Below is a selection of testimonials from some of our clients:
"I have worked with Wellington Financial Management since its formation nearly 3 years ago and I have always been impressed by their efficiency and speed of service. This has been reflected in my relationship with them, both as a corporate and a personal client. Nothing is too much trouble and my expectations have always been exceeded by all members of the Wellington Team."
"Paul Simpson was recommended to us by friends considerably more financially-savvy than ourselves at the time. We have always found Paul thorough, straight-talking and utterly efficient. When he decided to branch out on his own, we had no hesitation in moving our business to Wellington and we have been happy to recommend him to friends and relatives of ours who are equally pleased with his work."
Richard Bailey and Jas Gill
"Since I was introduced to Paul Simpson and Wellington, my life has been turned around. Wellington have kept their finger on my financial pulse and have completely rearranged my own poor attempts at 'financial management.' These matters have to be dealt with by trustworthy experts, and Wellington are the top of their profession. Very highly recommended."
Julian and Karen Beardsell
"Having to manage my financial affairs post divorce proved to be a daunting task and one for which I had little experience. A friend recommended her financial advisor, Paul Simpson. In the years that I have known Paul he has helped me to understand my pension alternatives, sort out paperwork, deal with tax returns for my counselling business and assess my financial needs in the approach to retirement. He has a patient approach and has never made me feel clueless, although at times I have felt it! I have absolute faith in his experience and ability , his help and expertise has been invaluable in helping me understand my financial situation so that I now have peace of mind. I wouldn't be without him!"
Anna Binns Williams
"The service and quality of advice provided by Wellington has always been of the highest standard. I trust them to look after all of my financial affairs and feel my family is in safe hands. Everyone I have dealt with from the company has always provided a friendly and efficient response. I have recommended a number of friends and colleagues to the business, which is a great testament to the service they provide"
Steve Walker, MIBC, SFEDI
Managing Director, SWA
"I have been a client of Wellington Financial Management since inception and am pleased to endorse their services. Paul Simpson is clearly tuned in to individual client needs and circumstances avoiding generic financial speak which is refreshing. Complexity in financial planning is most peoples biggest fear and Wellington sre successful in positioning things in a pragmatic and structured way which helps in decision making. In addition I find Paul and the business to be extremely accessible which is important to me in given my busy schedule."
"I am proud to say I have been a client from day one. I have nothing but praise for Paul and his highly professional team and the service the provide. Their advice has been first class, impartial, informative and, most importantly, tailored to my specific needs. if you are considering doing business with Wellington I would whole heartedly recommend them, you will not regret it!! I look forward to being a valued client for many years to come"
"My finances were in a total mess. I was introduced to Paul who had a quick look at it all, and somehow sorted everything out (including a better cheaper mortgage deal) so quickly. He has great product knowledge, and knew exactly what financial solutions were appropriate for me and my lifestyle. He, and his super efficient team, are great - I wouldn't hesitate to recommend Wellington Financial Management!"
"We are very pleased with the service provided by Wellington Finance. Wellington have always treated us as an important partner in their growing business and have never failed to find the right policies for us. We would highly recommend Paul and the team as they are all very approachable and knowledgeable".
Richard & Kerry.
"We have been Paul's clients for 15 years. We have always found Paul and his colleagues, to be very professional, friendly and most helpful, in whatever issue, and always gives us sound advice."
Bob & Diana Varnham
"Our mortgage, savings and investments were organised and completed professionally with a personal touch not encountered by myself or my partner before! Thank you Paul and everyone involved at Wellington Finance and Mortgages."
Kirsty and Nick
"Paul Simpson was recommended to us by family members over 12 years ago, quote 'his advice has never done us any harm' . Ever cautious we thought long and hard before inviting 'Paul' into our home. We quickly came to like and respect him and happily took his financial advice. Over the years we have in turn recommended Paul to others in the family, and like us they showed their loyalty by transferring their business to Wellington Finance. For us, it was all about trust, good advice and like-ability, with Paul we got all three and more. Stick at it Paul, with the current unrest in the financial world, we need you to look after our interests."
Madeleine & Kelvin
"I have been with Wellington since they started and with Paul for a few years before. I have every confidence that Paul provides the very best independent financial advice and trust him with our finances totally. He has added a much tighter control to our finances and we always enjoy our meetings and personal interaction with him. I recommend the company in general and have also done privately to friends."
"I can say that Wellington has provoided my family with a first class service. They have been knowledgeable, reliable and friendly."
"I am happy to recommend Wellington Financial Services. I have been a customer since day 1 and have never regretted making that first appointment.All the staff are courteous and helpful both face to face and over the telephone. Any information is always explained clearly and simply, and you are kept up to date the whole time. Even though the company has grown Paul and everyone involved make you feel like friends not just customers. Many thanks and long may you all continue."
"Paul Simpson has been of great help to myself in setting up finances for retirement and with Wellington Finance in advising and Managing our portfolio. Paul is always helpful and knowledgeable and his advice is given in a friendly and totally informed manner. I would thoroughly recommend Wellington Management to anyone requiring financial advice particularly when approaching retirement."
"We have been clients of Pauls for many years and we have been highly delighted with the advice, support and service we have received. Wellington Financial Management have helped us with our mortgage, protection, investments and retirement planning. We have recommended a friends, family and colleagues who have also been delighted with the services received."
"Will Planning Solutions was signed up by Wellington earlier this year specifically to help their clients put Wills in place and advise on how to protect and safeguard one's estate – very important these days in this money-grabbing culture. I always make a point of asking their clients how they get on with Wellington. I have never had a bad response or any negative feedback - in fact they're usually over the moon with the standard of service. Clients like the plain speaking and factual approach because they then understand the proposed plans and put their trust in the company. For me, Wellington is an excellent company that always keep a caring finger on the client's pulse and will always aim to give good solid straight forward advice."
Rob Abell MIPW ACMA
Willwriter & Estate Planning Consultant
" I really value the personal approach and efficiency of all at Wellington. The sound advice I have been offered over a long association has given me the confidence to achieve my financial goals."
"Wellington has provided my family with a first class serivce. They have been knowledgeable, reliable and friendly. We have known Paul Simpson for many years. We have found him to be approachable, trustworthy and dependable. His advice on various topics has been sound and we have recommended his company to several of our friends."
"We were introduced to Wellington Finance when we reached a point in our lives when we had come to realise that we had lived a financially drastic life. We had lived for enjoyment and satisfaction for ourselves and our children. But it had been done with the use of credit cards and overdraughts. We were living in the present, paying for the past and realised there we hadn't got a clue about the futue especially retirement. We didn't think it was worth calling in a finacial advisor as we didn't have any money, but how wrong we were! After a meeting with Paul we realised that there was so much we could do, with the right advice, to secure a financial and therefore personal retirement. We felt so relieved and happy after we had spoken to Paul. He set us a plan and, apart from the present global financial probelms, we now have no worries about our final retirement. We are nealry there and finally looking forward to it very much. With the expansion of the company complimentary Advisors are also available. We now have a will and a Family Trust in place so are comfortable with support for the family when we are no longer. Either during planned home visits, telephone or email contact everyone at Wellington Finance is there to help secure a solution in the most useful and friendly manner. It really is a company there to help the individual client."
Janet and Paul
"At my first meeting with Paul he asked me when I would like to retire. With tongue in cheek I suggested that 58 would be nice. I am now 62 and have been retired for 4 years. One of the best decisions of my life was to was to put my financial affairs in the hands of Wellington F M. Thank you for all your help"
"My husband is a head teacher and I was a teacher when we first met Paul. Our joint income was good, but in spite of that we were overdrawn every single month. After our first meeting Paul managed to do things with our money that reduced our outgoings by over £1000 per month! We were able to increase the mortgage repayment (so it will be paid off sooner), keep the same standard of living and save £1000 a month! This meant that after a while I was able to give up my full time job and retrain. After over a year of only one income we are still 'in the black' thanks to Paul's advice and guidance."
Lin and Jon Sherwin
"Paul and his team at Wellington have continued to provide us with excellent advice and direction through these challenging times. We have been so impressed by their professionalism that we have recommended them to friends and family. They always explain matters in lay mans terms, not confusing financial terminology. They are as happy dealing with the younger generation just starting out and the older generation providing for retirement. We feel confident that Wellington has our financial portfolio under control to enable us to enjoy a happy future"
"We have been dealing with Paul now for years, more than I care to remember. They are always helpful and efficient, they do what they say when they say, call when they supposed to ensuring you never have to chase them up and have the patience to explain anything you don't understand. We would strongly recommend anyone to use Wellington Finance and take advantage of their non biased impartial advice, they will make themselves as invaluable to you as they have us."
"We have been advised by Paul Simpson for all our financial concerns for a number of years, initially as a client of Paul's through his former employer. We feel that the advice we have been given has always been balanced, sound and shrewd, and as a result our financial affairs are in very good shape, with well planned retirement requirements on course to deliver when we need to access them. I would advise anyone who is sceptical about the impartiality of the financial advice given to put their doubts aside: the impartiality will be explained and documented for you and your only regret will be that you didn't contact the company sooner ."
Mr & Mrs Curtis, Northamptonshire
"Having been so satisfied with how Wellington dealt with my own personal situation, I have since recommended them to my daughters and friends, confident in the fact that they would all be treated in a friendly and professional manner"
Measom Dryline Ltd
"Over the last 5 years I have built up a very strong working relationship with Paul. I find his straight talking approach very refreshing and it makes decision making on financial matters much easier when not clouded by too much jargon. Regular reviews and updates ensure you feel secure that your finances are being looked after and managed diligently. With a busy and demanding work life, to have some pressure removed is most welcome."