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Life's not a rehearsal, so rather than leaving the future to chance, we help you plan ahead. For over 35 years we have been advising clients on how to grow their wealth, protect it as well as passing it on to the next generation. Our clients are typically business owners, those seeking to maximise their potential for financial independence & those near retirement. We also help clients who are fully retired or financially independent but require support with estate planning and passing on their wealth to future generations. We advise on a range of topics, including Pensions, Investments, Personal & Business Insurance, Retirement Planning, and Estate Planning. The value of your investments an any income from them can fall as well as rise and you may not get back the original amount invested. Savant Financial is a trade name of Savant Financial Consultants Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by The Financial Conduct Authority. Approved by Openwork Limited on 21/04/2026
Morrison House, AB21 0AZ, Newmachar, Reino Unido
4,4
11 avaliações
Sem histórico recente de pedidos de avaliações
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When you have David on your step to keep me up to date about how my investments are doing instead of driving to Newmacher can contact them anytime if any enquiries comes up and turns up in time
Resposta da Savant Financial
Hi Graham,
Many thanks for your review; we look forward to continuing to provide you with great service in the years ahead.
David.
Just attended our annual review which delivered excellent results.
The service we receive is always outstanding from David and the team . I highly recommend Savant and have been with them for many years , well done David and the team.
We will continue to use their services .
Resposta da Savant Financial
Hi Grant,
Many thanks for your commendation of our service; it really does mean a lot.
We look forward to providing the same valued service going forwards, and please don't hesitate to give us feedback on anything you feel we can improve upon in the future.
I am retired and Savant consolidated my pension pots and set out a strategy to invest my free funds. I have been with them for 3 years and I have found their advice measured and clearly presented. The customer service is really excellent with prompt action on any queries as well regular updates on investment conditions. I am also pretty pleased with the returns they have delivered! Which is probably the best thing I can say about a Financial advisor.
Resposta da Savant Financial
Hi Mark,
Many thanks for this review; it's really nice to read how happy you are with our service.
We look forward to providing the same valued service (or better where possible!) in the years ahead.
I have been a client of Savant for many years and have every confidence in the comprehensive financial advice they have given me across a range of needs, including savings and investments, pensions and the establishment of a trust fund, and Inheritance Tax planning.
Resposta da Savant Financial
Many thanks for your review, Alexander. We look forward to continuing to provide you with trusted advice in the years ahead.
Always helpful keeping me up to date with my investments . Very friendly .
Resposta da Savant Financial
Many thanks for leaving us this kind review, Margaret.
David and his team provide a friendly and professional service and always respond promptly when required.
I feel my finances are in very good hands and would highly recommend Savant Financial
Resposta da Savant Financial
Hi Sam,
Many thanks for your review; your kind words are very much appreciated.
Best wishes
David.
Great professional service provided once again by David/Savant! Always a pleasure to work with.
Resposta da Savant Financial
Thank you for leaving this review, Fraser, we really appreciate it
We have just been to our annual review, lost count of how many I have had both in the office and at our own home. All our options were very well explained to us, David also asked for our own views on how things had went since the last time and these were incorporated into the final discission on the best way forward.
Thanks once again David your help is invaluable.
Resposta da Savant Financial
Hi Leslie, many thanks for leaving this review/feedback. If there's anything more we can do for you, just let me know.
Excellent service. My options were very well explained as always. I have been a client for many years and will continue to use Savant.
Resposta da Savant Financial
We are very grateful for your review here, thank you, and if there's anything we can improve upon, please let us know.
I have been with Savant for many years now and the service and returns are both excellent. The annual review is well worth it and very explanatory along with the ability for input from all.
Resposta da Savant Financial
Thanks so much for your review here Colin. I look forward to catching up with you at our next meeting, and if there's anything else we can do for you meantime, just let us know.
Have just attended our annual review with David as always very well presented & thoroughly explained.
We are long time clients of Savant and would highly recommend using them.
Resposta da Savant Financial
Hi June, thank you so much for this review.
It's a pleasure to serve you both. If there's anything else we can do or any feedback on how to improve our service, please let us know.
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