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Customer Testimonials

testimonials for financial adivser

I would like to take this opportunity to thank Warwick Wright Financial Services for their expert help in dealing with my private pension plan. The amount they managed to acquire on my behalf was substantially more than my pension provider was offering. I found that they dealt with all my business in a professional and gentlemanly manner. I have no reservations in recommending Warwick Wright Financial Services.

Mr R Hardman - Jan 2012

David arranged the realization of my pension with impeccable and meticulous professionalism throughout to maximize my benefit. Similarly, this can also be said about his advice on investments. He's a great down to earth bloke too! I have no hesitation to pass on my recommendation.

Stanley Radford -Jan 2012

The Mortgage has been completed today! Horahh! Thank you so much for all your help and support, it’s been great working with you again. See you in 5 years.

All the very best to you and your family for Christmas and the New Year.

Sam & Rachell Giles - December 2011

Having dealt with Warwick Wright for many years we felt that we just had to put on record the enormous value of your particularly shrewd advice when on retirement we had a lump sum to invest. The investment Bond suggested has performed really well despite the recent recession, enabling us to finance our daughter through university and to build the conservatory of our dreams.

Thank you also for your most timely advice in securing our recent mortgage with the C&G, we really do appreciate the hard work you put in to beat the mortgage offer deadline. Had you not done so we would not be enjoying the excellent repayment terms that we have today.

We have no hesitation whatsoever in recommending you to our family and friends, in which respect our Daughter will be contacting you shortly to discuss her pension investment options.

Thank you again and we hope to see you soon.

Mr P J & Mrs D Addison - December 2011

I first met David in 1999 when he joined Warwick Wright Financial Services. My first impression of him was of a very pleasant, go ahead and professional gentleman, which he has turned out to be. Nothing is too much trouble for him, and any queries are dealt with there and then, with no fuss at all. Since David has taken over the management of my affairs the return on investments has been more than pleasing. I have no hesitation at all in recommending David to anyone as an Independent Financial Adviser.

Mr John Corbett - Shrewsbury - December 2011

I came out of the process feeling that I’d had a friendly, impartial, and above all good advice over my pension provision (pension transfer). Full Marks.

Peter Griffiths - Myddle, Nr Shrewsbury - December 2011

David always manages to find the best options on the market. A very personal, thorough and prompt service.

Alan Bucknall - November 2011

We have been with David for 6 years, and we are very pleased with the way he has handled our investments, he has been very honest and helpful with all our transactions.

Jimmy and Joyce Hughes - November 2011

My sincere thanks and compliments to David Masters of Warwick Wright Financial Services for all of his expertise, advice and help regarding my Pension in Retirement. I would personally recommend this firm to anybody who needs independent advice!

Mr Spencer Wright - London - June 2011

I found David Masters of Warwick Wright to be very helpful in guiding me through my pension application process and would not hesitate to recommend him to anyone.

Stuart Bishton - May 2011

I have used the services of Warwick Wright for several years now and would recommend them to friends and family. I find David Masters a very friendly man and most professional and am confident to be guided by his expertise.

Patricia Rice - May 2011

With David Masters easy to understand help and advice, not only did I obtain the right Annuity Pension for my requirements, but also a better one financially, and I never even met him personally. I would wholeheartedly recommend David to anyone seeking professional financial advice.

Alan Oakland. - Feb 2011

As an Equitable Life policyholder I had low expectations following so many years of uncertainty. David at Warwick Wright stepped in and I am delighted with the result. I was genuinely surprised at the outcome and am now delighted to recommend their services to anyone approaching retirement and looking to maximise their income at this important time.

Graham Swan - Civil Servant (Retired) - Feb 2011

Thank you for your help in maximising my pension at short notice. The service you have given has been most efficient and courteous in an age of poor service and bad manners. If this had been e-bay you would be a 5 star and recommended e-bayer.

Colin Wilkinson - Cheshire - Feb 2011

Without the help of Warwick Wright Financial Services and Mr Masters in particular, I would not have realised the amount of pension received from my pension pot.

Mr David Page - November 2010

Once again many thanks for your time and excellent advice on my investments, which again has proved to be a winner.

Mr John Corbett - November 2010

Just to say a big "thank you" for the help and advice you gave me sorting out my pension. I appreciate how you made the whole difficult process much easier to understand and that you responded so quickly to any questions I asked you. Thank you once again for steering me through the pension minefield!

Jim McCue, Edinburgh- November 2010

I found my meetings very comfortable and very helpful. David also advised me of the best roads to go. All sorted out very promptly. Many Thanks

Mrs Sharon Griffiths, Shrewsbury - November 2010

About 10 months ago I received from Warwick Wright Financial Services a guide on how to increase my pensions without having an annuity from the companies who I had been saving with for over 20 years.
I would just like to say that on contacting David Masters, he has helped my wife and I in arranging our pensions and has increased the monies which we will eventually receive. I have found David extremely professional and knowledegable in every way.
My wife and I are so extremely pleased with his care to detail and his negotiation skills on our behalf. This is the first time that I have written a testimonial to a financial company and I would thoroughly recommend anybody with doubts or problems regarding their annuities and other financial services to contact David Masters at Warwick Wright Financial Services.

DR & E M Clarke - November 2010

Once again many thanks for your time and excellent advice on my investments, which again has proved to be a winner. Once again thank you, and may you go from success to success.

Mr John Corbett - November 2010

Without the help of Warwick Wright Financial Services and Mr Masters in particular, I would not have realised the amount of pension received from my pension pot.

Mr David Page - November 2010

Very Prompt Service. Easily arranged and would definitely recommend to others.

Mr David White of Hertfordshire. - September 2010

When the time came to cash in my two pensions, I had no idea what to do, it was all a complete mystery to me. Someone I had thought for a number of years was the financial advisor for one of my pensions, did not contact me at the time I received notice from the pension company of the benefits due from them, and I was unable to make contact with him, then fortunately for me, I read a letter I had received from Warwick Wright, and phoned them, from then on everything was sorted by David, and my concerns for my future pension were dispelled.

I have been kept informed of everything throughout, it has been a pleasure to call the office, as when I did, all my questions have been answered with kindness and patience, and very promptly indeed.

I have received hard copy of all the research etc done by David on my behalf, which has enabled me to make some sense of what was previously a completely baffling set of figures and possibilities for future investment.

I can only think how fortunate I was to receive the letter from Warwick Wright when I did, and can not praise enough the service I have received at all times, or thank you David, and indeed all at Warwick Wright, enough for all your help and kindness.

Joe Farrar. - September 2010

We are very pleased with the service provided by David Masters at Warwick Wright Financial Services. Everything was explained to us very clearly.

Charles and Susan Nicholson. - September 2010

In all my dealings with Warwick Wright Financial Services and especially with Mr Masters, I have found his service prompt, factual, speedy and above all, down to earth, using language I could understand. If I was not sure of any part of the agreement, an explanation was readily available. 10 out of 10 for the service he provides.

Philip Purnell - July 2010

David is such an approachable person. He explained my options in “lay-mans” terms, with no hassle, which gave me every confidence in allowing him to arrange my annuity.

Pete and Avril Griffiths - April 2010

Having dealt with David Masters for approximately four years, I have no hesitation in recommending him. I am pleased to say he has just arranged an annuity third way plan for me. This has given me higher monthly payments over a normal annuity with the knowledge that my wife will get 100% of the plan should I "pop my clogs".

I will continue to use Warwick Wright for my investments as I don’t think I could find anyone more knowledgeable or competent.

Colin Baily - March 2010

You have been absolutely brilliant, and all has gone smoothly. I have the lump sum in my account, and they tell me that my first monthly payment is scheduled for the 15th of each month starting next week.

I have enjoyed my time in education, and have some amazing memories of the various music groups that have performed in venues from The Royal Festival Hall to St Peter's Basilica in Rome. I loved every minute of such amazing highlights - but put something like a pension plan in front of me and 'Help! where do I go with this?'

So I am sincerely grateful for your advice, and for sorting everything out for me. Do not hesitate to point future clients in my direction should they need confirmation of your efficiency and financial integrity.

Very best wishes

Mr Carter

Many thanks to you and your office for the help you gave us in obtaining a mortgage with the C & G for the purchase of this property. We moved in a few days ago and we are delighted with our purchase.

Mr & Mrs Ray J – Oxford

Thanks for all your help with the mortgage, etc. Keith and I are most grateful for putting up with us and being the person you are. Please enjoy this (wine) with our best wishes.

Mr & Mrs Keith L – Shrewsbury

Thank you for all your help, patience, understanding and coffee. Best Wishes.

Mrs & Mrs Colin H – Shrewsbury

Dear David, Thank you again for your efficient and helpful advice and service………. and the flowers. They are still looking lovely. See you in April. Best wishes

Mrs Rosemary K – Shrewsbury

David Just wanted to say a massive thank you for your help and patience in sorting out purchase number 3. Until the next time….. All the best.

Miss Nikki M – Bristol

Dear David, Just a little card to say thank you for everything you have done. My financial situation has not been easy and you took that pressure off me. I have decided to not go ahead with the pension, but I am interested in a savings plan instead. I still need you to sort out my Will and promise to get in touch as soon as I get time, busy at work hence not being able to answer my mobile. I will be in touch very soon.

Miss Joanne L – Telford

Dear David, thank you for helping us with our move and making it as stress free as possible. Speak to you in the future, kindest regards.

Miss Lisa V – Telford

To David, thank you so much for finally sorting out my pension. The time they were taking, I’m lucky I've had it before I retire!! Thanks for all your help, it is much appreciated. Best wishes.

Mrs Stephanie D – Roden

Dear David. Please find enclosed your cheque as promised. Thank you so much for all of your help and support during the completion of my first mortgage application. As you are aware, I have never done anything like this before and with little financial knowledge, I found this a very scary prospect, particularly doing things alone. Your patience and explanations at every stage of the process were a huge help to me and it was a great relief to know you were only a phone call away. I look forward to working with you again in the future. Take Care.

Miss Laura D – Telford

Dear David. Thank you so much for writing the letter for me. I appreciate the time and effort you have taken to help me. Will be in touch.

Miss Bridget J – Minsterley

Hi David, Thank you for all you are doing with my pensions. Also thank you for the flowers and chocs, we did appreciate it. We are going away on the 30th for two weeks holidays; we really are looking forward to it. Thank you once again.

Mr & Mrs Ken S – Bournemouth

David. Thank you so much for everything. We could not have done it without you.

Mr & Mrs Peter P – Shrewsbury

Hi David, just to say that I have now moved into number ** W*** C**** Street, and to thank you for all your help. I really appreciate you pulling the stops out and getting my mortgage through so quickly. Crazy to think that in one month from when we applied for the mortgage, I was actually in my new house! I will definitely recommend your services to my friends.

Mr James W – Bridgnorth

I have dealt with Mr David Masters, trading as Warwick Wright Financial Services Ltd, for about 5 years, principally in connection with investment of monies and also pension arrangements. I have always found the firm in general, and David in particular, to be extremely efficient and helpful, often dealing with request for information and advice the same day, sometimes with a return phone call within a couple of hors, which is very impressive. The firm is extremely knowledgeable about all things financial and I have no hesitation in recommending them.

Mr B Cowen 27/07/2009

I have been associated with Warwick-Wright Financial Services for many years. Initially they dealt with my Pension Plans and eventually my Investment Portfolio. After listening to my needs they secured Investments that matched my requirements and I am perfectly satisfied. I would be more than happy to recommend them to anyone seeking the services they offer, in fact I already have.

Mr S Asterley 12/08/09

I have been dealing with Warwick Wright for a number of years, both for the mortgage arrangements for my property portfolio and my financial investments. During this time they have continued to expertly advise me. This help and advice has been invaluable especially through recent difficult times. They often pre-empt any concerns I might have due to their considerable knowledge and understanding of the marketplace. Their strongest asset is their personal touch, always treating me as an individual, always being at the end of a phone and always appreciating how important my financial arrangement are to me. I have confidently recommended them to friends and associates and will continue to do so.

Mrs A Berry 10/08/09

We have had dealings with Warwick Wright for over six years and have found the service and advice exceptional. David has guided us through a range of products including Pensions, Life Assurance, Investments and Mortgages explaining the complexities in a manner we have easily understood. We have and will continue to recommend him to family and friends, having found him to be much better than local Financial Services.

Mr & Mrs Lowe 07/08/09

We have been dealing with Warwick Wright Financial Services for some years now in relation to advice and services for our financial security and peace of mind. We have organised various arrangements through the company, including our mortgage and review of mortgage, personal pension plan’s, personal savings plan’s and various insurances. We have always been pleased with the prompt, professional service provided and have always been given sound advice. Such is the dependable, professional and friendly service, we always contact the company as our first point of reference with any financial queries or questions we may have.

Miss J Jennings & Mr D Freeman 06/08/09

I first went to Warwick Wright when I needed independent financial advice back in 1989. I have been going back whenever I needed advice ever since. David has given me peace of mind on many issues. Ranging from small matters to bigger investment advice especially in the last two years when financial matters have been very worrying. I am now at retirement age and I have been able to rely on David to get me the best Annuities and the best way forward. I would be more than happy to recommend him and the services he provides.

Mrs L Morgan 07/08/09

Warwick Wright have been my Financial Advisers since 2005. I have found David Masters to be very helpful and knowledgeable regarding all types of Investments and directing me towards Investments which are applicable to myself. My meetings with David Masters regarding Investments have always taken place at my home and at a time convenient to myself. This service has saved me travelling to their offices in shrewsbury and I have found this extremely useful. David Masters has always explained about Investments simply and in a language I could understand and our business meetings were very informed and relaxed. I have also found the staff of Warwick Wright very friendly and helpful when I have telephoned through to their office and they have always returned my telephone calls after promising to do so. I have already recommended a friend to Warwick Wright and I would not hesitate to recommend anyone else to them in the future. I am very satisfied with the service that I have received from them.

Miss L Goode 04/08/09

I have been dealing with Warwick Wright since 2005, firstly when I was power of attorney for my mother and subsequently with my own investments. I have always been extremely pleased by their efficient and friendly work practices. When I was investing my lump sum on retirement they really listened and responded to my attitude to risk. There is always someone there at the end of the phone and the annual review gives one the opportunity to re-evaluate investments. I would be more than happy to recommend David Masters and the service provided by Warwick Wright as a whole.

Mrs R Kelsall 28/07/09

We have dealt with Warwick Wright Financial Services since 1990 and have always had sound financial advice from them. David Masters handles our investments in a very professional manner and is someone that you can talk to easily; he will always make time to see you to discuss any queries you may have and explains everything you need to know in layman’s terms. We feel this is an important factor in any business relationship – you have to talk!! We have confidence in David’s advice and hope we shall have a long and profitable future ahead of us and it is for the above reasons we have recommended friends to contact Warwick Wright.

Mr & Mrs Bevan 03/08/09

We have both used the services of Warwick Wright and have known Dave Masters for over 8 years. During that time we have received excellent advice on a wide range of services including Investments, Mortgages and Pensions and this has resulted in savings of significant sums of money. We would not hesitate to recommend David Masters of Warwick Wright Financial Services to all our friends and family.

Mr & Mrs B Williams 01/08/09

I would not hesitate to recommend Warwick Wright. I have been a client for twenty years or so and have always received excellent service. David is approachable and efficient and will always go the extra mile to provide help or advice. His management of my Pension Scheme is always much appreciated.

Miss J McKenna 31/07/09

I would just like to put on record our appreciation for the service you have given us over the years since you took over the business from Carl MacGarvey. We have been Warwick Wright clients for about 15 years now and have always received impartial, knowledgeable and friendly advice whether it has been regarding Mortgages, insurance, pensions, savings or investment. Over the years, my wife and I have often commented that it is nice to know that there is someone out there we can always trust and rely on, not only to guide us through what is a minefield for the layman but with a finger on the pulse of a continually changing market and always abreast of the best products currently available and suitable for our needs. We wish you and your business continued success, particularly at a time when financial institutions have been facing unprecedented turmoil and you can rest assured that, if anyone ever asks us for a recommendation, we would have no hesitation in suggesting Warwick Wright as their first port of call.

Mr & Mrs Williams 30/07/09

Many thanks for sorting out my retirement pension. The task of deciphering quotes from pension plans accumulated throughout my working life and the seemingly endless form filling was a daunting prospect for me, thank you for relieving me of that burden. Your friendly office and the speed and efficiency of your service has made my transition from work to retirement hassle free. I should have no hesitation whatsoever in recommending your services to anyone. Again I THANK YOU.

Mr S Elms 30/07/09

My wife and I have had a long and successful association with Warwick Wright for 10-15 years now, from sorting out pensions, House purchasing, Financial Investments for future years (Planning). Advice regarding anything requiring money and what doesn’t require money in this day and age. We have no problem recommending Warwick Wright to anyone, friends, family and associates. They do get the job done and one always accessible be it in person or by phone, you don’t get fobbed off.

Mr & Mrs Huntbach 30/07/09

For more than 15 years we have been clients of Warwick Wright Services. Taking into account the ups and downs of the market, we have always been aware of the downs and realise how long it takes to recover. Although we are in another stock market down, with the help of David Masters we have invested again looking forward to any gains over the next few years. Every year we have a letter asking about family financial position and if we need a meeting to discuss any changes. We would gladly recommend your helpful and friendly service to anyone.

Mr & Mrs A J Timmis 31/07/09

When it was time to cash in my three pensions and buy an annuity, I had no idea what to do. I telephoned David Masters for an appointment. Within a few weeks it was all arranged and I was kept fully up to date with the progress. The lump sum payment went straight to my account and the best rate annuity purchased. I would not hesitate to recommend you to use Warwick Wright for a great pension service.

Mr D Collin 31/07/09

Mike and I have used the services of Warwick Wright for over 20 years. The greatest Value to us has been the personal approach and the ability of advisors to help us adapt to the changing needs of our finances over the years. This has included advice on Endowment policies, AVC’s, ISA’s and other savings, Life Assurances and Pension Planning. Meetings are relaxed and friendly but the outcomes are efficient and tailored to need. Having been widowed recently, I had confidence that David Masters would advise and support me through a very stressful time. This has certainly been the case. The company provides a reliable, prompt and considerate service and I would be happy to recommend them to others.

Mrs S M Young 13/08/09

As customers of Warwick-Wright Financial Services for more than ten years, we have been very pleased with the work carried out by David Masters, Managing Director. The services we have availed ourselves of, include Sourcing Mortgages, Will Writing and Pensions Advice. We have no hesitation in recommending David Masters to anyone, including our friends for impartial advice.

Mr & Mrs Bucknall 16/08/09

Here are a few lines for you about the services. We have dealt with Warwick Wright for the last 14 years and they have helped us with changing over our mortgage, pensions and even getting us to make our wills all of which are now in place. I feel I can call to chat about any of our financial queries at anytime and find all of them most helpful.

Miss K Adams 30/07/09

I first visited Warwick Wright 4 years ago, when looking to get a good mortgage deal for my first home purchase. David took the time to really listen to my requirements and discussed a full range of options with me, explaining everything carefully. I felt not only that I was getting ‘best advice’ but also excellent customer service, and have continued to use David’s services since that time, for matters relating to savings, mortgages and insurance. I’ve also recommended his company to both friends and family, knowing they will receive the same excellent service I do.

Mr & Mrs Jones 30/07/09

My husband has always dealt with my finances! I had no idea about mortgages, savings plans, health insurance etc. Why should I need to bother with all that when my husband sorted it all out? My husband died suddenly 5 years ago. I found myself trying to deal with the loss, trying to make sure my 2 young children were coping and trying to get my head around some extremely complicated money matters. Everything was a blur.
I was advised by my family to go and see David at Warwick-Wright Financial Services. I went in feeling really stupid, having no knowledge of money matters at all. David put me at ease, explained everything and helped me to sort things out. His continuing advice, over the years, has left me able to comprehend my financial situation and has given me confidence to deal with such matters.
I have no hesitation in recommending Warwick Wright Financial Services. I don’t know what I would have done without David’s help.

Mrs K Timmis 21/08/09

We have been using Warwick-Wright’s services for six years. This has included advice on mortgages, pensions and various other ongoing financial affairs. We have received sound and productive advice, in a professional but relaxed way. It has been very easy to discus adhoc questions as and when they have arisen. Over the years the confidence and trust we have for Warwick-Wright has proven itself time and again. The uncomplicated presentation of the advice and services has made it easier for us to move our finances forward in a positive way.
Warwick-Wright was recommended to us by a friend, now with our own experience of the company we, without hesitation, would recommend Warwick-Wright to others.

Alison Bruckshaw & Craig Mackenzie 23/08/09

We have used Warwick-Wright Financial Services since we purchased our 1st property nine years ago. Since then we have changed mortgages three times, each time being hassle free. David sorts everything out for us including our Life Cover and its all done within a friendly, welcoming environment. I would and do recommend him to everyone.

Miss Habgood 23/08/09

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