Private Client Consultancy Omdömen 120

Karen and her team have been very helpful in assisting me with several cross-border issues between the UK and mainland Spain. She has referred me to experts who are now dealing with my Tax issues amongst other administrative reasons.
Highly recommended to anyone looking to keep on top of administrative tasks.

Karen and Maxine,have answered all as queries as soon as they were able. A friendly not pushy service. Would recommend to others.

Have received wonderful service from PCC wealth. At all times I have been kept up to date with any changes in my portfolio and been given advice accordingly but always taking into account my preference for airing on the side of caution
I have had regular meetings with my representative and have had everything explained to me in “layman’s terms”!
Recommended also as their coffee is excellent!!

Josh has been very helpful since the very start of the process. He always explains everything very clearly and has shown great patience. I would thoroughly recommend Josh and PCC to anyone.

Having just sold our house we were looking for an investment obviously it’s very important that you find an advisor that you can fully trust.
We found that in Karen her knowledge was very impressive and she took time to understand our needs.
We are confident she sold us the best investment package for our retirement.
Thank you very much Karen and Maxine also.

I deal with Karen Blair and she is always very helpful

Peter and Jose were very helpful and professional,always prompt and very knowledgeable.We were treated like family,and the whole process was explained so we could understand.PCC are very highly recommended by my wife and I.

The transfer of our pension assets from de Vere to PCC was carried out smoothly and,in the period since,all transactions have been carried out to our satisfaction.The management of PCC have been approachable and helpful on a personal basis.

We have been clients of Kevin and the rest of the PCC Team since the business was set up. Having dealt with a number of financial advisors in the past, and having had some not so great experiences, we have been very happy with both the advice received, and indeed the performance of the investments. Kevin is a very knowledgeable and personable individual, and we have been happy to recommend him and the rest of the PCC Team to others. Jon and Karen

As I am about to retire I have spoken to Kevin and Rachel and so far they have guided me well. An excellent system and very helpful with their advice and knowledge. Thank you both for your time and commitment. Eric.

I met with Karen to discuss using my pension funds to get maximum benefit for retirement to Fuerteventura. Karen is not only extremely knowledgeable regarding consolidating and maximising funds, she is also very patient and clear in covering all available options. All my concerns and questions were answered fully and in detail. I would recommend anyone speak to Karen or the staff at PCC for impartial and excellent advice regarding fund management.

I am a very cautious investor and PCC took time with me, were not pushy at all and gave me the level of detail I required in order to feel reassured about my investments. I get monthly investment tracker information with explanations on market fluctuations.They are always on hand to answer any queries. I am very happy with PCC

I had no knowledge about pension schemes and Andrew Oliver and Holllie guided me throughout the process professionally and efficiently. They explained everything to me and answered any questions while showing a genuine interest in making sure I understood the whole process. Furthermore, I invested more monies in a separate arrangement. Both plans have performed very well, and all administrative headaches are dealt with. Thank you to Andy and Hollie,

If I have any questions or doubts I know that I can get in touch with Andy or Hollie and they always get back to me quickly.

Karen Blair is a solid advisor - she listens and always has time to explain and answer questions. She provides updates and has my investment interests at heart.

John is a trustworthy, knowledgable and friendly advisor who has, without fail, provided good and patient advice, communicated in terms that a person from a non-financial background can easily understand and digest. I am very happy to have him as my financial advisor.

Great service and support from John and his team

Having had discussions with 3 different advisors which did not leave a good impression, I found the company PCC and from my first contact with Peter Smith I immediately had the feeling that this was the right choice. His proposals, thoroughness, and ability to move things forward quickly were far superior to the other advisors I met. Peter keeps you informed at all stages and his approachable manner, clear and concise explanations make it a pleasure to deal with him. With his expertise, I have now set up an International AV and am in the process of transferring my UK pension to a QROPS product. I can thoroughly recommend Peter as a financial advisor.

I have always had excellent service from John and his team, even with the small stuff.

My experience with Peter as my financial consultant over the last couple of years has been completely positive. I have found him extremely helpful in discussing and explaining the ins and outs of my portfolio in as much detail as I care to pursue. He is clear in his explanations and attentive to the slightest doubts. He has gone out of his way to accommodate occasional last minute changes in appointments on my part. It has been a pleasure having him as consultant and he has recommended a significant number of changes to my investments which so far appear to have been advantageous. I look forward to continuing the relationship.

Karen Blair has provide help and advice on various matters in relation to my pension and an investment product that is tax efficient in Spain. Karen is approachable, down to earth and extremely knowledgeable in all aspects that I asked for guidance. She wasn't forceful or pushy and is a great listener, asking appropriate questions to determine the investment suitable for me. I will certainly pass on her details to friends and would recommend PCC as a business. Thanks Karen.