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.