Debbie was able to explain information in language we could understand which made us feel at ease.
Claire has helped me with a tricky decision about adequate cover for reasonable cost. She was very knowledgeable about the market and quickly provided advice and options on the way forward – thanks.
Debbie is extremely likeable and easy to discuss financial matters with. She is professional and explains her recommendations in as much or as little detail as you require. We felt comfortable asking questions as she is calm, patient and reassuring. A genuine lady.
As we had dealt with Debbie before and had been satisfied we felt that the service and explanation of the products and requirements was first class.
A very Competent and thorough Job and well explained.
I have been very happy with the service and would find it hard to give any other ways to improve.
I am happy with the advice and service that has been provided.
We received excellent service from Claire and are very happy.
Debbie was extremely knowledgeable and took the time to understand our position & requirements. She has given us considerable advice which we were happy to take.
Outstanding advice and personal service given. This was very re-assuring given the importance of the decisions being made.
I am pleased that Debbie listens to my views and aspirations and that my choices were incorporated into the planning.
Everything was explained well and I am very happy with the service received.
I found Debbie very helpful and easy to talk to. Explained some rather complicated financial procedures in a way that was easy to understand. Overall made it an easier experience.
I am very happy with the advice and service provided. All options were carefully explained and my aims and ambitions fully taken into account. I now feel that my pension provision is in a much better position now and for the future.
Claire Blake is highly competent. she listened to my needs and advised me accordingly. She is a highly skilled and trained financial adviser. I can highly recommend the company and their services.
A very competent and complete assessment of my current situation complemented with a detailed analysis of the various options available to me to meet my current and future needs.
We were both extremely happy with all the recommendations we received from Debbie and were more than happy to follow her advice on our investments.
I was very happy with the detail I was shown. Also very helpful.
Debbie was up front with us on all her charges and explained all risk factors with us. She also took into account the amount of risk we were happy with.
Friendly, not pressured, pleasant and straight forward attitude. Dumbed down enough for us and explained in an understandable context.
Overall very happy with it and much more comfortable with the lower risk of my existing investment.
Very Friendly service, with clear information given.
We are very happy and content with all the advice Claire has given us. It is very satisfying to know Claire has all of our best interests at heart and is keeping an eye on our affairs.
My thanks to Claire for her advice and guidance re my pension requirements. She presented in a professional and well informed manner.
I have been pleased with the service and recommendations and have referred a personal friend to Claire.
It has been reassuring to have the guidance and support of someone who is able to navigate the financial maze with confidence and competence. I feel my advisor is someone I can trust.
Debbie Day provided the expert advice required in a professional, informative and friendly manner. I will not hesitate to contact her again in the future.
A really comprehensive service, making everything easy to understand.
Very professional yet friendly and reassuring. Explained clearly in an easy to understand way. Didn’t feel pressurised to go for higher risk out of my comfort zone.
Excellent from the start, very professional and personal.
Overall very happy with it and much more comfortable with the lower risk of my existing investment.
Claire explained everything thoroughly and re-assured me of the plans I am investing in. She was very helpful.
Following my decision to move away and only on condition that you are happy to oblige, please may I continue with you being my independent financial adviser indefinitely. You are very much the consummate professional financial adviser, you are highly efficient and reliable in all that you do professionally and crucially I find you easy to lipread.
Claire was very careful in explaining everything about the new flexible Pension Plan, Always on time for meetings and very helpful.
Many thanks to Claire for her advice & guidance re my pension requirements – presented in a professional and well informed manner.
A very good service.
Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very please I have.
Very Happy with all that has been done for Softflow and me, I would recommend her to other people.
Claire has been really helpful with all of the pension bits and pieces, she is great at what she does.
Straightforward, understandable advice with no sales pressure! I felt my needs were understood.
Easy to understand in a pleasant and relaxed way.
I have been very happy with the information and service offered and would happily recommend to anyone looking for financial advice.
I am very happy with the advice and service provided. All options were carefully explained and my aims and ambitions fully taken into account. I now feel that my pension provisions in a much better position now and for the future.
I have been thinking about sorting out my finances for many years but not taken the plunge to find an adviser. I am delighted that my monies have been invested for me personally and Debbie’s depth of knowledge comes across very clearly.
Debbie is extremely likeable and easy to discuss financial matters with. She is professional and explains her recommendations in as much or as little detail as you require. We felt comfortable asking questions as she is calm, patient and reassuring. A genuine lady.
I completely understand the recommendations’ given to me. Everything was explained in detail. Debbie was extremely professional she gave us the time to absorb all the information given and went over the parts we didn’t understand as many times as required. Debbie was very easy to get along with and the atmosphere was very relaxed. Took all the time necessary to give us the right advice.
Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very please I have.
I have been very happy with the information and service offered and would happily recommend to anyone looking for financial advice.
I found Debbie very helpful and easy to talk to. Explained some rather complicated financial procedures in a way that was easy to understand. Overall made it an easier experience.
Very happy with Debbie’s advice, explained in full and left me with a folder so I can read at my leisure. Great plan, great advice made simple for me to understand. – Looking forward to my retirement with the knowledge all taken care of.
Claire has helped my understand exactly what a Pension is and how it works. I now feel I understand everything much better.
I felt very relaxed and able to understand the details about my long-term future pension plan.
I just wanted to send you a personal heartfelt thank you for your time, patience and understanding. I know “it’s your job” and there is a fee paid but I know you go the extra mile to make things as easy and clear as possible. Anyway, I just thought it the right time to say thank you for steering our finances and for just being so very nice!
Debbie did a great job explaining my pension options in a very clear and professional way and in a friendly non-pressured environment. Would definitely recommend Debbie to friends and family.
Would recommend if arises.
Get in Touch
We are always looking for new ways to exceed our clients expectations.
Feel free to contact us.
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9am till 4pm Fridays
Closed Saturday and Sunday
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CONTACT
Braintree - 01376 743595
Felixstowe - 01394 775711
info@bdfinancial.co.uk