Private Client Consultancy Reviews 120

Kevin has been my advisor for many years.
He has never let me down always taking time to explain anything that I've not quite understood.
The advice that he gives me has always been correct.
I don't want anyone else so long he is there.

Peter Smith has been most efficient in managing our investment with PCC.
He attends to the details and always responds within 24 hours to our requests for information or clarification. He is so patient with our lack of skill in financial matters.
Peter has restored our confidence in the Wealth Management business which had taken a beating from many failed investments because of unthustworthy operators. We are totally pleased with the service from Peter

I came into Andy's orbit soon after PCC Wealth was set up as John Alden had become too busy to devote enough time to each of his clients.
Andy has been a big help in all things, especially sorting out problems I was having withdrawing funds from one account.
As busy as I am sure he is Andy always seems to have time for you and never appears to be in a hurry to move on.
I definitely recommend him and PCC wealth.
Bill Capewell.

I've known John for a few years now, after he located a UK company pension which I was unaware that I had. Unlike many financial advisers, he keeps in touch regularly to review my investments.

When we moved abroad we were very skeptical about organising financial affairs, we simply did not know who to trust. We spoke to many financial advisers across Europe who didn’t have the personal touch we wanted from someone who’ll be next to us for decades to come.
We were eventually recommended to contact Josh Williams. We had several conversations, where Josh collected information in order to guide us on what we could and couldn’t do. He performed his analysis on our situation and recommended his solutions. We now have a clear picture of our future, and are organised correctly for tax reasons, with investment growth being very good also!
Josh has always listened and acted upon our needs. I would not hesitate in recommending Josh to anyone in a similar position.

My husband and myself were recommended to John Alden by an associate. John has been very professional and very knowledgeable of the current investment market. I have found him to be honest and upfront with all the information that he has given us. I would recommend him with no hesitation to help with all your investments.

I have entrusted my savings to John Alden for many years and will happily continue to do so. He has provided the best assistance and support and I can always rely on him. He is also very professional and kind.

John Alden has been my Independent Financial Advisor in Spain for the past 10 years. He is excellent at his job, trustworthy and always a pleasure to deal with. I recommend him highly!

About 2 years ago i was in need of transferring my pension savings from the UK to my new home in Portugal. John Alden supported me with the entire process, clearly and transparently explaining the do's and don't of the process, the advantages of certain locations and also transferring things pre-Brexit. The whole process was made simpler by him and colleagues who are now also part of PCC. He recommended the best investment strategy for the pot given my lifestyle and life stage, making me always feel comfortable and flexible with decisions. Even though i'm not near retirement, John continues to check-in to catch up with me and provide investment advice, updates on the pension holder and legislation news which may be of benefit. Really good account management.

I was recommended to John Alden by a friend. John has been very professional and very knowledgeable of the current investment opportunities. I have found him to be honest and upfront with all the information that he has given me, I would recommend him with no hesitation.

Timely and straightforward financial advice and wealth management services. Would, and have, recommended!

I started working with PCC to change to better financial advisors than what I had previously had. As my financial advisor at PCC, Andy Murphy has been very patient in understanding both my objectives and the problems with my pension scheme situation and has been very professional, diligent, honest and upfront in the information he has provided. Working with Andy I have finally seen progress in addressing my situation. Highly recommended!

I was referred to PCC by a business colleague and I have been very impressed with their service, attention to detail and overall knowledge. My dealings have been with their associate, Ricardo Jesus, based at the Portuguese office, who has been brilliant; offering excellent customer service and is a real credit to PCC.

Andy has been very helpful and informative. He has provided me with very good advice and support and has always been available if I have any queries.

I was recommended to Andrew Murphy by a friend, and I'm glad he did, Andrew has been very professional and patient, I have found him to be honest and upfront with all the information that he has given me, I would recomend him with no hesitation.

Andy helped us move our savings plan from a USD to a Euro platform. During the process he was very professional and helpful guiding us through the process from start to finish providing us with the best solution for our current situation, also when he says he will call or visit you you can guarantee his timing is spot on which certainly makes a pleasant change for here in Portugal as customer satisfaction is not as high as it could be.

Very good asessment of situation and helpful ideas and comments for the medium and longterm strategy.

John is in my opinion a very competent professional and through the 8+ years he has been consulting and assessing me, understanding my financial situation and advising in a constructive way, for both my most immediate need and long terms goals as well.

I have been advised by Kevin Birtles now for almost 7 years and I have to say that even though at times the complexity of the financial world appears overwhelming, he has guided me through the fogs and ensured that we have arrived at the right destination.

Peter G Smith has been thoroughly diligent in his transfer of my pension scheme which was previously being managed here in Spain with unduly heavily weighted management charges, which meant that a reasonable sized pension pot was whittling down in value rather than accruing any value this after some 5/6 years. Hopefully now due to Peter’s conscientious concerns and work, this will now prove a turnabout to my advantage rather than to the previous Company. He is excellent in every respect, knowledgeable, good communication & unbiased advise and puts the customer first, always. He listens carefully and acts accordingly. He is an asset to his company. I wholly recommend him and the Private Client Consultancy he works for.