Testimonials
Read some of the feedback received from clients.We have been with our adviser, Davy, for a number of years and still value his trustworthy advice. He gives that advice at a level that is appropriate to the client, whether in person, or via email or letter. It is because of his advice that our investments have performed well. We see him once ...
You should remember that past performance refers to the past and it is not reliable indicator of future results.
My financial security in retirement has been largely thanks to Davy's helpful advice. I have found him to be friendly, knowledgeable and trustworthy in all his dealings with me. He has always made himself available whenever needed and I can recommend him with complete confidence.
Since my first meeting with Mike I've been impressed by his knowledge and professionalism. He uses simple language and makes sure to always understand my opinions. I'm more than happy to recommend him to my friends and work colleagues.
I have been a client of HJP in Dorking for many years and more recently of St. James's Place. The advice I have received has always stood the test of time, my investments have increased in value, and I have been very happy with the level of service that has been provided. I have already recomme...
You should remember that past performance refers to the past and it is not reliable indicator of future results.
Greg and his team gained my trust from the first time we met and he has always proved to be a supportive and effective adviser. I would, and do, recommend them to anyone. I have been guided through the world of finance and am happy that my money is safe in their hands, and I always feel my best...
Yvonne is approachable and friendly. She is clear in explaining options and answering questions. Over a number of years, through changing times, and my changing circumstances, she has served my interests very well.
I have been a client of HJP for well over 10 years and have been very happy with the service and support which I have received. When I needed money for my daughter's wedding (she and her husband are both clients too) I was able to get it; and, at least as important, my personal pension fund hel...
You should remember that past performance refers to the past and it is not reliable indicator of future results.
Greg has done an excellent job in explaining to me in clear terms the current status of my pension assets as well as the options available to me in the future, in order to plan for a successful retirement. The annual meetings are a great way for me to watch the progress of the investments and b...
Yvonne has helped us with our financial planning over many years. She is very conscientious and has always put our interests first by giving us sound advice. She is totally trustworthy, extremely friendly and her service and support has been exemplary. We would not hesitate to recommend her to ...
This testimonial is written apropos of Mike Phillips of HJP Chartered Financial Planners who we met two years ago; since when he has assumed full custodianship and care of our pre-existing investment portfolios at HJP when retirement and ‘onset semi-retirement’ respectively confronted myself an...
Meetings with Michael are always very professional and yet personal to our requirements at the same time. He is very easy to talk to and always gives sound advice with options we can think about. Although Michael is very knowledgeable within the finance industry, he will spend time clearly expl...
Ben Moram has been fantastically knowledgeable in all manner of financial conversations and setups for us. I would highly recommend!
I have no hesitation in recommending Davy Worsfold to anyone seeking sound financial advice and guidance. The service he has given has been second to none at all times.
I have always found everyone at HJP to be really helpful, and what I find even more important reliable. I look forward to a future of them looking after my finances. Helpful, reliable and friendly. With my investments making good returns, what more could I ask for.
You should remember that past performance refers to the past and it is not reliable indicator of future results.
Mike is very personable, attentive and provides comprehensive financial information and advice. The clarity of information and advice is the best that we have experienced.
Steve is very good at explaining everything in plain simple English, which is good as then have a good understanding. Have recommended your services to friends and family.
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