"Integrity and perspective"
David Coates of Momentum Investing has been my independent financial adviser (IFA) since 1995. In that year he wrote to me out of the blue asking if he could come and see me because he thought his expertise could be of use. I liked his pitch and he has been my IFA ever since, to the great benefit of me and my family.
It is easy to underrate the value of a good and experienced IFA, especially for those who are steeped in the running of companies (as I was) and who fail to give the necessary attention to managing their own financial affairs which too often take second place to work priorities. From the start David demonstrated good sense, integrity and perspective and got a grip on my savings, my use of insurance, the management of my investments, and actions to minimise inheritance tax sensibly and straightforwardly.
The results over the years since have been outstanding in bringing peace of mind and benefits to my whole family. I have no hesitations in giving this reference for David as an IFA. It is voluntary and arises simply because I believe in acknowledging success and particularly that which has served me as well as David's has. He has earned my gratitude for what he has achieved for me and my family and my respect for his skills, experience and hard work, I thoroughly enjoy working with him and hope the relationship will continue for many years yet.
I would be glad to comment in good faith and general terms to anyone wanting further information.
Sir Christopher Hogg (Ex-chairman of Reuters Holdings PLC & Glaxo SmithKline PLC, previously director of the Bank of England)
"Calm and helpful"
Momentum Investing did a fantastic job advising us on our mortgage and insurance when buying our first home. It is a nerve-racking and potentially stressful process but Stephanie and David were calm and helpful at every stage. They not only ensured we ended up with the best mortgage for us they also made it an easier journey and for that we are very grateful.
G Bladon & P Turner, Science Consultant & Company Director
The team at Momentum really get to know you, creating an innovative investment portfolio that absolutely meets your risk appetite. They provide regular updates, with suggestions about portfolio changes that go on to out-perform the majority of market benchmarks. In my case, Momentum has been the most mature choice that I could have made to protect and grow my fund.
GCHQ, Name changed for privacy
I am so pleased to have David Coates of Momentum Investing as our financial adviser. We have been clients of his for well over a decade. He has helped us a great deal with some sound advice. In addition to this, he helped with our mortgage and continues to look after our family investments and life insurance policies. He is a man of integrity and he is very good at what he does. His wise investing has helped our funds grow significantly.