Client Testimonials

Mr & Mrs J from Wrexham

Mr & Mrs J were cautious investors and struggling to identify financial products which suited their fairly cautious investment attitude. They had lost money in 1987 and most of their cash was in the Building Society. They wanted low-risk investments which could provide tax-free income and the prospects for capital growth.

We have constructed a Portfolio which is now made up largely of With Profit Bonds and Cash Mini ISAs. We have now been advising them for more than ten years – they have ample income and their wealth has grown steadily. We have liaised with their Accountant in making provisions for the avoidance of Inheritance Tax.

Testimonial

We have developed complete confidence in Cambrian. We have known them for over ten years. We have a formal annual review each November but we normally see them two or three times a year. As a result of their advice, we have ample income for our needs and the value of our capital has grown steadily over the years. They now advise both of our sons and we have introduced them to other friends.