Testimonials - Jardine Finan - Independent Financial Advisers

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What our clients say about us


quote iconI want to especially thank you for the assistance, guidance and attention you have given me. The mental peace I now have regarding my financial matters, is solely due to you and for this I am deeply grateful. You mean a lot for us. Stephen B. Sunderland

"You've doubled my fund in 2 years!  that's bloody brilliant Darren L. Cumbria

" David provided me with exactly what I needed for my current circumstances and accessed a product which I would not have been able to access without his help. Carole S. Cumbria

" David has provided me with financial advice for a number of years and I have found is advice and guidance invaluable. David\'s understanding of what I need from my financial arrangements is first class and I wouldn\'t hesitate to recommend him to others. Kelvin F. Tyne & Wear

" Extremely good at explaining complex investment issues in plain English. Excellent assessment of personal needs and attitude to risk. Dr W. Cumbria

" David Finan gave clear no nonsense advice which is hard to find and has proved very rewarding for me.
He listened to what I had to say and tailor made my investment to suit the risk I was comfortable with.
Good job. Gavin F. Northumberland

"David discussed my options in such a way that they were very easy to understand. This gave me confidence in the decisions I made." Mabyn, Cumbria


"David provided a prompt and highly informative service, quickly gained a full understanding of my priorities and requirements, and offered the advice I was looking for. I would have no hesitation in recommending David and the services he offers. Guy, Cumbria


"David has been extremely helpful by advising me the best route for my circumstances through complex and changing pension regulations. He has guided me in my choice of fund in order that I am able to have the flexibility of investment that I am looking for and always been available when needed. Richard, Lancashire


"Carefully ascertained my financial situation, plans I had for the next few tests and the level of risk I would be happy with before going through his suggestions in an unhurried manner. He is very approachable, easily contactable & responds promptly to any questions or concerns. Ian, Cumbria


"David provides clear and consistent advice on a range of topics and services. He is an excellent communicator and ensures that he has researched a wide range of options. His service is efficient and timely and he willingly assists with complex paperwork.Jennifer, Lancashire


"David Finan has beem most approachable by phone, correspondence and by personal visits to my home. His responses to questions are clear and informative, to the point. Besides direct answers, he is careful to include response to peripheral issues which could be significant. His services have been most helpful, and are most appreciated by my wife and myself.Jack, Cumbria


"I was extremely impressed and confident with the advice and support received during the process of purchasing care cost protection for an elderly relative. David and Nicola made the process understandable and did not mind at all as we dithered about before finally deciding.David, Shropshire


"David was very good with what advice I needed to know. He explained every thing very clearly and calmly. He did all the paperwork for us to get things moving, Within a month our Equity Release was coming through.Carol M, Cumbria


"Excellent listener, made clear that he fully understood my current situation and future investment goals. Advice on pension options, and on low cost pensions and investment service providers, has worked out very well for me over a period now extending to several years. Clive, Cumbria


"David Finan has given good advice not only in a professional and friendly way but is a good listener. I have no hesitation in recommending him to family, friends and the wider community. Jacqui, Cumbria


"I have no knowledge or understanding of the financial market. I was recommender to see David Finan by a friend. David has helped me to invest the proceeds from a house sale with excellent results, especially in the present financial climate. His knowledge of the various options available is excellent and the advice given was tailored specifically to my requirements. After care communications are regular and I feel that, should I have any questions or financial problems, I can contact him immediately.Jaci, Northumberland