Financial Planning Testimonials

PWS Group is dedicated to providing a superior client experience and has established a reputation for integrity, commitment and innovation in financial advisory services.

The testimonials that follow are a selection of reviews provided by PWS Group clients regarding our advisers, solutions and organisation. If you have any further questions about our financial services and the financial advice that we offer, please don’t hesitate to contact us.

Jonathan Field, Senior Private Client Adviser
Nigel Ironside, Auckland, New Zealand
“I am not sure how we initially got to meet Jonathan, but I am certainly glad that we did.  At our initial meeting I mentioned that I had been part of a UK employer’s pension scheme in the UK in the early 1980s. Having not lived in the UK since, I was completely unaware of the changes to the UK pension regime. Jonathan helped me to transfer out of my old employer’s scheme into a more appropriate individual scheme, which fortuitously for me was done at the right time to maximise the transfer value. 
I would not hesitate to recommend Jonathan as a financial advisor to anyone. His honesty and integrity are obvious from the minute you meet him.”
Zaheer Hussain, Senior Private Client Adviser
Stuart Craig, QHSES at KCA Deutag

“I have known Zaheer for approximately 3 years, initially meeting for his company to assist with my ex-military pension. Zaheer is warm and friendly but at the same time extremely knowledgeable and professional and over the years has won my trust by giving me honest feedback on my investments even when this did not necessarily benefit his own position. i am sure that since our initial meeting he has moved on to much bigger and more prosperous clients and organisations, however he still takes the time to touch base with me and ensure that i am 100% happy with his actions on my behalf. i would not hesitate to recommend Zaheer to anybody looking for honest investment advice and planning and pension optimisation.”

Stacey Arcus, Private Client Adviser
Terry Dixon, Middle East Sales Manager at IDAD Ltd

“Having known Stacey for a number of years, I can, with confidence, say that there are very few Advisers like her. She consistently impresses me with her professionalism, knowledge, commitment, drive and strong moral compass.

“As a specialist Wealth Manager with a focus on International Retirement Planning, her approach truly reflects the high standards that should be expected from someone in this profession. Her wealth of knowledge and experience allows her to provide first class advice to clients. I have and will continue to recommend Stacey to both individual and corporate clients as I know she will always do right by them.”

Kareem Rathore, Private Client Adviser
Cees Uijlenhoed, Executive Director

“Kareem has been managing my portfolio for some time now. He has been result oriented, responsive and diligent. Any issues were dealt with in a professional and timely manner. Very happy to recommend Kareem to you as a trustworthy and capable financial advisor.”

Jonathan Field, Senior Private Client Adviser
Richard Meredith, Senior Regional Director at MoneyGram International

“We have been working with Jonathan for more than three years now. He has been advising my wife and I on investment choices which have made sense to us, has never been pushy and has had the right advice at the right time.

“Jonathan keeps us informed of potential changes, risks as well as the tracking of our portfolio. In the last 12-months we have re-located from Dubai where Jonathan is based and we continue to receive the same service as before.”

Jonathan Field, Senior Private Client Adviser
Mark Rogers, Partner at Mojo Communications Group

“I have known Jonathan for the last 15-months and have found him to be straight forward, approachable and honest. In helping me plan some pension fund investments he has made the complex easier to understand and as a result I feel much more informed about the decisions we are taking.”

“Jonathan and PWS have advised me on my pension arrangements since I moved to Oman. The outcome has been that I have been able to both complete the financing of our new home in the UK and put in place pension arrangements that meet my needs. These arrangements have proven to be very tax efficient.”

Jonathan Field, Senior Private Client Adviser
Gary Phillips, Head of Aviation Division (Retired) at International College of Engineering & Management

“Jonathan met me in Oman; he carried out all of the research to transfer my pensions offshore. He advised and guided me through the following months, where he diligently worked through the legal processes, and the end result was fantastic. It has transformed my life and enabled me to retire early.”

Peter Michael Wells, Senior Private Client Adviser
Graeme Burrell, IBM Middle East

“I have no hesitation whatsoever in recommending Peter. I’d consider him a friend first and a trusted advisor second. Peter is an experienced, personable and knowledgeable expert, but most of all he says what he will do – and does it quickly, efficiently and with minimal fuss and bother to me. I’d rate Peter outstanding as both a person and a professional.”

Jonathan Field, Senior Private Client Adviser
Stuart Parr, Radiation Protection Adviser at Radiation Professionals

“Jonathan is very knowledgeable on pension tax laws and a pleasure to do business with. Bent over backwards to get my pension transferred out of the UK now that I live in Australia. Thanks Jonathan.”

Kareem Rathore, Private Client Adviser
Steve Line, Welding Instructor at Saudi Aramco

“Thank you for your time and superb service explaining every detail of my pension fund transfer and ultimately giving the chance to retire at an earlier date with a comparable income. I have to say your service is excellent leaving no question unanswered with a reply in a very timely manner. I am more than happy with the support I receive no matter where I am in the world. Thank you Kareem.”