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Caleb Roberts Financial Management Ltd : Testimonials

What do our existing clients think of our service? Here are just a few of their comments.

John Rawlings
I have dealt with Watson & Jennings (now Caleb Roberts) from the formation of the company and with Rhian since 2001. One of the main reasons I am still with them is that they explain everything in a way I can understand it. They keep up to date with all the present changes in markets, etc and inform me on a regular basis .They are a very professional company but call a spade a spade, can I say more.

Samir Patel
W&J (now Caleb Roberts)have provided financial advice to me personally for over 7 years and latterly to one of my businesses. My wife and I have benefited from Life Assurance advice, advice on wills and and pension plans. Our company has a pension plan that was organised through W&J with Scottish Life. At all times W&J have been courteous and professional and are a pleasure to deal with.

Stuart Ramsay
I would like to take this opportunity to thank both Rhian and Mark for the invaluable advice you gave me on my endowment situation and my personal pension. The suggestions you made on my endowment have saved me a fairly significant monthly amount, have enabled me to reduce my monthly mortgage payments and have removed the worry of meeting previously tight budgets. The solution, when explained, seemed so obvious and so easily actioned, and met every one of my criteria. As for my pension situation I am more than happy to take any advice you give me and have not the slightest doubt regarding your expertise in this area. Many thanks to you both. Kind regards Stuart Ramsay

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Caleb Roberts Financial Management Ltd is authorised and regulated by The Financial Services Authority. Caleb Roberts Financial Management Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 497107.

The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning, Advice on Bank and Building Society Accounts.

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Registered Office: Wylcwm Place, Knighton, Powys, LD7 1AE Registered Number: 6823280

Website last changed: 03/06/2010