First Service Financial Ltd

I have been with First Service Financial for four years and have always been very pleased with the service I’ve received. My FA Joshua Wilcox has been extremely helpful and always takes the time to explain things. I can highly recommend.

Martin has been incredibly helpful in navigating our options and preparing for retirement by streamlining pensions and giving us sound advice. Very professional service offered with a warm and engaging manner. Recommended to us by a friend who had equally praised his service and expertise.

We placed reliance on Barnaby at First Service Financial when my retirement was approaching and we wanted independent and trustworthy advice on how to manage our finances for future years. As a result of initial detailed assessments, we are now in a good place, with several pieces of the advice being in completely new areas for us. Now, a year on, and we are about to have our annual review to check that everything has remained on track and identify whether anything needs to change. Thank you Barnaby and First Service Financial for helping us to navigate confidently through a very complex landscape.

I highly recommend First Service Financial Ltd. They have provided me with great advice and guidance for pension planning. As a result I should hopefully be able to retire earlier than I expected. My advisor Tom is very financially astute and has provided an exemplary professional service throughout.

I was in need of financial advice for many reasons so searched online. I was contacted by Sue who listened to our needs, explained things in a way that was easy to understand, and sorted things out quickly and with far less stress than any other financial advisor has done for us before. She’s easy to talk to and very helpful and friendly. I highly recommend this company, and in particular Sue.