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Testimonials

Here are some comments that clients have made about our services over the past years. We keep the originals in our office, should you wish to see them. You can let us know your views by registering and completing our online form.

Spectrum Financial Planning has been able to create bespoke solutions for our highly specialised business financial planning requirements. But more importantly, they have gone on to support our fast expanding business needs consistently and reliably. I have no hesitation in recommending their services to other businesses, at any level.
David Williams, Chairman of Avanti-Communications plc

I first met Peter Oddey in 1994 when, after I had become redundant and found new employment, with Peter's able assistance my existing finances were sorted out and arranged in to more profitable pensions and savings schemes. I have remained with Peter throughout the changes he has made in the course of his career and had no hesitation in transferring my affairs to Spectrum Financial Planning when it was established. The personal, friendly but very professional service has continued and I am certain that when I retire in the not too distant future, my finances will be and continue to remain in good and advantageous order.
Alan J. Palmer, TechRICS, ACIOB, MRSH

Peter was professional and efficient in dealing with a complete revamp of my pension arrangements. He took time to explain things over the phone or in meetings, coming to my home in the evening on two occasions. Recommendations were always followed up promptly with a written report. I would have no hesitation in recommending Spectrum to anyone looking for a financial adviser.
John Field – Bursar – Keble Preparatory School

I first asked Peter for advice at a time in my life when I was responsible for three young children, too busy to get to grips with our financial future yet believed I was not earning enough to save. He calmly took a complete case history from me, came up with solutions to my immediate problems and devised a savings and investment plan that enabled me to cope with driving lessons and university fees while starting a modest provision for a hoped-for early retirement. Much has changed since those days: the children have grown up and become financially independent, my job changed and I decided not to retire early. Peter's, and now Spectrum's, plans have been flexible enough to take account of the changes in my life and the investments they've suggested mean that I'm now looking forward to a comfortable retirement.

I've learnt a great deal about money matters through the advice I've received. Different options and types of investment have been described in sufficient detail without being patronising. If I've had a query or needed advice in an emergency I've always received a prompt and reassuring response. There are enough things to worry about in life but for me investment decisions haven't been one of them.
Professor P. J. Standen, BSc, PhD, C Psychol

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The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

Spectrum Financial Planning is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 433054