"Bradbury Hamilton have been our financial advisers for several years. Initially they were responsible for managing our portfolio and suggesting changes to our investments. Discussions with them have been particularly useful during these times of economic downturn and we have felt that their advice has always been professional and driven by our interests rather than the level of commission paid. Where an investment has proved less advantageous than hoped this has been pointed out in the annual review with reasons for either retaining or selling.
More recently we have used the company for Inheritance Tax Planning. Here a fairly new scheme was recommended but, we felt confident, not before it had been thoroughly investigated and tested by Sheriar. He then put much effort into explaining the various aspects of the scheme and making sure we fully understood its implications. No one was too busy to clarify any point on which we were unclear.
AdminIstratively we find the level of service good, paperwork has been handled efficiently and quickly, and over the past two years efforts have been made to simplify the annual report and couch the summary in a form easily understood by the layman.
Although we are relatively small investors we have always been treated with courtesy and efficiency and given well thought out advice. We look forward to our continued association wit h the company."