November 2023 by Simon Beckwith
Adam has looked after my financial affairs since I sold my dental practice four years ago .I have always found him thoroughly professional ,independent ,quick to respond ,efficient and very likeable . Building a personal trusting relationship with your financial advisor with regular face to face meetings is so important and in this regard Adam comes up trumps I cannot recommended Adam and his colleagues at FTA highly enough.
November 2022 by Mike Walsh
I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.
November 2021 by David Wilkinson
Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.
November 2020 by Koray Feran
Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..Dr Koray Feran BDS MSc FDSRCSClinical Director LCIAD Ltd
November 2020 by Tim Jones
I?ve benefited from Sue?s and more latterly Adam?s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.
November 2019 by AME Erwee
I have been a client of Sue at FTA Financial & Wealth for many years. I can?t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!
November 2019 by john swift
I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.
