Testimonials

Details: Written by Super User; Category: static; Published: 06 November 2018; Hits: 32

Testimonials

Here are some things our clients say about us!

"I was approached by Trafalgar homes in 2015 regarding the purchase of my home and garden area to the rear and side. I can genuinely say that I have never experienced such a welcoming, smooth, efficient and business transaction in my life. From start to finish the entire process was both professional and friendly. I have remained in contact with Trafalgar Homes and Justin Barnes, with them subsequently assisting my Daughter and I both find new homes."
J. Austin - West Midlands

"In early 2016 I contacted Trafalgar Homes, based on a recommendation from an existing customer, whose opinion I valued. The approach was in relation to whether it would be viable to gain planning permission to the rear of my property and if so, what could I sell my property for and would they be prepared to purchase from me. Delighted would be an understatement, from how happy I was from the moment Justin and Dean first left my property, to the day we agreed, shook hands and signed on a deal. "
M Johnson – Worcestershire

"Working as an investment banker for 25 years made me believe I didn’t need help within any financial sphere. This being until I met with the Dean Standley, who allowed me to realise the immense benefits of transferring my UK pension into a SIPP and thus being able to move away from a defined benefits scheme with a fixed income and into a scheme with freedom, early access and the ability to leave funds to my loved ones. Thank you TOLW, Trafalgar Group and Dean for carefully guiding me through the entire SIPP transfer process to my 100% satisfaction."
S. Anthony – Los Angeles

"As an expatriate with the mindset that I would always return to the UK one day, I never thought to become involved with my UK pension, until I was referred to Trafalgar Group and TOLW by a UK based colleague. Following a two very informative personal meetings and a little research I transferred my UK pension to a SIPP with the group and i have been more than happy with capital protection and great returns for the past three years."
T. Penn – Exxon

"I transferred my UK pension with Worldwide into a HMRC approved QROPS and I have continually welcomed the benefits of the transfer and the ongoing advice"
David S

"Dean Standley -A highly qualified and versatile professional offering expert advice and guidance in the offshore investment sector to natives and expatriates. Dean demonstrates a vast array of knowledge and profitable investment advice with constant continuity and unrivalled levels of client service."
Olga Sergienko -Director of Communications at China World Summit Wing Beijing

"Tower of London Worldwide offers me the financial advice and instruments that I need to invest in a secure retirement while remaining free to live and work where I choose."
??? Brenn S.

"Tower of London Worldwide is a great partner, and has helped clarify and undertake my wishes and ideas."
??? Christine M.

"I???ve been very impressed with Dean Standley???s work and service. He really took the time to understand my business and personal needs. He created a personalized saving pension plan that I believe will help me when I retire. I really appreciate the time he dedicated to helping me to have confidence in the future."
Pavel Fedusenko-Sales Manager Shell Chemicals Russia

"I am very happy with the service and advice I have received from Tower of London Worldwide. They truly stand out in taking good care of their customers."
??? Daniela G.

"I approached Tower of London Worldwide in 2004 as i needed some assistance in investing my savings and the level of competence and professionalism was absolutely top class. An agent was always on hand for queries and my investment portdolio is now paying off dividends. I would just like to thank Tower of London Worldwide for your efficiency and helpfulness during the last 4 years and best of luck for the future and i would highly recommend them to anyone looking to investment their money in.
??? Andrew D.

"As an expatriate working in the Netherlands, I felt for quite some time the duty to start doing some savings for my near future. Tower of London Worldwide turned out to be the perfect solution for what I was looking for, helping me understanding and setting up a flexible saving scheme aligned with my needs and without having to compromise my normal life style."
??? Frederico F.

"My association with Tower of London Worldwide over a few years has confirmed my confidence in their integrity and skill in handling my financial affairs. Even minor and/or impromptu enquiries and problems have received immediate attention and recognition that, to me, they may seem important issues."
??? Stephen E.

Tower of London Worldwide had been recommended to me by one of my work colleagues who had had personal dealings with him. After considering the proposals I decided that they were the closest to my own financial planning approach and seemed to have my best interests at heart.
??? Alistair B.

The services on offer meet our needs well. Nothing seems too difficult for them. Our advisor has helped us consolidate our finances both before and after our retirement. Their knowledge of, for example Estate Planning and many other aspects direct or indirectly associated with our retirement planning have been invaluable.
??? Alison and Wouter K.

WHAT DO YOU CHARGE FOR A FINANCIAL PLANNING CONSULTATION?

There is no charge for any initial or subsequent meetings with a Tower of London and you are under no obligation to follow any of our recommendations. In the event that you decide to act on our recommendations, we receive an industry standard fee from the financial institution providing your chosen product. The fee is paid providing we provide you with an ongoing level of advice and adhere to the parameters of the provider.

This fee forms part of the costs of the product(s) themselves and will be clearly outlined in both the literature and personal recommendation report that will provided as part of the financial planning process.

DO I NEED TO BE "WEALTHY" TO QUALIFY FOR YOUR SERVICES?

No. We offer a comprehensive financial planning and consultation service, whatever your circumstances, asset or income. The most important issue is to identify your needs, shortfalls and objectives and then to plan accordingly with one of our professional advisors, to work towards achieving these targets over the medium to longer term.

Some of our customers choose to address their needs with a lump sum investment or redistribution of existing assets, others via regular (monthly or annual) savings and many using a combination of the two. As every situation is unique, establishing a bespoke personal financial plan is an essential first step.

CAN YOU CONTINUE TO LOOK AFTER MY AFFAIRS IF I MOVE TO ANOTHER COUNTRY?

Yes, in fact a fairly high number of our customers no longer live in the countries they originally met with ourselves and began their planning. All of our product providers have secure client websites so that you can see the current value of your accumulating investments at any time and our administration department will also endeavor maintain regular contact with you wherever you are through the normal methods of communication.

Your personal adviser is, of course, always contactable by telephone, skype, fax and email at any time and we also regularly make overseas trips to service existing clients and to acquire new clients in jurisdictions where we are not located.

Where appropriate, we will also provide you with any tax implications in certain jurisdictions you may have relocated to.

HOW IMPORTANT IS BEING INDEPENDENT?

Tower of London Worldwide is completely impartial and independent. We are 100% privately owned and have no corporate shareholders. We can select products and services from a very wide range of Banks, financial institutions and life companies. This means our clients get access to the very best products and funds available from the leading industry providers, often with large discounts on "standard" entry fees.

We provide our clients access to a wide and diverse range of investment opportunities and funds that are normally either unavailable to retail investors or carry prohibitively high initial investment levels that would prohibit most private investors from being able to access these instruments

HOW DO I KNOW I AM RECEIVING GOOD ADVICE?

All of our advisers are highly experienced and qualified financial services professionals. We have extensive internal examination and competency regular testing procedures (over and above those required by our regulator) and all of the recommendations made by our advisors are scrutinized by our internal Compliance Officer to ensure that the correct advice has been given and is appropriate to each client's circumstances, affordability, objectives and risk profile.

Your adviser will arrange to meet with you personally at least twice a year to conduct a review of your existing holdings and personal circumstances and in the meantime will keep you informed of all relevant information, updates and opportunities.

HOW SECURE IS MY INVESTMENT?

We only work with large financial institutions whose products are also subject to strict regulatory supervision. The underlying assets/funds are owned by trustees or nominees on behalf of the insurance company with which the contract is arranged.

Whilst it is very unlikely that any insurance company will fail, European legislation requires financial institutions to hold guarantees or assets matching the value of investment premiums they receive and other jurisdictions, such as the Isle of Man, have similarly high levels of investor protection legislation, all of which means maximum security and peace of mind for the investor.

WHAT ABOUT LEGALITY AND COMPLIANCE?

When selecting a professional financial advisor, you should always check that the company is properly registered and licensed in the relevant country. Tower of London worldwide is regulated within all jurisdictions that we operate within.

WHO MANAGES MY INVESTMENTS?

The underlying funds that are associated with any insurance/investment products we recommend are managed by the world's leading investment houses, specially selected for their performance and strengths by the product provider or insurance company in question. Within one investment product you have access to a wide range of fund managers and can switch between these at little or no additional cost.

A diverse range of funds and asset classes means that all risk and currency profiles are catered for and each investor can tailor their own specific strategy; from low-risk stable returns, to general managed funds to specialist funds focusing on particular geographic areas or industries. In all cases the objective is to maximize the return within the risk/currency profile of each client.