I chose this company as it was near to where I live. (I had excellent service in Worcester when we lived there and thought I would not find such service hear). But I was wrong. I am very satisfied with the advice I receive and have complete trust in this company. I get sound advice and a readiness to explain everything.
Rebecca Fritter is excellent – approachable and very well informed. I know I can go into this office and get my questions answered. Thank you
From the start we were made to feel valued. At no time did we feel pressured into making the wrong decision and Ellie was happy to go over suggestions more than once in order to make sure that we fully understood. Once everything was agreed Emma was excellent at keeping us updated and happy to respond to queries. Overall very satisfied. Good relationship throughout.
Jane & David S
I couldn’t be happier with the service I receive! Two things really stand out:
- You are proper geeks! I mean this in a totally positive sense. You know and love your subject. That’s not too common in this field, it’s great!
- In part because of 1 you give a really personal service. I always feel valued and relaxed that you are giving the best advice. Time and care does into providing your service to clients.
I specifically requested a female financial adviser as I found in the past men tend to explain financial things in a more complicated way and I wanted to be able to ask any questions and not feel stupid!! Becky was brilliantly clear with her explanations and advice and I couldn’t recommend her more highly
The service we have received from Sheila Tarr IFS has always been exemplary. We have been kept well informed on changes and advise has always been clear, relevant and to our needs. I have no hesitation in recommending Sheila Tarr IFS to friends and indeed have already done so. Becky is so knowledgeable and is a pleasure to work with. Thank you!
We were very confused with what to do with a private pension pot but having consulted you for advice we were given detailed options together with all the risks and benefits attached to those options. Our needs and risk levels all taken into consideration. The whole process gave us the confidence to make the right decision for us. Many thanks to John Howse for guiding us through that process.
I just wanted to update you with some good news that we had last week – Aviva have paid out my critical illness claim, and it was enough to pay off our mortgage, personal loan and credit cards and leave us with a bit to spare! We cannot believe it as it is still sinking in really, and it probably wouldn’t have happened if you hadn’t intervened and made the initial enquiry. This has obviously left us in a much more comfortable position whilst we are able to continue to work, but takes the pressure off knowing we now own our home and have no debts, and can save some money! So for that we will always be very grateful to you. We also appreciate the work you and your colleagues put in to sort out my pension situation, the transfers have all gone through now and it is looking a lot tidier. Thanks again for all your help.
Paul & Helen B
Having felt very insecure about what my future retirement looked like as a single female who has been through a divorce and a bereavement. It was wonderful to be reassured and alterations made professionally to my retirement funds. I now feel much more relaxed and can ‘plod away at work’ until 66 years and 7 months knowing things will be looked after to make the most of my retirement fund in a very friendly service. Thank you Jeremy.
As you can see, I’ve scored 5 out of 5 for everything. It doesn’t really do it justice. The best way I can find to put it is that customer service is my passion, and what has got me out of bed to go to work for 44 years, but if I could have my time again I’d have wanted to work at Sheila Tarr I.F.S, such is the level of service you deliver.
Excellent service given, Couldn’t recommend Sheila Tarr IFS highly enough. The support we received from Vanessa and Jeremy throughout the process was second to none. We particularly appreciated honest feedback at all times. Despite several problems that we incurred during our home move the staff team was extremely supportive and helpful. I would have no hesitation in recommending Sheila Tarr to friends or others.
I cannot sing my praises about Sheila Tarr I.F.S, and specifically Vanessa, enough! Organising my mortgage was most certainly the most simple part of purchasing a new property! Vanessa was both friendly and competant. She replied to all my enquiries promptly. What was particularly lovely was that she showed interest in me and my new property. I was made to feel like a person and not just a client. I have already recommended Sheila Tarr I.F.S to a number of friends due to the good, non-pushy, informative and friendly experience I have had over the last 10 years.
I had excellent advise from Rebecca 10 years ago. Once again I needed advice and it was a no-brainer to use your services. John was excellent. The ongoing email support was timely and I felt fully informed. I have recommended your services and will continue to do so. Thank you