What our clients think

The proof of the pudding is what our clients think of us. We asked them to rate us on key areas (10 being the highest score): (survey in May 2021).

Advice

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Service

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Recommend?

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What our clients say

Here's a selection of candid comments from some of our clients:

The service you provide is excellent. Everyone in the team is super responsive to questions, you are totally straight forward and everything feels like a really personal service. As a client I feel very valued.

Candid convey integrity and inspire confidence. Their service is attentive and personal, keeping us informed and always responding quickly to any queries we may have. They are knowledgeable about our circumstances and investments and always have our best interests at the forefront of their advice.

Very happy I decided to move my investments to Candid. You are much more approachable and open than previous advisers I have dealt with. I hope to remain a satisfied customer for many years to come.

We spoke with a few financial advisers before coming across Candid. From the first conversations we knew we were dealing with a company that had integrity at its heart and was a company that we could confidently trust.

Your service is second to none, personal, responsive, accessible, and trustworthy. We feel privileged to be your clients.

I've found all my dealings with the team excellent. They respond thoughtfully to any questions I've had and resolved any problems quickly. I would recommend Candid to family and friends without reservation.

It’s been an enormous weight off my mind handing over the responsibility of making investment decisions to a team I trust.

The service provided is always very efficient and Ian and the team are very friendly and easy to deal with. I also like Justin’s public stance on costs. I find their down to earth approach very refreshing and reassuring.

I wish you every success. The wealth management industry needs to learn that putting their clients interests first is also, in the long term, in their own best interests. Keep it up!

Can we help?

We expect to save you a lot of money versus comparable services. To arrange an initial 10–15 minute chat call us on 0203 397 7280 or click below.

Call me back
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6 Riverside Court
Bath
BA2 3DZ

0203 397 7280
hello@candidfinancialadvice.com

Candid Financial Advice Limited is authorised and regulated by the Financial Conduct Authority. FCA number 630986. Registered in England and Wales, company number 8261124, 6 Riverside Court, Bath BA2 3DZ.

Decisions should not be taken based solely on the content of this website, individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. Tax planning is not regulated by the Financial Conduct Authority. We are not responsible for the content of external links. The content on this website is aimed at UK residents.

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