I can honestly say, from my first contact on the phone, I felt I was the most important client to Ludlow. Ryan, my advisor, took the time to get to know me both on the call and in that first meeting. Ryan questioned me on what my priorities and aspirations were at that time and then prepared a report on how it was suggested I proceed to maximise the return within my risk profile. This was not rushed and my understanding of the options was verified. Again, I felt like I was the most important person to the business.
Every year since then I have had meetings with Ryan, initiated by him, to check everything is moving on as planned. In these meetings all sorts get discussed and I am always amazed at how much Ryan has remembered from the previous year. I have no hesitation to call Ryan with any queries, whether it was something as simple as a withdrawal of funds, or a recommendation for an acccountant to deal with my tax affairs.
I cannot recommend Ludlow highly enough, they made the confusing world of investments easy to understand and made me feel the most important client they have! I wouldn’t hesitate to recommend them to my friends or family.
Thank you so much for everything. I said to my husband on Saturday that you have changed our lives, and I really can’t thank you enough!
Ludlow Wealth Management, and in particular Emma Thomas, do what it says on the tin: they manage wealth. They do this by understanding what your wants and needs are, combining this with a comprehensive knowledge of the complex world of investment products and aligning the two in an individual package, tailored to meet these goals.
Emma performs regular reviews of my portfolio along with my circumstances and needs, and with the support that the Ludlow team offers, continually research the markets and products available to offer me up to the minute advice. This is always followed up with a swift communication advising me in writing of any new recommendations or changes, always with a transparent note of any costs and fees.
I have encouraged my family to invest with Ludlow, and several friends have asked to be introduced to Emma and have all switched to the Ludlow service. In a nutshell, my money was earned through hard work, and I am comfortable that it is being managed with similar graft.
We have been clients of Ludlow for over 7 years and are currently looked after by Diane Lang. She has helped us with our long term planning so we are able to enjoy our retirement without worrying about the future.
We recently moved to Cambridge and we chose to stay with Ludlow rather than find a local service. Diane was more than happy to accommodate so she now travels to see us. We are very happy to recommend Ludlow.
We have been with Ludlow for over 10 years now and have been delighted with all aspects of the service they have provided. They have always been very helpful, explaining detailed processes and giving excellent advice. My mother suffers from dementia and resides in a specialised care home. Without Ludlow’s management of her capital her finances would have been in a poor state.
I feel that dealing with Ludlow takes a big weight off my mind. Any communication that I have with them is dealt with swiftly and efficiently. I trust them to do their best for me in an area that I have little expertise.
Our relationship with Ludlow has always been a positive experience. Through a mixture of professionalism, approachability, friendliness, a high level of expertise and up to date knowledge, Jon (our allocated senior consultant) has, over a number of years, steered two nervous and inexperienced investors through the maze of options available, enabling us to identify to meet our financial objectives whilst minimising many of the concerns and doubts we previously experienced.
For many people, savings used to mean a deposit account at a bank or a building society. But, as we all know, interest rates are, at present, derisory. So what should we do? We were fortunate enough to be introduced to Ludlow by a close friend. We were given our own designated financial adviser who has helped us to invest our money wisely without all the worry of “Have we done the right thing?” David Rankin meets us regularly to update us on our portfolio and answers all our queries promptly and makes sure that we understand everything by explaining in simple terms without using jargon. We can honestly say that we have every confidence in him and would recommend anyone with funds to invest to contact Ludlow and talk to them. You would have nothing to lose and maybe a lot to gain.
We have been with Ludlow now for several years and after our previous financial advisors (a disaster) they are a breath of fresh air. Our personal advisor, Steve Bayes is pro-active with investments and our six monthly reviews keep us up to date as to where we are at. Three words to sum up our experience are, professional, friendly and helpful.
Our family have been clients for some years now and we all agree that the team at Ludlow are both professional and efficient in all aspects of their work.
Ludlow has a unique edge which is that they take a genuine interest in customer objectives and only then carefully consider the correct solutions. Furthermore you can be certain that the plans offered are reviewed regularly.
Nothing is done in a pressured environment, so we feel very much at ease with in doing business with them. We are presented with clear and quality statements which are explained and easily understood, which takes away much of the jargon and unnecessary complexities for us.
We have been with Ludlow for over 12 years since our advisor Steve Bayes joined the Company. For several years we had been a client of Steve prior to this and were more than happy to ‘follow the man’.
During our involvement we have always found Steve to be:
- Financially experienced
As a result we have become good friends and highly appreciate Steve’s advice and recommendations which are always simply explained and confirmed in a signed personal detailed portfolio. If we have any queries these are quickly answered by phone or text to eliminate concerns!
Consequently, thanks to Steve and the Ludlow team we have seen our investments grow to a substantial level such that we have recommended several friends to join the Ludlow team who appear to be similarly impressed.
I have found the staff of Ludlow to be very knowledgeable and professional but at the same time very friendly and approachable. When one instructs new professional advisors it is most important that the client has utter confidence in the advice they are being given and that it is fully explained. I am pleased to say that we are happy to have Ludlow as our advisors.
Some 10 years ago, Sue and I were introduced to Steve Bayes just after the financial crisis. We were not comfortable with our current adviser and had seen our investments drop in value by approx 40%.
Steve was a calming influence and advised us to sit tight and be patient. When the value returned Steve advised on a mixture of an annuity and drawdown. He also rebalanced our portfolio in accordance with our joint risk profile.
Since then Steve has controlled my tendency to change strategy in line with short term market noise and has demonstrated the importance of remaining invested. The 6 monthly reviews bring peace of mind and allow us to keep our strategy on track. Our assets are now set up to meet our short, medium and long term goals.
Steve is always available on the telephone and if I am ever concerned by media reports he counsels me accordingly and assists us to decide on any necessary action. In almost all cases none is required but peace of mind returns.
You can also see what our clients have to say about their experiences with Ludlow in our 'what you say' videos and case studies.