Value, Outcomes, Service & Experiences Matter

Our vision is to be best practice in everything that we do for our clients; in terms of the value, outcomes, service and experiences we deliver to our clients.

To measure the progress of our success in achieving our vision, every year we conduct an anonymous client satisfaction survey. Year on year our results have improvedWe recently achieved the following scores:

  • 91% in value for fees paid
  • 94% in client experience and satisfaction in our services
  • 0% of our self-funded retirees, successful business owners and professional families are considering leaving.

Our clients value & refer us because..

“They were referred to me by a good friend and everything he told me they would do, they do. Hence, I would not and have not hesitated giving their names to people I know.”

I often recommend their services.”

Happy to recommend ITL any time”

“I have previously referred friends who have been very satisfied with their services and financial expertise.”

“We are financially better off thanks to them.”

” ..I believe they provide sound advice at reasonable rates.”

” ..I have confidence in ITLFP to look after my financial needs.”

” ..of the success over 20 years!”

“I have previously done so and no complaints whatsoever from those introduced.”

“I have already referred friends due to high integrity of ITLFP business and people.”

“..of the relationship and experience.”

Our clients trust us & the outcomes we deliver

“We believe in them”

“We trust Nick’s skill and believe he is also very trustworthy – he takes his job very seriously.”

“He is friendly, available and gives me confidence that he has our best interests at heart.”

I no longer worry about looking after my finances

“They have always helped me with issues I have had to deal with since being on my own.”

“A 20 year proven record

“I consider that Nick and Shereen are very competent and understand my financial position/age etc and provide me with good advice in a very timely manner.”

“I have always had confidence in him and my financial situation seems to improve

“They have always provided me with sound financial advice.”

“I have trust in him and his integrity.”

” I have confidence in ITLFP to look after my financial needs.”

They provide a “tailored and personal approach.”

“Nick and Shereen are both capable and kind.”

Our clients receive excellent service & experiences

“..we are totally satisfied with the service provided.”

“Nick and his team provide excellent service.

They are very intelligent people who know their jobs and what it takes to look after their clients.”

We appreciate the service, prompt response to any queries and advice we have received right through the whole time we have been with Graham, Nick and the team.”

“All our financial matters are handled in a highly efficient manner by very experienced professional individuals.”

Great team, excellent service, sound advice and a pleasure to work with

“I am extremely satisfied with all aspects of the service.”

“I am extremely happy with the help advice and service they have afforded me.”

“We are satisfied with the services we receive and every other aspect within his control.”

“My financial adviser has been in constant communication through phone if I have had any queries and email updates eg. market updates with US election.”

“We are kept informed and advised on a regular basis and we are happy with the service they provide.”

Trusted adviser who understands our situation and future needs. Very open, clear communication on opportunities / risks associated with our investment strategy. ”

If you want a trusting relationship with an adviser who will look after your financial needs so you can enjoy life, contact us now.

Testimonials