Testimonials

“I met Ian in 2011 when I was working in Essex and asked him to advise me about my private pension. I believe that the help and advice I’ve received from Ian has enabled me to retire much earlier. I like Ian’s straightforward and realistic approach to financial matters.”
Mark Lyon

“I was introduced to Ian via a family member as I needed some financial advice on several matters. Ian has always provided a very professional and helpful service which has been easy for me to understand. I wouldn’t hesitate to recommend Ian if you need any financial advice.”
Viv Ratcliffe

“Finding someone to trust with your current and future finance life planning is a tricky task. Ian come through recommendation of my company accountant who I have trusted for the last 20 years. Ian’s approach to finance guidance is, whilst comprehensive, delivered in a straight forward manner. Ian is always in touch with the markets and helps to maximise safe returns even when there is instability.”
Kevin James

“Financial planning is a maze and the average person can swiftly get lost.  Ian helped me to plan and invest to make the most of my money.  He explains everything clearly and gives regular financial updates in a friendly informal way (backed up by printouts). He has made a huge difference to my retirement fund – I wish I had known about him earlier!”
Mary Bright Deputy Head Teacher Shoeburyness High School (Retired).

“Ian Holdsworth has been working with us on our personal finances for 4 years now.  In this time his approach has been very professional, helping us to rationalise our finances and plan for the future.  He keeps regular contact to ensure our arrangements are up to date, and makes sound suggestions as to how to invest and plan for our retirement.  We are glad to have worked with Ian, as he has given us confidence and advice to make the necessary arrangements.  We would thoroughly endorse his services.”
Huw Williams, Acting Deputy Head Teacher, Shoeburyness High School.
Jackie Williams, Duputy Head Teacher, Belfairs High School

“Just a quick note to say thank you for all the hard work you have done on my finances over the last two years. Before you, I had a couple of financial advisers who seemed to only want to sell new products and were not so interested in the long term.

You took the time to find out what my long term goals were and the risks I was prepared to take with my investments. With the recommended changes you have made so far, my portfolio has faired well in these volatile times.”
Bob Ambler, Partner, Able Group Limited

“Financial planning for the future is often a maze of uncertainty for all but the professionals. Approaching retirement means that it suddenly and starkly assumes even greater importance and meaning. Ian has been on hand over these past two years to sort out the many schemes and accounts that I had invested in, and had lost track of, to simplify the whole process and to be readily available whenever he has been needed. I would not hesitate to recommend his advice and friendship to anyone in a similar position.”
Martin Wilcox (recently retired), Asst. Head Teacher, Thiftwood School

“I have known Ian professionally for a number of years.  He is incredibly thorough and insightful in knowing the kind of advice you are looking for.  None of us have time to waste and working with Ian on your finances is time well spent.”
Gary Smith, Head Teacher, Market Field School