added bonus is the growth in the fund. Highly recommend Tim.
– Tracey Anderson
MILADA FITZGERALD – CLEAR, SOUND & COMPREHENSABLE advice which has delivered solid results.
I have been living in France for the last 25 years & have no plans to go back to the UK. I made the decision back in 2015 to use QROPS to move my private UK pensions into the Euro-zone to mitigate risk & ensure that my wife & children would be financially okay should anything happen (God forbid) to myself. After six years of investment in a ‘growth market’, with another company my investments hadn’t gone anywhere, just covering the initial investment costs & with retirement approaching I decided it was time to switch Financial Advisors.
After a complete financial review & weighing up all my options, we put together a simple but effective plan for my short – & long-term future. The advice given to me by Milada was rock solid generating double digit growth in the first year. I am very impressed with W1 Investments Group & especially Milada who is always available to help with any issues I might have & who has given me great advice. I have no hesitation in recommending Milada to anyone seeking independent financial advice.
– Graeme
I have no hesitation in recommending Carl Turner as a financial advisor. I’ve been working with him for several years now. He helped me to transfer my UK pension fund to a self invested personal pension (SIPP) and has been advising me on its performance ever since. We keep in regular contact and he ensures that I am adequately informed. I’m very happy with the advice and service he provides.
– David Sutton
I met Keagan in Doha and after the first meeting had no hesitation in trusting him with my financial investments. Being a little older he explained fully where I could expect to be in my golden years, with various investment strategies. I would have no hesitation of recommending Keagan as a true and trusted professional in his field.
– James Harron
I hadn’t checked my UK pension benefits since I left England and didn’t even know if the balance there was much. Jason Nash discussed with me how the UK pension system works and how benefits index and compound. He highlighted the importance of checking it and getting up to date information now. He ended up finding a pension of mine significantly larger than I expected and summarised my options available and what that meant for me which was extremely helpful.
– Gareth
