CLIENT FROM WEST MIDLANDS
“Having become increasingly frustrated with the major clearing banks – inept service, poor advice and a “one size fits all” investment mentality – I decided it was time to change my financial adviser.
Richard was introduced to me, through a friend and existing Aevitas client, some four years ago. Initially I had reservations as it meant moving to a small business which relies heavily on the abilities of its Managing Director, despite him being well qualified and highly experienced. The move was handled very competently by Richard’s team and thus far, the experience has been very positive.
Aevitas is proactive in its approach, diligent, friendly and knowledgeable. I would have no hesitation at all in recommending their services – in fact I already have.”
MG HAZELMERE
“My wife and I have been clients of Richard’s for more than 20 years. We’ve always received good advice and been looked after throughout some very turbulent times. Apart from that he is very likeable and we trust him.”
N HOUGHTON – LEICESTERSHIRE
“I came across Aevitas as administrator of our company pension scheme – Richard and Kate provided a highly professional service in all their presentations and dealings with the employees. I took up their offer of a one-to-one meeting to discuss my affairs. As a result, I consolidated my pensions and now have a pension pot larger than I ever thought possible; I am now able to retire this year and have the opportunity of investing in a second property abroad. I have no hesitation in recommending Aevitas – they have changed my retirement for the better.”
C LEWIS – BEDFORDSHIRE
“Aevitas has always givien me excellent service. They talk through everything in terminology I understand, and ensure I fully comprehend all aspects of my finances before proceeding with any new investments or changes. They have invested my savings well, understanding my aversion to risk. I would absolutely recommended them, whether for small or large investments, their service is impeccable.”
PETER & PAM LLOYD – MONMOUTHSHIRE
“We have been working with Richard and his team for almost 10 years. We have always been very impressed with the quality of the professional financial advice and the information provided. Richard has always ensured that we have been able to invest with confidence and has always taken our individual attitudes to risk and investment opportunity into account. He has always acted in our best interest. We are very happy to recommend Richard and Aevitas.”
L THOMAS – CAERPHILLY
“I have dealt with Richard over the course of some years and could not be happier with the way in which my investments are managed. As well as providing sound investment advice, Richard and his team go the extra mile in providing an all round excellent service – pensions, tax planning, etc. Kate and Helen are mega efficient and my dealings with Aevitas Life have been straightforward and efficiently managed. My investments have seen year on year growth, always above my expectations. I previously used a national bank for investment purposes and can with complete confidence state that all aspects of the Aevitas Life experience is far superior to that provided by the bank.”
SATISFIED CLIENT
“I have been a client of Aevitas (under its current and former names) for well over 15 years. I have always had excellent service and welcome their attention to detail. Even when things went wrong Aevitas did everything in its power to put things right. With the advice I have received from Aevitas I now have a diversified portfolio which has grown steadily over the years. I have recommended them to my friends.”
ANDREW & ANNE MORTON – MONMOUTHSHIRE
“Richard has always given us excellent and honest financial advice. He gives generously of his time and explains things clearly. We know we can trust him.”
GARY & LIZ MALONEY – CARDIFF
“Following an extensive and in depth selection process, we appointed Aevitas as our financial advisors in 2015. Richard combines consummate professionalism with strong market experience, and with a team that provide excellent customer service, we have been able to build a strong relationship with Aevitas over the past few years. We feel that we are in safe hands and confident that we have a working partnership based on trust and great communication.”
A BRISTOW – BUCKINGHAMSHIRE
“Richard and the Aevitas team have provided ongoing invaluable investment management advice to me and my family for over 15 years and are a key part of securing our prosperity now and in the future.”
RICHARD COBOURNE – MONMOUTHSHIRE
“I have always had a mistrust of IFAs and so-called ‘Wealth Advisors’ – and probably rightly so. Many only care about one person – and that is themselves, their fee income and commissions.
Aevitas has changed the game for me. I have been advised and helped by Aevitas since almost their Day One. I trust them (a rarity for me). Their advice has been timely and utterly worthwhile. My assets are growing above expectation, and we seem, through their good balanced counsel, to have avoided most of the pitfalls along the way. They are contactable and respond promptly to even my daftest questions.
Unhesitatingly I recommend Aevitas. I am happy to be contacted should you wish to discuss the services they provide to me.”
CLIENT FROM BERKSHIRE
“Over the past 7 years Richard and the team at Aevitas has given us a very professional and personal service in our financial planning. This has been achieved through regular meetings and reviews of our portfolio, keeping us fully aware of ongoing market and investment changes. Their advice is always tailored to our requirements, appropriate to our lifestyle and future aims. We have especially appreciated their expertise in overcoming some recent challenges and now look forward to a more secure financial future.”
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