Charlotte Conlan, Managing Director
“I have worked with Gary for more than 13 years. Over such a span of time, there have been a number of changes both personally and within the financial services industry that have necessitated me changing my financial planning. The advice that Gary has provided during this time has always been well thought through, offered in a constructive and not pushy manner and I’m very pleased with the decisions we’ve made together. Financial planning is an increasingly complex world, but Gary’s review of options and the timing of advice has been invaluable to me. I look forward to our relationship continuing at Foster Denovo.”
Robert Newman, Partner – Real Estate
“Gary has provided me with an excellent service over a number of years in rationalising my personal pensions, introducing a SIPP provider and manager and bringing investment opportunities forward for my consideration. He has always been extremely prompt in responding to any request and proactive in dealing with my pension and investment affairs.”
Aileen Barry, Director, National Tax Investigations
“Gary and Paul have shown knowledge and expertise in matters relevant to my financial affairs, advising me both proactively and promptly upon request.”
Ray Werbicki, Partner
“I like to work with advisers who are knowledgable, responsive and pleasant. Gary and Paul are all of these things. Equally importantly, they have been immensely helpful to me in my financial planning.”
Angela Treen, Finance Director
“Paul and Gary provide pension advice to our employees and the company. We are extremely pleased with their professional and in depth knowledge of the pensions arena. Their advice is clear, concise and easily understood by all. They are pro-active in providing information in respect of new legislation and tax changes. They have recently assisted with a research on the bulk buy out market and the changes for high earners being introduced in April. I am more than happy to recommend their services.”
Damian Perry, Partner
“Gary Beerling has been my IFA in respect of all my pension and investment requirements since 2003. I have enjoyed having Gary as my IFA and have always found him to be diligent and clear in his advice and always reliable as my adviser.”
Clive Mather, Company Chairman and Chair of Charitable Trusts
“Gary has been my personal financial adviser for many years. I have relied on his financial acumen and professional network, to develop sound financial plans for the family and take advantage of attractive investment opportunities. He has provided excellent customer service throughout, carefully explaining options and tailoring recommendations to individual circumstances. He has brought in subject experts to handle specific issues, but always retained personal responsibility for ensuring consistent quality and joined-up solutions. I also value his first class administration and regular financial reviews, which ensure issues are addressed early.”
Jon Lovett, Foreign Exchange Broker
“I first met Gary more than 4 years ago since when he has provided me with excellent advice on both pensions and other investment opportunities. His knowledge of the many products available is invaluable as is his always up to date appraisal of the effects of alterations following UK Budgets. His service is always professional, concise, efficient but relaxed in addition to which he is both sociable and affable. I would have no hesitation in recommending Gary to any future prospective clients.”
Alan Howell, Retired Chief Executive
“Paul has advised on my financial affairs for more than 10 years and has regularly co-ordinated services from other professionals including legal advisers, both for litigation and personal affairs, actuarial advisers and has worked closely with my tax advisers. Paul has overseen some complex issues as they have arisen over the years and has always been on hand for help and guidance. My wife and I feel that Paul continues to be invaluable to us.”
Graham Airs, Partner
“I have known Paul Baldwin for many years, and I have always been pleased with his advice. My wife and I would always depend on him for advice in support in all our financial affairs. He is very friendly and approachable, and a pleasure to deal with.”
Hatty Fawcett, Founder
“Paul has offered me excellent financial advice for the last eight years or so. His advice is always practical, considered and appropriate to the circumstances. He is always quick to respond but it is Paul’s friendly but professional manner that makes it a pleasure to work with him.”
Marian Shaw, Chairwoman
“It is reassuring for the trustees to have Paul Baldwin’s general advice and his watching brief on the activities of the fund manager. We have every confidence in his guidance.”
Howard Haines, Retired Corporate Banker
“My wife and I have called on the services of Paul for over 10 years. In an era of increasingly complex personal tax and pension regulation it is crucial to get the best possible advice so as to determine the correct approach to financial planning and on a timely basis. Paul is not only able to fully deliver on these requirements he does so in a thoroughly professional and pleasant way. We enjoy working with Paul and would recommend him to anyone as indeed we would his partner Gary Beerling.”
0330 332 7866
advise-me@fosterdenovo.com
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The value of an investment can go down as well as up, investors may not get back the original amount invested. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investment. The Financial Conduct Authority does not regulate taxation and trust advice.
