Giovanni Berloni

19 September 2011September 19, 2011PWS

Jamil has managed my financial affairs and savings policies since 2008. He has given me sound advice and provided me with fantastic ongoing service.

I recommend Jamil for any financial requirements in all areas of Wealth management.

Giovanni Berloni

SEO, AL-PER Solutions

Feedback from happy clients

Senior Private Client Adviser Peter Wells

"It is my pleasure to recommend one of the most amiable and professional gentlemen I have ever met. Peter has and continues to provide me with an outstanding service, guiding me through the complexities of private pensions whilst ensuring total security, compliance and transparency. I have been fortunate to find an advisor who can deftly tread the path of an ever-changing regulatory environment without losing sight of the needs of his clients and who understands, lives and breathes service. Peter under-promises and over-achieves and he understands the need to demonstrate and earn clients’ trust. If you live in Australia and have UK pensions you cannot do yourself or your family a better service than speaking to Peter."

Jonathan Shack

Senior Private Client Adviser Peter Wells

"Peter has been professional and articulate since the day Iapproached his firm. Knowledgeable and to the point,he gave merelevant advice and has played an active part in my portfolio’smanagement since inception. I would recommend Peter to anyonelooking to maximise the potential of their UK pension."

Richard Sugden

Senior Private Client Adviser Peter Wells

"Peter has proved a valuable contact in helping me consolidate and reshape a number of my defined benefit and other deferred pension schemes to get the most out of them as a whole through known, trusted funds.... his openness and the transparency he offered me throughout the process and now subsequent performance and reviews leads me to offer this recommendation. He’s one of the most trustful, honest and respectable advisors I have come across."

Andrew Hopkins