Text box saying: We work with successful individuals, business owners, and their families to achieve carefully reviewed protected long-term financial predictability.

Below are our client testimonials, which demonstrate how we have assisted individuals in creating a brighter future.

Hear from clients of 20 years share their experience of working with Fell Financial Planning in constructing their comprehensive financial plan.

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  • “As an accountant I have always taken responsibility for our financial planning and investment. A few years ago I realised that I really did not have the time to gather the necessary knowledge to really do this well especially as we were approaching retirement. I was increasingly worried that I would get something really wrong which would impact on our desire to retire at 60.

    Before any planning takes place Fell establishes what your life and financial goals are which really makes you think about what you really want to achieve in the future. At the end of this process we had a financial roadmap incorporating our retirement goals and an implementation plan outlining a number of strategies to achieve our aims which we considered in our own time until we were happy with the proposals.

    The plan was actioned immediately making our financial welfare more efficient and stable. At least twice a year we have a review meeting where we revisit our goals and any changes in our financial circumstances taking any recommended actions to move our plan forward.

    We now enjoy our retirement secure in the knowledge that we can fund what we want to do without the worry of managing our finances, which we trust them to do for us.”

    - Mr and Mrs Trott

  • “My first contact with Scott Laurie related to a SIPP which was in a distressed state and going nowhere.

    Within weeks we agreed a strategy based on my lifestyle needs and the SIPP has massively overachieved.

    This has been done without the need to purchase stocks, shares or other financial policies. I am sure it is part of the ethos of values based financial planning.

    I am also able to call on Scott and his team for their help and experience in a wide range of subjects such as recruitment, legal and tax matters.

    This company understands what I need to succeed.”

    - Mr Taylor

  • “I sold my business in June 2010 and went around the houses to no avail. Banks, Building Societies etc. All they were interested in was investing my lump sum from the sale of my business and I was very wary. I was introduced to Scott in September 2010 and have been delighted with their personal attention ever since. I now feel I can enjoy my retirement.”

    - Mrs Brown