Testimonials

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Stuart W Sapcote, Chairman, Sapcote Group plc "I have dealt with Howard Sheard of Westminster Wealth since 2007. Over this period of time he has always given me well researched and impartial advice both on products I have asked him to investigate and those which he has suggested would suit my personal and business needs. Whenever I have proceeded with a product, the administration has been thorough and efficient. A particularly complex transaction was the transfer of the administration of my pension scheme across from 3/4 different providers. This transfer was carried out on Howard’s advice to not only streamline the paperwork but to save me money in terms of fees. I believe that not only does Howard make me money, but he saves me money as well. Knowing he is keeping an eye on my investments leaves my mind free to concentrate on my business interests.”
Keith Brownlie, Group HR Director, Informa Plc “WWM have been significantly involved in Informa’s schemes, particularly the introduction of flex which has been in operation for some 5 years. WWM currently provides advice for the Informa Final Salary Scheme… they have made significant savings at a time of extreme market volatility and we have been very satisfied with the professional advice they have given”
MD, Investment Bank “I have worked with Jamie Perkins for several years now on tax planning, critical illness cover, life insurance, and various investment opportunities including VCTs, EIS, and most recently absolute return funds. Over this time Jamie has taken great care to understand my personal situation and finances sufficiently well to be able to filter opportunities on my behalf and to ensure that any ideas he raises with me are worthwhile. Of course it takes two to tango, and one of the reasons Jamie has got to know me better than most (including my “private banker”) is that I trust him with some of my most personal financial information and life plans. The army of salesmen who cold call me on a regular basis get short shrift in comparison! The other acid test is dealing with problems which will inevitably arise from time to time. Where I have had the occasional problem, Jamie has always been there to get it fixed as best possible and to leverage his relationships with the underlying providers if necessary to come up with an equitable solution.”
Hamish Bullough ex-Managing Director in the Equity Division at Citigroup “I have worked with Howard Sheard for the past three years. He has advised me on how best to consolidate and invest my pension rights, which I accrued through occupational schemes and personal contributions throughout my career. Throughout the period I’ve worked with Howard, I’ve found him knowledgeable, professional and responsive. I’ve enjoyed meeting him and working with him, and am confident that the investments I’ve made with his help and advice are appropriate and will be successful.”
Senior Board Member, Top 5 UK Investment Bank "I have had the pleasure of working with Jamie for a number of years. I have always found him attentive, objective and very professional with a full understanding of the products which he deals with."
Charles Aram, Investment Manager and Director, Henderson Rowe Limited “We have introduced Howard to many of our clients and he has to the best of our knowledge done a professional and thorough job at a reasonable price. He is always responsive and we are confident of his abilities and he has a helpful, can-do attitude.”
S.R. Ophthalmologist "We've used WWM for investment planning for three years. We have been extremely happy with the service we have received, even in these difficult financial times. The advice has always been sensible, thoughtful and in keeping with our needs. Additionally they are never pushy, and more than happy to recommend solutions that do not generate big or even any commissions for WW."
J Ruffle, Director “I didn’t expect to find somebody who was prepared to spend so much time in helping me understand this complex area of financial planning. I now have a good understanding of pension planning as well as the specifics of many different plans.”
Stewart Moore “It is thought that moving home is one of the most stressful activities we do; luckily our mortgage was through Westminster Wealth. All the hassle was removed; their team liaised with the lawyers on both sides, and more importantly the mortgage provider to extend the offer. Our remortgage was a no brainer… use them and you won’t be disappointed.”
S George, Director “I first met Howard whilst going through my divorce. He patiently guided me through the issues and advised me on money matters through that difficult time even when I wasn’t in a position to invest anything. More recently he negotiated an amendment to my employer’s executive scheme which resulted in a higher contribution at no extra cost to me (or my employer).”
MH, Senior Partner, leading London law firm. “I have benefited from the excellent financial advice provided by Patrick for the better part of the last 20 years. Patrick has a great knack for providing inherently complex advice in a clear and readily-understandable way. I have always had complete trust that the proposals he has made are very much in mine and my family's interests. And, last but not least, he makes the whole experience of parting with one's immediate hard-earned money to provide some often distant and remote return a relatively enjoyable experience which has to be counted as a remarkable talent.”
Ewan Phillips, Managing Director of Deltex Medical Group Plc “Howard has been advising me on my personal finances since 1994. His knowledge and expertise grows continually. This meant that following taking the company to AIM Howard’s thorough and diligent work was invaluable in reviewing and structuring our corporate benefits package correctly. He works hard to understand our business and add value through creative suggestions.”
Louise Gelling, Deloitte "I have dealt with WWM on numerous occasions over the past few years, starting with a simple remortgage and moving on to pensions and then onto other investment advice. Jamie has helped me to determine the types of products that would interest me, that suited my needs and made the process of investing in them extremely easy. I have always found Jamie to be extremely knowledgeable, professional and proactive and will certainly be looking to him, and WWM, for advice and support in the future."
MD, Investment Bank "I have worked with Jamie Perkins for several years now on tax planning, critical illness cover, life insurance, and various investment opportunities including VCTs, EIS, and most recently absolute return funds. Over this time Jamie has taken great care to understand my personal situation and finances sufficiently well to be able to filter opportunities on my behalf and to ensure that any ideas he raises with me are worthwhile. Of course it takes two to tango, and one of the reasons Jamie has got to know me better than most (including my “private banker”) is that I trust him with some of my most personal financial information and life plans. The army of salesmen who cold call me on a regular basis get short shrift in comparison! The other acid test is dealing with problems which will inevitably arise from time to time. Where I have had the occasional problem, Jamie has always been there to get it fixed as best possible and to leverage his relationships with the underlying providers if necessary to come up with an equitable solution. "
Harvey Bertram-Brown, Creative Director "Westminster Wealth have always provided friendly advice that is easy to understand. They explain things in such a way so that I can feel comfortable about making decisions on my finances. I feel that they treat me as an individual and tailor their advice just for me."