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Testimonial

Clients Comments:
 

“Sonia took over managing my finances back in 2007 and restructured my savings, pensions and life assurance. She doggedly insisted I took out critical illness cover and for that I owe her everything! When I became ill, the plan paid out very quickly and it aided my amazing recovery so that money was not a worry.  Thank you Sonia, I am forever in your debt.” 
Alan Gore - IT Manager, Huntswood CTC Limited
 
"Helen and the team have looked after my finances since 1987. At that time I had extensive savings and investments from my years working in the oil industry, but it was all very disorganised. They have reorganised and restructured my assets as well as seeing me through the ups and downs of the world economy. Now that I have retired I am able to draw a tax efficient income from my investments. Many thanks to Essential Financial for their professional and friendly service."
Peter Wallbank, Ex Petroleum Engineer


“I send my warmest congratulations to Helen on completing 30 years in the business: I suspect I was one of her earlier clients and am very grateful for a friendly and positive relationship, which I hope will continue."
Henry Poole, Client since 1980

"Helen has guided me through financial highs and lows for over 20 years with great professional skill and profound consideration for my changing circumstances, from the early days with a young family through to the threshold of my retirement. Throughout, risk has been addressed and covered and the advice has been clear, prompt and friendly but firm, backed by prompt action and support from her able team. There can be few in the field to match her and, I fancy, none to surpass."
Mr R Matthews, Consultant Plastic Surgeon, Warwickshire

"Thank you Helen for all you have done for my wife and me over so many years. Your careful attention to detail and patience in dealing with our financial affairs has been so greatly appreciated. We hate to think where we might have been without your most valuable assistance. We are forever grateful."
Mr L Page, Retired, Fetcham, Surrey

"Helen does a wonderful job for her clients - I would highly recommend working with her."
Lord Leitch of Oakley

"Without you, I wouldn't have been able to retire early"
Don Parker, Retired Bridge Erection Supervisor

"My finances have been transformed from disorganised and random to structured and profitable through Essential Financial's cajoling and encouragement whilst I have still been able to retain my personal approach to the overall risk level and content."
Colin Jackson, Retired, Maidenhead, Berkshire