Mandy Kelly

I was recommended to Ludlow by a friend when I inherited money from my parents.  Whilst it wasn’t a fortune I wanted to ensure that it worked hard and really didn’t have a clue where to start. From the outset I felt comfortable and trusting in their approach.  They listened to what my aims were, both short and long term and then made suggestions accordingly, taking into account the level of risk I was prepared to take.

I have met with my advisor on an annual basis to review alll aspects of my portfolio and to ensure they are meeting my needs.  Fifteen years on my funds have grown considerably and I have just taken early retirement, but the quality of service remains and is probably even more important now to ensure I have a good standard living going forward. My daughter also had a small inheritance which is building nicely and will provide a deposit for her first house, and my husband has various investments.

Although I’m sure I’m nowhere near one of their wealthiest clients, the level of service and personal touch has always made me feel as though I was.  I would highly recommend my advisor Simon Howard because when you put all your trust in someone you need to have the confidence that they’re going to deliver. In conclusion, over the years they’ve looked after our money and so I would not hesitate to recommend Ludlow.