Clients Testimonials
Testimonial From Director at Yorkshire Based Niche Family Law Practice
Director at Yorkshire Based Niche Family Law PracticeI have worked with Elaine on a number on matters, some straight forward, and others a lot more complex. I frequently find myself recommending her to others. She is simply excellent at what she does.
Testimonial From Mr. & Mrs. W., York
Mr. & Mrs. W., YorkWe were introduced to Elaine in 2009 when our then financial advisor sold on his business, this sale backfired and we were left somewhat in limbo. Elaine guided us through this uncertain journey, during which the company handling our pension investments was changed to a smaller, local hands on company who are more able to react quickly to the horrendous ups and downs of recent times, it is a pity we were not in her hands ten years ago. We have found her to be forthright and honest, with advice and detailed explanations. Elaine and her team always deal with any queries quickly and efficiently so we have complete confidence in the company.
Testimonial From Mr. & Mrs. SB., Holmfirth
Mr. & Mrs. SB., HolmfirthMy wife and I met Elaine Gwinnet in 2007 after searching for someone to help us with our retirement plans. We were initially attracted by her qualifications and standing in the financial community, and as we grew to know her we have found her to be not only highly accomplished in her field but also extremely caring and sensitive in the way she deals with her clients. She contacts us on a regular basis to review our pension arrangements and to make sure we are on track to achieve our goal of early retirement. We have already recommended her to several of our friends and colleagues and would have no hesitation in continuing to do so.
Testimonial From Mr. & Mrs. H., Leeds
Mr. & Mrs. H., LeedsForty One Consulting have continually provided a professional, efficient, friendly service with the patience to explain the detail at length to give added support and understanding where required.
Testimonial From Mr & Mrs H, Driffield
Mr & Mrs H, DriffieldCongratulations on your new venture and good luck. We always like to see and support initiative and independence and so admire your spirit.
Testimonial From Ms H, Kingston upon Hull
Ms H, Kingston upon Hull...I followed her advice... She has remained my Financial Adviser ever since and I would not dream of anyone else doing this... My divorce was quite stressful, as these things are. My husband had a pension with his company that he had been with for over 29 years. After 28 years of marriage, my solicitor recommended that I would be entitled to a proportion of this. He introduced me to Elaine saying that she was a professional in this area and could help to arrange this on my behalf. I had no idea of what was entailed. By talking to me, I told her that my husband was to be offered an early retirement package and would be able to have his pension paid from the moment he retired. After further talks, she recommended that I wait until this happens as I would receive more of this pension. I followed her advice, including having a professional report undertaken to ensure that I get the correct amount. This advice meant that I actually received pension money of approximately £50,000 more than I would have if she had not become involved! This didn’t even disadvantage my husband. She has remained my Financial Adviser ever since and I would not dream of anyone else doing this.
Testimonial From Mr GEA, York
Mr GEA, York...I found that Elaine talk things through in an understandable way – without sounding condescending or too technical... I initially met Elaine by being referred by my accountant. Working in the Building industry means that I don’t have much time to look at investing my monies or saving towards retirement. I found that Elaine talk things through in an understandable way – without sounding condescending or too technical. She ensures that there are regular reviews and I know that if I do have an enquiry she will handle this efficiently and effectively.
- Investement Risk
It can sometimes be difficult to understand Investment..
- Managing Your Investements
Our clients invest for a variety of reasons including to plan for their own future
- Managing Your Tax Liability
With the likelihood that the tax burden will increase over the next few years..
- Retirement Planning
Retirement planning has always been complicated and, despite efforts to simplify..
- Retirement Options
The options available at retirement are now far more flexible than a few years ago..
Useful Links
- CII Chartered Financial Planners
- IFP Institute of Financial Planning
- Independent Financial Adviser
- Resolution - first for family law
The information, guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Money Made Clear
Authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We can be found on the FCA Register under Registration No.457620