We are very proud that many of our new clients are referred to us by existing clients or through our professional connections. We thought that it would be important to share some of the positive feedback we have received with you.
If you would like to speak to one of our clients before deciding to appoint Sequence as your professional financial planner, please let us know and we will arrange this for you.
What some of our clients have had to say:
Our Sequence advisor is an excellent IFA who has engendered a very good relationship with us over the last 3 years we have been using Sequence Financial Management. Having provided pension financial planning and subsequently administered the establishment of our SIPPs and the supporting Discretionary Portfolio Management, they have both our full trust and confidence. Our Sequence advisor takes time to understand clients' requirements and objectives and their expertise and experience shows through in the options presented back to us. Together with their flexibility, responsiveness and 'can-do' attitude, we have everything that we expect from an IFA in Sequence.
Our Sequence advisor has been our independent financial advisor for nearly 20 years and I have found them to be honest and completely trustworthy. They are also a very good listener which is more than I can say for other financial advisers I have met during that time. I have never felt the need to move our finance matters elsewhere and I would have no hesitation in recommending them to any private or corporate clients.
The service which has been afforded to me by our Sequence advisor and administrative staff at Sequence Financial Management has been absolutely second to none. I consider myself to be most fortunate that, when I leased an office in Cheadle, Sequence were also tenants. My own personal situation required me to seek independent financial advice and I decided to approach Sequence for their service. I had only my impression of their personable attributes by which to justify my decision to put my trust in them. However, I am pleased to attest to Sequence's equally impressive knowledge of matters financial and I rely upon their advice completely. On both levels of their financial advice and personable approach, I fully attest to Sequence's absolute integrity and enviable knowledge of their financial speciality.
Our Sequence advisor has acted as our Financial Advisor for around 18 months now, and both of us are highly impressed by their depth of knowledge of all aspects of the Financial Services industry. In our regular meetings with our Sequence advisor they have always been charming and responsive to any of our issues. The investment advice they have given us has been shown to be both prudent and sound and we are delighted by the results achieved by Sequence in the remodelling of our portfolio.
I felt very comfortable reviewing and discussing my very personal circumstances with Sequence. The planning process has provided me with every confidence in you and your organisation. I will recommend you whenever I can when friends start to ask me how I've been able to retire at such a young age!!
I spent some time in deciding on my Pension Advisor and found Sequence to be the most proactive and knowledgeable of all. They are always looking at options, present ideas, explain them clearly and carry them out precisely. They are more than Pension Advisors, taking interest and making recommendations on Tax and general Investment planning. I have no hesitation in recommending them.
Sequence Financial Management have always been professional and honest in their dealing with me. I feel completely comfortable in the knowledge that Sequence are looking after my investments. I trust them implicitly.
Our Sequence advisor has taken over my pension and investment portfolio and during a relatively short period the funds have increased substantially in value. I always recommend Sequence Financial Services to my clients when they need any advice on pensions and investments.
Sequence have always provided me with sound financial advice since first using their services in 2007.
Our Sequence advisor has always been extremely professional and knowledgeable when I have dealt with them and I am more than happy to recommend Sequence. It was clear when dealing with our Sequence advisor that they take a long term view of their clients and I was impressed with the consultative process we went through to tailor a package that addressed my short, medium and long term requirements.
We engaged Sequence FM to undertake a review of all our business protection strategies. From the outset, we were impressed with our Sequence advisor's deep sector expertise and commercially innovative approach. Our Sequence advisor presented us with a detailed market review before implementing the recommended solution, including overseeing the preparation of complex Trust and Cross-Option Agreements
Our Sequence advisor provided financial advice to me and was able to offer a number of detailed solutions – they personalised and explained them in a manner than was not confusing. Their friendly approach mixes well with their thorough business knowledge. I highly recommend their expertise.