
Sep 11, 2024
Sep 11, 2024
Sep 23, 2024
Sep 23, 2024
Feb 20, 2025
Feb 20, 2025
Apr 30, 2023
Apr 30, 2023
Apr 27, 2023
Apr 27, 2023
Apr 6, 2023
Apr 6, 2023
David has helped me ensure that my Pension fund and other investments will last for the length of my retirement. We have regular review meetings to look at my pension drawdown amount and my outgoings to see if any adjustments are needed. David has also clarified many of the complex pension rules and procedures for me.
The outcome is exactly what I was hoping for, I have been retired for a number of years and I am confident that my pension is invested in the correct way. I can't think of anything that could have been done better.
David has helped me ensure that my Pension fund and other investments will last for the length of my retirement. We have regular review meetings to look at my pension drawdown amount and my outgoings to see if any adjustments are needed. David has also clarified many of the complex pension rules and procedures for me.
The outcome is exactly what I was hoping for, I have been retired for a number of years and I am confident that my pension is invested in the correct way. I can't think of anything that could have been done better.
Apr 23, 2023
Apr 23, 2023
Apr 23, 2023
Apr 23, 2023
Mar 25, 2023
Mar 25, 2023
Mar 29, 2023
Mar 29, 2023
What were the circumstances that caused you to initially look for an adviser? We had a lump sum to invest following the sale of a business
How has Clinton Askew helped you? I had spoken to several potential advisors before being introduced to Clinton via a friend. All the others were only really interested in how much we had to invest and in recommending investments that would provide them with commission. Clinton, however, started by getting to know us, what mattered to us, what we hoped to achieve and over what time scale. Only after this did Clinton start to offer advice on how we should invest to achieve our goals.
Have you seen the outcome you were hoping for? We have been amazed at the returns on investment, despite the inevitable ups and downs of the financial markets. I particularly like Citywide's strategy of focusing on steady growth and not chasing the market.
What could they have done better? Nothing - I have been please with every aspect of their service.
What were the circumstances that caused you to initially look for an adviser? We had a lump sum to invest following the sale of a business
How has Clinton Askew helped you? I had spoken to several potential advisors before being introduced to Clinton via a friend. All the others were only really interested in how much we had to invest and in recommending investments that would provide them with commission. Clinton, however, started by getting to know us, what mattered to us, what we hoped to achieve and over what time scale. Only after this did Clinton start to offer advice on how we should invest to achieve our goals.
Have you seen the outcome you were hoping for? We have been amazed at the returns on investment, despite the inevitable ups and downs of the financial markets. I particularly like Citywide's strategy of focusing on steady growth and not chasing the market.
What could they have done better? Nothing - I have been please with every aspect of their service.
Apr 29, 2023
Apr 29, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Apr 22, 2023
Being young, self-employed, with a young family, and with no desire to join a traditional company with a pension scheme, I thought it sensible to get professional financial advice. That was some 30+ years ago.
Clinton has taken us on a successful financial path I am sure we would not have followed ourselves.
Being young, self-employed, with a young family, and with no desire to join a traditional company with a pension scheme, I thought it sensible to get professional financial advice. That was some 30+ years ago.
Clinton has taken us on a successful financial path I am sure we would not have followed ourselves.
Apr 23, 2023
Apr 23, 2023
May 12, 2023
May 12, 2023
Apr 14, 2023
Apr 14, 2023
Mar 30, 2023
Mar 30, 2023
Mar 28, 2023
Mar 28, 2023
Clinton Askew has helped me in innumerable ways. Alongside his professional expertise, he has also been an ongoing personal advisor in managing my investment, explaining the financial terms and mechanisms all of which were new to me. Furthermore, he presents financial matters in their wider context - as illustrated in the regular newsletters he sends regarding ever-changing general financial issues.
The outcome has exceeded my expectations on every level - from financial investment returns to a very reassuring and personalised relationship with Clinton Askew and his Team.
Clinton Askew has helped me in innumerable ways. Alongside his professional expertise, he has also been an ongoing personal advisor in managing my investment, explaining the financial terms and mechanisms all of which were new to me. Furthermore, he presents financial matters in their wider context - as illustrated in the regular newsletters he sends regarding ever-changing general financial issues.
The outcome has exceeded my expectations on every level - from financial investment returns to a very reassuring and personalised relationship with Clinton Askew and his Team.
Mar 25, 2023
Mar 25, 2023
Mar 27, 2023
Mar 27, 2023
Clarity, common-sense and commitment to our financial success are the hallmarks of David's approach and delivery. After carefully exploring our needs, wishes and ambitions he made recommendations, underpinned with sound evidence and objectivity, and took endless trouble to explain any pros and cons of changes proposed.
The prudence and proper conservatism of the CityWide approach to pension fund investment has proved to be an excellent strategy and has delivered both a realistic level of long-term appreciation and robust defence in turbulent times.
Clarity, common-sense and commitment to our financial success are the hallmarks of David's approach and delivery. After carefully exploring our needs, wishes and ambitions he made recommendations, underpinned with sound evidence and objectivity, and took endless trouble to explain any pros and cons of changes proposed.
The prudence and proper conservatism of the CityWide approach to pension fund investment has proved to be an excellent strategy and has delivered both a realistic level of long-term appreciation and robust defence in turbulent times.
Mar 25, 2023
Mar 25, 2023
Mar 25, 2023
Mar 25, 2023
