I have had the the pleasure over the past 10 years of knowing and being guided carefully and professionally through the various vagrancies of the financial world with all its peaks and troughs by Steven Banks,my personal Financial Advisor at IFA Wealth Management, with Consultant Simon Langdon’s able assistance.
I sold my very successful businesses 11 years ago and Steven was recommended to me by my accountant as being an honest, astute man who listened carefully to his clients’ needs and aspirations, advised wisely and would ensure my hard earned investments grew.
I have not been disappointed. I find Steven’s personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable. Family Trusts and investments, the financial markets, pensions, financial risk assessments, tax implications, growing my personal financial portfolio …I could go on..have been explained thoroughly and developed shrewdly , as inevitably one’s life circumstances alter over the years.
I am fortunate to be in the enviable position of enjoying the financial gains from my investments with the knowledge that Steven’s hard work, genuine care for his clients and perceptive management focus will keep my portfolio growing and as secure as possible no matter what the financial markets hold in the future.