Clive, just a big thank you from both of us. Your advice and balanced direction has and continues to make the best from he opportunities available. Our position now, compared to where we started from in 2015, has been nothing short of phenomenal even with the general trends in the markets. Very happy customers and friends. Please call in if you ever happen to be coming through Devon.
Barry and Pippa Tarr
My Adviser continues to understand what sort of person I am, what my aims are, what I am comfortable with all of which engenders confidence and trust.
In my opinion I am looked after extremely well and in a way that is unique to my needs. I have every faith in my adviser.
Paul, just wanted to say thank you for your time earlier. I am really pleased to have found an IFA on my wavelength.
We found Deans advice to be highly professional and would not hesitate to recommend your company
I can’t think of any way it can be improved, the whole procedure ran like clockwork.
This is my first experience of using financial services and I am perfectly satisfied with how it has started. I was impressed with the level of security and the questions asked about my financial affairs, all of which demonstrated care and attention and not just taking things for granted.
The service so far has been excellent. I was very grateful to have everything (pension) sorted for me. Paul Bamsey was very pleasant and very reassuring that my pension would be in good hands.
Always a true professional. Is also my husbands adviser. A pleasure dealing with Clive
I am very impressed with the manner in which my investment has been carried out. Whilst people assume a companies products are the core, often it is the people representing them and promoting the products/services. In my case Dean Tiller made the lengthy process seamless, answering all questions and expanding on areas which required further clarification and discussion. Good people, good service and good product. I have and will continue to recommend Deep Blue and Dean to my family and friends.
We would like to thank Paul Bamsey for his help, advice and patience during the last year. It was not an easy time for any of us, but thanks to him kind consideration we got through it! Thank you Paul.
Valarie & Tony Adlan
I have been very pleased with your service Andy Peters & staff have been very helpful in all aspects, and I would not hesitate to recommend your company.
We retired in 1995 and until then we had always looked after the family investments but as we had accumulated a reasonable nest egg and as investment and tax implications were becoming more complex we decided that it was time to seek professional advice.
This we did through a large company who appointed Andy Peters as our investment adviser. He reviewed our retirement needs and gave us a comprehensive report on how they could be achieved. By the time Andy had formed Deep Blue Financial Ltd in 1999 his advice had helped us to see our investments grow for 4 years so we decided to retain his services and moved our investment portfolio to Deep Blue Financial. This is a decision we do not regret as Andy has an in-depth knowledge of all sectors of the investment markets and with new and complex government legislation he has continued to give us sound advice which has resulted in a balanced and progressive portfolio.
Andy visits us once a year to review our investments but if we need advice or clarification during the year Deep Blue Financials staff are always on hand to give a prompt and courteous reply to any enquiry we may have.
Ken and Gloria Weaver
It is always pleasing when I can give praise and compliments. Clive conducted our meeting with great competence, efficiency and knowledge – all in all a great advert and credit to the company.
Thanks very much to Clive and his team. They have as always been extremely helpful and understanding.
I was prompted to seek a Financial Adviser as I wanted advice on building a pension in a secure environment, I heard about Deep Blue Financial through a friend and my aim when contacting them was to build a secure financial future.
After my initial meeting with Clive 10 years ago where we discussed my financial situation, I left feeling like a person who had been listened to. He came up with ideas and a plan that showed there was good potential to improve my pension and work towards my retirement goal. I felt comfortable with his approach and felt that he was genuine and passionate about the services he offered.
I believe 100% that Deep Blue have helped me to achieve my objectives and goals. I recently had a review of my retirement plan and was very pleased with the current position. I could not have achieved this myself. Clive has always made time for me, explained options in good detail and left the decision making to me.
I’ve been asked if there’s any way Deep Blue can improve but for me no, everyone, especially Katrina the office manager, over the years has provided excellent support and service. I like the environment, the staff are friendly and welcoming and my meetings are always held in a comfortable office.
I feel working with Deep Blue has been successful mainly because I feel like I was treated with respect and as an individual. Nothing has been too much trouble to explain and review (sometimes twice!). My portfolio has grown beyond what I could have imagined from our first discussion. I am on target to achieving a good retirement package. I am extremely happy and feel fortunate to have found a company who has really helped me. I have recommended and will continue to recommend their services.
Always a nice welcome by staff on arrival & always made to feel my queries are important even though amount in question may be small! Thank you.
Feel very confident dealing with Deep Blue – Clive has explained everything in great detail and so that I could understand the process! Excellent!
Thank you for coming to see me this morning. I found it to be a very useful meeting, very friendly and informative. I feel you have come to understand both me as a person and also my situation.
I very much appreciate the patient and kind way you have treated me, so different to my previous adviser. I really didn’t understand what I was getting in to and am now so very pleased you have rescued me.
I have confidence that you will do the best you can for my investment and look forward to continuing with you as my adviser. Thank you once again.