Brian, I want to say a big thanks for the advice you have given me over the last 8 years & continue to give, which has resulted in keeping everything in such a healthy state, (even through the recent turbulent times). I couldn’t have done it without you! It is really nice that this is a big area I never have to worry about.
Ever since I meet with Lee almost 20 years ago. He has always had my best interests at heart. I trust him completely and this is why I have referred him to family and friends.
Working with Investec Wealth & Investment, many of our clients require financial advice. I work with many advisors across different firms but when introducing my clients into a new relationship, I tend to choose Lee and his colleagues from Wren Sterling in the Surrey office. There are a number of reasons why I choose Lee and the team. Firstly and importantly, trust is key. It is very important that when I introduce a client to them that I know that they will be looked after well and that the clients best interests will be at the heart of the conversation. Lee spends considerable time getting a strong understanding of the client needs and requirements and acts independently to provide clients with the most appropriate solution.
Secondly, Lee and the team have a strong technical knowledge due to their long experience in the industry. They have had to undertake considerable work on some complex cases that I have introduced and where possible, they have found an appropriate solution. They have a broad knowledge of financial advice across the personal and corporate sphere. This broad level of technical knowledge is very rare in my experience across the industry. I would strongly recommend Lee and the team.
The advice that Tim Hawkins of Wren Sterling gives is clear, detailed and impartial. He points out the benefits or drawbacks of alternative courses of action with regards to financial planning. He has a very good awareness of where I am placed in the market, and my level of expectation. He has a flexible approach, and is very capable of taking on changing conditions, and dealing with the long term financial planning for my financial future, and putting these into context with my husband’s, in the overall picture. I always feel I can contact him with any query, and will receive considered, focused advice. Sarah W
Trusting another person to look after your hard earned money is extremely difficult, but with Brian Astridge, we completely do! Our investments have always, even during the pandemic of 2020, been successful he is a star. He also explains everything in an easy and understandable manner so you don’t feel confused or patronised.
Mick & Gill M
Mick & Gill M
Tim Hawkins has been my personal and corporate financial advisor for nearly twenty years. He has also advised my wife and family. Without fail he has given us his honest opinion which we have always acted upon because no one in the industry is better informed. He oversaw the start of our business from the earliest days and helped us grow into our current position where we employ 170 people. Tim is always the consummate professional and his advice is always available for matters both large and small. His attention to our affairs has never faltered and I recommend him and his colleagues wholeheartedly. P Winchester
I’ve known Brian, Lee and Tim both professionally and personally for many years. I cannot recommend them highly enough, they are excellent, dependable and very experienced. As a mortgage Broker, having a trustworthy IFA to help my own clients is essential to me. I have no hesitation recommending them to anyone who needs advice. Thank you for all of your help and support.
James Ellis Consultancy Ltd
James Ellis Consultancy Ltd
The directors of TMB Events have relied on the advice of Brian Astridge for over 20 years. He has helped us put in place not only our company pension arrangements, but also key insurances in relation to the welfare of the team, and the protection of our business. His advice has always be simple to follow, professional and has proved very effective. On a personal level Brian Astridge has looked after me and my pension requirements for over 15 years. His wit and charm has been matched by the quality of his advice. His service is always professional and efficient, as he guides me through the complexity of the products we discuss.
On a separate note my main worry with Brian is the amount of product he puts in his hair…….!!! – Brian Kenworthy
Over the last ten years, Brian Astridge has listened very carefully to our concerns and requirements and provided us with very valuable investment and tax planning advice. In addition, he has made our lives much easier by shouldering a very considerable administrative burden on our behalf. – Dermot and Rosalind Gleeson
Dermot and Rosalind Gleeson
Brian Astridge has been my financial adviser for over twenty years. Over that time, my financial demands have been many and varied, and often complex, but in all cases his help has been invaluable and immensely practical. I would recommend his services without scruple. – David Parker