Ultimate Financial Planners adviser, John Lansdowne, and his firm have provided financial advice for my late husband and I since September 2011. During this time the advice received, the care and attention given to us personally, and to our investments has been exemplary. Complexity has been simplified. We have always felt secure in the knowledge that our best interests are being served.
John Lansdowne of Ultimate Financial Planners brought a personal approach to our financial planning situation; he gave me confidence that he was interested in me as a person. Meeting with my wife and I, John warmly gathered a feel for our family. By building a picture that enabled us to consider our options, answering our questions and providing clarity, John tailored a plan to meet our needs.
We were very pleased with the courteous service Trevor provided. What we thought would be complicated turned out to be very straight forward, thanks to Trevor.
We were so impressed we referred Trevor to two other couples, who came back to us & thanked us once Trevor had been to see them.
We therefore highly recommend Trevor to assist you with your Wills & Powers of Attorney.
I am a new start up business. Peter was extremely helpful in giving me all the information I needed. He also met with me and my husband after hours to review our tax returns. Efficient and reliable, I would definitely recommend him to any small business
Barry Le Brocq
Thank you so much for all your help in setting up my mum's reverse mortgage. You helped us through each step and made it so easy to go through the process. I would definitely recommend your services to anyone I come across. Thank you again, Christine Richter
Thank you a million times over. I can finally rest my head in my own home. Didn't think it was a possibility, but thanks to you it is now a reality. Again, thanks ever so much. Warmest regards, Robin Ottaway