Client Stories

WHAT THEY SAY

Client Stories

Carol and Van

“He is always available at the end of the phone or via email and responds extremely promptly when asked.”

We first met Karl in 2013 when we wanted advice on combining our joint wealth, clearing our mortgages and pension advice. Ultimately, we have been able to downsize our property, allowing us both to retire, with equity invested to provide additional income.
 

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Steve

“We have known each other for around 30 years, and he has always acted in a friendly, honest, attentive and gentlemanly manner”

I contacted Karl back in 2012 to help with sorting out my pension during my divorce. Since then Karl has taken over advising on all my investments, and things have gone from strength to strength.

I chose Karl primarily because I trust him. We have known each other for around 30 years, and he has always acted in a friendly, honest, attentive and gentlemanly manner

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Jimmy and Candy

“We are very happy to have found Karl and would not hesitate to recommend him.”

When I left the forces and started my own business, I realised I would need to make provisions for my own pension. We found Karl online and he was so easy to talk to and explained everything very clearly. He has also helped us to organise our insurances, is very knowledgeable on financial matters, personable and always offers good advice. We are very happy to have found Karl and would not hesitate to recommend him. 

 

 

Martin and Veronica

“Karl came across as a friendly and approachable character who from our initial meeting we felt we could trust.”

Having worked hard all our adult lives with Veronica being a preschool manager and myself running a small building maintenance company we found ourselves in our late 50’s both reaching an age where we needed to get our finances in proper order needing help to form a plan for our retirement.

To that aim we wanted someone who was both professional and approachable but also able to convey information in a simplistic manner so that going forward we could fully understand choices available to us.

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Sally and Alan

“He has helped us at every step, talking us through different options.”

With retirement looming, we had no idea at all about arranging a pension. The more we read the more muddled we became. A good friend recommended Karl so I contacted him. He has helped us at every step, talking us through different options. We are enjoying our retirement knowing that our pensions are sorted out and we know that we can contact Karl if we have any queries or if we need any further advice. 

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Where we are

76 Ham Lane, Ferndown, Dorset, BH22 9DP

Registered office address: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY.

Registered in England and Wales under reference 3276760

Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Planning Solutions Limited is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 184591.

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