Phil (Stevenson) Further to our recent meeting to discuss my financial affairs just a short note to express my appreciation for your very sound advice. Thank you for the excellent customer service but particularly for your common sense approach and the jargon free discussion as always.
Ark Financial Planning were recommended to me by a fellow solicitor four years ago and I am very glad that I took up that recommendation. I thank you for your clear concise and proactive advice throughout as well as for the courtesy afforded to me by all of the staff at Ark.
Needless to say that I would have no hesitation in recommending Ark Financial Planning to anyone in the future.
Phil Perry, I would like to thank you for the recent work you have done with myself and my co-director in setting up a new pension scheme and the various insurances needed to protect the future of our company.
You really went the extra mile in the time you spent explaining everything in plain English. We now feel much more confident about the future both personally and for our business.
I would have no hesitation in recommending Phil Perry and ARK Financial Planning Ltd to my friends, family and business contacts.
Phil (Perry) A sincere "thank you" for another interesting, informative - and reassuring! - meeting this morning.
Where do I start on thanking you for all your help over the past year.
Firstly for setting up my new life assurance policy, you made it a very simple and painless task that provided me with reassurance that my wife and son would be looked after.
Secondly (with) my pension, your help on this has been priceless and I certainly wouldn't have achieved what I have if it wasnt for your help. You went out of your way on this and i am very grateful.
Anyone seeking financial advice or help would certainly not go wrong by using Phil or the team at ARK Financial Planning; professional, prompt and honest
Thank you so much for all your help, guidance and advice. We look forward to receiving your invoice...the best money we have ever spent. All the very best to you both.
(Phil Stevenson) ...Thank you for all your help and advice in sorting out all my pensions
Phil (Stevenson) I would like to place on record the appreciation felt by both me and my wife in respect of the way you have dealt with this matter.....Little did we know how exasperating it would be, dealing with the transferring Trustees! However, your updates were as informative as the dearth of reasonable answers from them allowed and you dealt with the transfer immediately it was in your power to do so. Thank you for your efforts and I will heartily recommend you to any of my clients and friends in need of your advice.
Phil Stevenson....I write on behalf of my brother and I, to thank you for your help, advice, support and time so expertly and generously given over the past 18 months or so.… I am very grateful for your practical, expert advice and assistance, and I will continue to recommend you at every opportunity.
I have known Phil (Stevenson) and the 'ARK' team for aprox 10 years now, and I trust them implicitly, indeed, without Phil's help I would have been lost after the death of my husband, he sorted out
a retirement plan with my investments, thereby maximizing my income, even when i moved to the other end of the country to live, he was always available to help and advise me. I have to admit to treating the team as 'family' not only
do they care about your investments, they care about you!
I would definitely recommend them for their advice and support.
I was introduced to Phil Stevenson by a good friend of mine who was already a client of Phil's some 13 years ago. I have found Phil to be very understanding and patient in all financial matters and he unravells all the mystery surrounding the legal jargon which makes it easier to understand. He is always on hand when needed and has always had good judgement in where to place investments which are most suitable to our needs for making finances grow. I have therefore no hesitation in recommending Phil Stevenson to anyone I come in contact with in the future who wish advice in investing and prefer to be in reliable and safe hands.
Phil (Stevenson) is very patient in explaining things in simple terms so I fully understood where I was and what the best way forward to get the most from my investments and pensions. Phil is always on hand to help me with my questions about every aspect of my finances. Having dealt with previous IFA's I never really understood what was going on and why I now feel at ease knowing Phil is there for me.
What could your adviser do better?
I wouldn't change anything about Phil's service as everything I require is provided for.
Explains financial 'jargon' in a way that a lay person like me can understand. Makes me feel valued as a client.
Honest advice easy to understand.
Good advice, knew what we were talking about, would deal with him again, good value for the money.
I first became aware of Phil Perry's expertise when I was Personal Finance Editor of the Manchester Evening News in the late 1990s. He became a regular contributor to my finance pages and I was impressed immediately by his skills and abilities in a wide range of specialities. His ability to put things across in everyday language was of great value to me as a journalist trying to communicate with readers who would not, ordinarily, have taken a great interest in Personal Finance. Phil's contributions helped me towards achieving nine "Personal Finance Journalist of the Year" awards over as many years.
As a newly divorced woman on my own after 30 years of marriage I was faced with the onerous task of reinvesting my pension share along with the urgent need to plan for my long term financial security. Phil Stevenson from Ark Financial Planning has helped me every step of the way with patience, good humour and genuine understanding. He undertakes his work with utmost professionalism but always takes the time to explain things in a way that is easy to understand. The service I received from Ark Financial Planning has been excellent and I really have appreciated all the help I have been given. I would certainly recommend them as a company that provides an efficient and effective service but more importantly it is a company that really cares about its clients..
I write to thank you for the superb advice you recently gave to assist Avril and I to for future planning for pensions and protection for our family.
The key factor for me was the clarity of advice after fully understanding our needs. …………..I will continue to recommend you to all my contacts, once again many thanks
I would like to put on record my very great appreciation for the advice you gave me regarding my mother's investments….there is no doubt that your knowledge of the investment business is considerable. You put it to good use on my parent's behalf and no doubt do the same for all your clients. I will have no hesitation in referring other potential clients to you…
The service we received from Phil Perry in sourcing a mortgage for our family home was invaluable. With his access to market information, he found a product that enabled us to retain a rental property without additional cost. He carried out the legwork to complete the mortgage smoothly which was really helpful given our busy working lives. His advice was very thorough and professional throughout and I would not hesitate to recommend his services… Phil has also agreed to assist with our longer term financial planning and I will certainly be following up on that in the near future.
I want to say a big thank you for the way you have handled my life assurance requirements.
From my initial appointment with you, and somewhat sketchy ideas, you formulated a personal plan that suited my needs perfectly.
All details and recommendations were meticulously explained and you made it very simple to understand.
I would have no hesitation whatsoever in recommending you to any of my friends, relations and colleagues for their life and associated insurances etc knowing that everything is done on a strictly confidential basis.
Thank you for making my wife smile when she saw the figures and ps.... I don't sleep too soundly now.
Thank you for your recent communication regarding the press notices about banks' decisions regarding financial advice.
Jim and I would just like to put on record our total satisfaction in all our dealings with you over the past many years and for our complete confidence in the advice you have given us
and look forward to continuing that relationship in the future.
We would like to wish you and all at Ark Independent Financial Advisers our very best wishes for your continued success.
I should like to thank you for your advice given in connection with one of my clients… …your advice helped us to prove our case that the bank had incorrectly advised our client and the expected compensation is likely to exceed £10,000.
Thank you so much for your input and advice.
You explained very clearly what our options were… this has resulted in approximately a 20% uplift in my tax free cash lump sum and annual income. I am delighted with the advice that you gave us and I have already given your name to several of my previous colleagues. You have my sincere and heartfelt thanks.
I have been very impressed in how you and Ashley have progressed the application and dealt with the questions and queries along the way… Thanks again Phil, I would have no hesitation in recommending you or ARK to any of my clients.
...arrived as arranged and talked me through my pensions and explained their differences, he gave me advice which helped me decide what action I should take. With pensions being very complex I appreciated his advice and knowledge on them, thanks again for your help.
I would like to put on record my appreciation and thanks for the assistance you have given me regarding personal pension advice… …pulling out all the stops in dealing with some extremely time critical transactions, to the point of hand delivering urgent documents… …thanks to your exceptional knowledge of the pensions industry, your attention to detail and your willingness to go that extra mile on behalf of your clients, I am now in a far better position than I was 12 months ago… ...I have no hesitation in referring other potential clients to you when the opportunities arise and know that you will serve them equally well.
I asked Phil Perry to have a look at my pensions as I have a number as has my husband.
Phil arranged the meeting to suit me and from the first meeting took away with him enough information to ascertain what we needed to do with the pensions. He also provided a tried and tested way of working out our risk and from these answers worked out the funds that were best suited to us. I will be recommending Phil to my family, friends and colleagues.
Top Qualities: Great Results, Expert, High Integrity.
I would like to express my gratitude to Phil Perry for his fantastic service once again, with regards to my recent enquires for Income protection, Mortgage Protection and Family Protection.
With the new addition to our family it was apparent that we needed to review our policies and make sure that we had adequate cover in place. We went through our requirements and Phil discussed our options. He advised us of the most appropriate schemes for our circumstances and we now have peace of mind that we have sufficient cover in place.
I would have no hesitation in recommending Phil to my family and friends and I would encourage them to get in touch with him for all their financial planning needs.
I asked Phil to review my pension status following his 60 second presentation at a BNI meeting. I didn't realise how complex a subject it is and therefore how easily you can make a mistake. Phil assesses all your present and future requirements, gives you a comprehensive document outlining all his proposals and detailing the best product on the market that suits your circumstances. I would thoroughly recommend speaking to him to make sure that your future is fully provided for.
There can be no doubt that your knowledge of your industry is exceptional and that you put it to good use on behalf of your clients. Your colleagues are always helpful and informative. Thank you once again for your help so far. We will have no hesitation in referring other potential clients to you when the opportunities arise and know that you will serve them equally well.
I would just like to put on record my thanks for helping us with our financial affairs over the last 15 years. We have always found your advice to be simple, straightforward and helpful. I have had no hesitation in recommending your services to family, friends and colleagues and will happily continue to do so as I know you will provide them with the same quality of advice I have enjoyed.
Without your prolonged communication and dedication I’m sure I would still be trying to obtain my savings… I would recommend anyone to use ARK, particularly you Phil (Stevenson), as you have been a gem!
I am putting in writing my grateful thanks for the services ARK have provided in the past 3 months. I can only give my sincere thanks for the manner and professionalism they have given in dealing with this. You have not only given sound impartial advice but made sure nothing could go wrong by being thorough in your dealings with all those involved. I would have no problem recommending the company.
Dear Phil (Stevenson),
Many thanks for coming to my office last week to discuss the outcome of your review and for your care in undertaking the detailed review. I also winced, but was convinced that one of my pet investments was “rubbish”. Tax free but rubbish! I am extremely grateful for this and now know that I can recommend with confidence to anyone.
Thank you for the further fact sheet you recently sent me and also for the time you spent with myself and my neighbours. The information you provided was very informative and I now have an ARK pending file.
Dear Phil (Stevenson),
I am writing to thank you for all the help and assistance you gave during the purchase of our new house. Not only did you guide us through all the various pitfalls but both you and other members of your team made this a very stress free process. Once again I can’t thank you enough.
Phil Stevenson...In my view this merely underlines the experience of our clients to whom you have provided expert financial advice in recent years. Your clarity in explaining complex issues, provision of common sense, cost effective advice and super customer service has been unerringly the same: absolutely first class.