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5぀星のうち4の評䟡

Professional and friendly service. Time taken to explain performance of our portfolio and other relevant products.

5぀星のうち5の評䟡

My wife and I recently spoke with our financial adviser over Zoom during the present C19 pandemic. Despite the poor performance of the economy, and also us taking an income from our savings and invest... もっず芋る

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2.3

期埅以䞋

TrustScore 5段階評䟡の2.5

98件のレビュヌ

5぀星
4぀星
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この䌁業のTrustpilot 利甚方法

レビュヌや評䟡の取埗方法、スコアリング、モデレヌションのプロセスに぀いお確認する。

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5぀星のうち5の評䟡

Confidence and convenience

I'd been looking for a financial services provider for some time and in the end picked ICF primarily because of location, the office in Cottingham is a short walk from home.There were a number of things that needed attention including consolidation of bits and pieces of old private pensions and a review of another company pension which was offering the opportunity to take the benefits early. The advice given by ICF was considered and clear and helped me make sense of some complicated pension history and options for the future. The subsequent annual reviews have been handled in a similarly professional way, as have some one-off questions about pensions and other policies. If I needed advice about anything to do with pensions and related matters I won't hesitate to contact ICF in the knowledge that they can be dealt with quickly and efficiently by phone or with a convenient meeting.

2020幎5月18日
自発的なレビュヌ
5぀星のうち5の評䟡

Investment service

Working closely with my advisor has enabled us to develop a trusted financial relationship which is critical if you are going to develop your investment potential. Having that experience guide you through the options, risks and rewards has been extremely valuable to me.

2020幎5月15日
自発的なレビュヌ
5぀星のうち5の評䟡

ICF Financial Services Limited

We have been with ICF Financial Services Limited for over 12 months now and have been delighted with the service and advice that we have been given. The advisers are extremely professional and up to speed with current financial trends and markets. We regularly receive updates tailored to us as individuals and financial achievements are monitored monthly. If any of the investments are not performing as they wish, they will advise and change as necessary, ensuring the best investment portfolio to meet our needs.

2020幎5月13日
自発的なレビュヌ
5぀星のうち5の評䟡

ICF Financial Services Ltd

They are very helpful and extremely knowledgeable in their field, particularly Helen P who was our point of contact. She explained every step of the process and any paperwork which was required from our side. Very straightforward. I would highly recommend them.

2020幎5月13日
自発的なレビュヌ
5぀星のうち5の評䟡

Friendly

Friendly, home visits. Everything is clearly explained and always at the end of the phone should you require advice or assurance.

2020幎5月13日
自発的なレビュヌ
5぀星のうち5の評䟡

My Financial Advisor

My Financial Advisor has been helping me for over 15 years. He was recommended when I was a serving Police Officer by my Federation. The guidance and support I have received over that time has been 2nd to none. He looked after the finances of my late Uncle, travelling to London to meet him and my late Mum also travelling to Oxfordshire to meet her. In both cases he provided advice that enabled both to have a comfortable end to their lives. He now continues to support me. His communication has been superb. I now regard him as a professional and personal friend. In these uncertain times there is one thing I can rely on, other than sound financial advice, a good humoured message from Chris. Something I look forward to!

2020幎5月13日
自発的なレビュヌ
5぀星のうち5の評䟡

The security of trust.

Chris Schofield has been my financial advisor for almost ten years now, formerly when he worked for Asset and now with ICF. I have nothing but praise for Chris and ICF, he has helped look after my pension investments with total professionalism. We have developed a trusting relationship between us and I have the utmost respect for him and his skills as a financial advisor. He is pleased to explain any aspects of my fund investment in layman’s terms to keep me up to speed with investment events.
Thank you Chris and ICF. Long may our good business relationship continue.

2020幎5月13日
自発的なレビュヌ
5぀星のうち5の評䟡

Excellent

Andrew is very knowledgeable, and explains everything patiently and concisely. From the original meeting to explain about consolidating pension pots through to the annual review (or more often if wanted), I have felt as though I am a valued friend not just a client. My reactions are noted, and incorporated in the proposals suggested in an intelligent and thoughtful way, even if my attitude to risk is to shy away - I am reassured that my attitude is considered and used in making proposals.

2020幎5月11日
自発的なレビュヌ
5぀星のうち5の評䟡

ICF deserve the 5 stars given

I have always been impressed with the quality of service given. Friendly, helpful and always good advice on investments etc .
Any concerns are dealt with straight away With follow up calls too.

2020幎5月11日
自発的なレビュヌ
5぀星のうち5の評䟡

ICF Financial and Andrew Walters

ICF Financial and Andrew Walters, one of their advisors, were recommeneded to me by my daughter as I was approaching retirement. I found Andrew very helpful in sorting out my various pots of money and consolidating them into a single pension fund backed up by an ISA. Subsequently he also sorted out a slightly complicated inheritence problem for my wife. I receive regular reports as to how things are going plus an annual home visit to revew things, even though I live the other side of the country from ICF. The service I receive meets all of our needs and is much appreciated.

2020幎5月11日
自発的なレビュヌ
5぀星のうち5の評䟡

Well informed and reliable advice.

My wife and I have been entrusting our most important financial matters to ICF for 5 years now and we are very happy with the way our advisor keeps us informed of the progress of our pensions.
Allways at the end of the phone to talk too if needed + Annual 1 to 1s and regular updates.
Theres also a regular news letter online.
Thankyou ICF.....

2020幎5月11日
自発的なレビュヌ
5぀星のうち5の評䟡

Clear and concise information, highly recommended

Clear and concise information that is perfectly tailored to our needs.There is no hard sell, just simple advice as Andrew helped to explain all of the options that were available.

We've been working with ICF for a few years now, they took all of the hassle out of tracking down old pension funds and making them work for us.

ICF also took care of our life insurance with great pricing and zero effort from us. We have already recommended ICF to a number of friends and colleagues.

2020幎5月11日
自発的なレビュヌ

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