Private Client Consultancy Avaliações 120

Competent, friendly and supportive. Have been dealing with Karen Blair, good experience.

Found them to be very knowledgeable about our own accounts, Amber especially was very informed and was able to offer in-depth advice regarding the stock market.

Recently reviewed my policy and policy choices with Amber (Bartuskeviciute). Very professional review, precise and to the point. Amber was very quick to follow up with my queries. All in all, a very positive experience.

I have known Kevin for the last few years and have found his knowledge very comprehensive but he is also able to explain things in way which are simple to understand. He is very transparent and in an industry where previous advisors have been far from this it is refreshing to be able to talk to someone who is very customer focused

Kevin is very friendly and explains things clearly and although I've only been with him a few months I'm happy so far.

Kevin (Birtles) has been advising me for several years now and is by far the best advisor I have had dealings with.
He takes the time to explain things in the amount of detail you need and gives excellent advice on how to invest.
What I most like though is that he never tries to "persuade" you into something you're not comfortable with as I have experienced in the past with previous advisors.
I can wholeheartedly recommend him.

Kevin Birtles is an excellent advisor - we have had a relationship with him for years. He keeps us well informed, proposes good solutions and is fully transparent. We can only recommend him!

After many years of disappointment with financial advisors I am very satisfied with the advice from PCC Wealth. Kevin Birtles has acted with integrity and honesty and is a real breath of fresh air.

Excellent first meeting with Kira who made helpful, constructive comments regarding my retirement plans in Spain

This is my first experience of investing money, and I have been very happy with PCC and the service of Josh Williams. He has made it all very easy and clear for me.

FAO Kevin Birtles
What I've always liked about you is your honesty and always acting in the clients best interest. Two characteristics that are often sadly missing in your profession.
I would like to thank you for all the time and energy you have put in and I have also learnt a lot from the experience. It was a pleasure to get to know you and I wish you all the best in your future projects.
I would certainly recommend you to anybody that I hear who wishes to go through this process, as in my books, your profile stands head and shoulders above your competitors.
Wishing you all the best for the future.
Best Regards
David Horne

Very happy with the service I have received to date, I have had numerous conversations with Kira whom is very helpful always there and a joy to have at the other end of the phone.
Following my telephone meeting yesterday with Kevin and Kira I feel confident to leave my details in their hands.

I discovered PCC by chance earlier this year and asked them to attempt to trace a private pension that I had. Three other companies had unsuccessfully tried in the past, so I held little hope.
Within days, I had a call from Amber telling me the pension had been found, so I filled out the relevant paperwork and very soon I was several thousand Euros better off. Since then, unlike other FAs, Amber and Kevin, the Manager, have kept in constant contact, and have been helpful in the extreme.
I would have no hesitation in recommending them to anyone needing financial advice.
Professional, helpful and extremely personable company.

We had to contact PCC recently regarding our investments. Our request was dealt with quickly, efficiently and in a friendly professional manner. We find our consultant, Amber, to be very knowledgeable and very well organised. As a bonus it turned out that we could save quite a large amount of money to run our accounts.
No hesitation at all in recommending PCC

After a short while of having some 'not ideal' advisors I can only say that Kevin was a real breath of fresh air. A very honest and competent support and someone who really pays attention to the customer requirements. I can certainly recommend him!