Testimonials
I would like to say thank you to Craig Palfrey and his staff for always giving good and prompt service. They also gave excellent advice; the back up service is also very good.
David Reeves Poole
I would like to thank Craig for his excellent financial advice. He explains things clearly, and his calm, quiet manner inspires confidence, which is truly justified by the results of following that advice.
Dorothy Humphry Ferndown
For the past four years, since our retirement, Craig has provided sound, yet friendly professional advice on a variety of matters. We genuinely trust and appreciate his professional expertise. Craig is supported by a very welcoming and efficient team who, in our experience, offer a first class service on all aspects of financial planning.
Clive and Eunice Jones Rhoose
We initially contacted Craig Palfrey in 2004 for some Inheritance Tax planning advice. Several years on and Craig has now successfully dealt with setting up both our pensions as well as putting us straight on a previous poor performing Investment portfolio.
Craig comes over as an extremely genuine person, he is very confident in his field of expertise and one never feels under pressure to implement any options/solutions he provides.
To summarise: for my overly cautious husband (in the financial arena) to tell me that “I wish you’d found Craig years ago” is indeed a great compliment to Craig and reflects the huge trust we have placed in him.
Fran and Chris Humphries Marlborough
"I first met Craig in Feb 2004 when he came to sort out my financial problems. Caught up in the 'With Profits' quagmire, I was getting little or no return on my investments, I was also facing swingeing exit penalties. Being a very cautious investor I was apprehensive in taking Craig's advice, but he was very positive, knowledgeable and confident. All proposals were laid out in easy to understand terms, and there was absolutely no pressure selling involved. I decided to take Craig's investment recommendations and the exit penalties blow was softened by him being able to secure favourable allocation rates. Within the first year my new investments had recovered all losses and were forging into positive territory again. I personally have all confidence in Craig and his team and would not wish to deal with anyone else.”
Dave Higgins Bath
"We have known Craig Palfrey for 2 years, and in that time we cannot fault his financial advice. Nothing is too much trouble for him, he is polite and courteous and explains everything in detail so you can understand it quite easily. Only wish we knew him sooner."
Clive and Ann Walker Pontypool
“I am a chartered engineer and a few years ago I decided to take semi-retirement when I had approx 2 ½ years to normal full time retirement. Therefore my financial and estate affairs including investments and my money purchase retirement scheme, needed fundamental reviewing and planning for my eventual retirement. I took some two to three months time and care to choose my IFA including talking to referees who had used the services of an IFA in recent years. I eventually chose Craig Palfrey. Craig has been advising me now for approx 2 years and I have just had my second year annual review of my investments. I conclude that the advice I have received to tidy up my estate and continue investing to the maximum effect in accordance with the acceptable risks to me has been sound and effective.”
Del Rees Pontyclun
“We are writing to say how very satisfied we are with the service and attention we have received from you regarding our financial affairs. Nothing has been too much trouble and you have put our minds at rest should we have had any doubts about dealing with your company. In view of the above we have no hesitation in recommending you and your company to other friends and associates.”
Mr and Mrs Allen Pontypridd
“My grateful thanks to you for yet again coming to the rescue of my peace of mind and talking to me regarding ‘equity release’. Hopefully I will not have to bother you too much in the future, nevertheless I will always be more than pleased to see you if you are in this area and can spare a moment for a cuppa! Alternatively, if it was lunch time I would esteem it a great favour if you were able to join me for a lunch at the local hostelry! Of course, that would be if you don’t mind being seen in the company of an old lady! I do hope your family are well, and once again my thanks.”
Doreen Treasure Bristol
“I have been with Craig Palfrey around two years and in that time the financial advice that he has given me has seen my investments grow at a most satisfactory rate. He keeps in touch with me and, more importantly, he keeps an eye on how the investments he has recommended are doing and reports back to me.”
Brian Lee Cardiff
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