Most of the Clients of BTW Chartered Accountants are owner-managed businesses, high net worth individuals, and the like. As a partner in the firm my relationship with those clients is paramount and it follows from this that my partners and I choose with great care any organisations to which these clients are introduced. I can say that I am very happy to be able to refer clients to CFS Independent Financial Advisers – something I do on a regular basis – knowing that they will receive independent financial advice of the highest calibre."
K Williamson, Partner, BTW Chartered Accountants
"As an Adviser who deals only in Mortgage and General Insurance, I have found that being able to refer clients who need Investment or Pension advice to an Independent Financial Adviser who I can trust to provide them a first class service, has been invaluable."
Martin Clark , ASPRA Mortgage Solutions
"Our clients are obviously extremely precious to us and we are delighted to be able to refer them to CFS Independent Financial Advisers knowing that they will receive independent financial advice of the highest calibre… "
Andrew Reed , Reed Solicitors
"Nice to have someone explaining your investments in plain English and great to be able to ask the most basic of questions! We have found the level of professionalism and attention to detail exceptional and along with the personal touch it made our decision to use CFS Independent Financial Advisers a very easy one."
Mr L. V. & Mrs M. Siddle, Northumberland
"I have taken advice from CFS Independent Financial Advisers for over 10 years. Before then I was with a national IFA and I believe my ongoing portfolio was suffering because in their eyes I was just another account. In CFS Independent Financial Advisers I have found a personal, friendly service and a feeling of security with my finances. Their portfolio advice in these uncertain times has proved invaluable."
Mrs F. Harrison, Newcastle upon Tyne
"I have known CFS Independent Financial Advisers for nearly 18 years and, during that time, I have come to rely upon them for their skill in portfolio management and for their personal, yet professional approach. I feel they have exercised the highest standard of care and that's why I will always recommend them to anyone seeking financial advice."
Mr J. P. Leonard, Newcastle upon Tyne
"I have never had any doubt that CFS Independent Financial Advisers know the markets. Their portfolio advice has proved invaluable in what have become turbulent times. I have had no hesitation in recommending their services to family and friends."
Mr C. Pringle, Northumberland
"Not only has CFS Independent Financial Advisers spent the initial time with me but also they continue to meet me on an ongoing basis to ensure that my portfolio is managed in line with my changing needs. Through their expertise they have provided me with a healthy, well-managed growing portfolio with regular communication. Importantly, I now have a feeling of trust, reassurance, stability and the knowledge that they know me personally as a client, not just as an account."
Mr E. O'Hara, Newcastle upon Tyne
"I have dealt with CFS Independent Financial Advisers for a number of years and have always been extremely pleased with their friendly, helpful and highly professional service. In particular, their investment portfolio advice has been exceptional. I have no hesitation in recommending them to family members, friends and business associates."
Mr. K. Riches, Tyne & Wear
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