Testimonial – Financial Dimensions UK Ltd

Home > Clever Thinking > Testimonials > Testimonial – Financial Dimensions UK Ltd
By CleverAdviser in Testimonials on Dec 04, 2015

“Excellent service and all of my needs have been met, including presentations to Professional Connections.”

Margery Gledson, IFA – Financial Dimensions – 6th June 2011

“The Clever Adviser system is in a league of its own; creating special relationships between me and my clients and, up to now has increased opportunities to create extra investment business. I wish we had discovered this system years ago!”

Fari Serajian, Director – Financial Dimensions – 9th June 2011

Related Posts

Testimonial – Advisa Hepburn Oracle
By CleverAdviser in Testimonials on Feb 04, 2016
“CleverAdviser has allowed us to provide a much enhanced investment monitoring service. This has resulted…
Read more
Testimonial – Martin Aitken Financial Services Ltd
By CleverAdviser in Testimonials on Jan 31, 2016
Clever Adviser have made the implementation of a large number of personalised client portfolios effective…
Read more
Testimonial – D J Lawrence & Associates
By CleverAdviser in Testimonials on Jan 23, 2016
“We have a great relationship with our clients, based on a clear understanding of what…
Read more
Testimonial – Freedom Financial Planning
By CleverAdviser in Testimonials on Aug 23, 2014
“The frustrating thing is Nick… why didn’t I come and get this planning 10 years…
Read more
Testimonial – CRS Consultants Ltd
By CleverAdviser in Testimonials on Mar 05, 2013
‘I am very pleased with the Clever Adviser system and our clients are…
Read more
Testimonial – Hill Oldridge Ltd
By CleverAdviser in Testimonials on Jan 20, 2013
“If I could describe CleverAdviser in three words, they would be: process driven, unemotional and…
Read more
Book a demo