Tudor Franklin Independent Financial Advice

I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.

I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide. Very well qualified in their profession.

Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.

We are delighted with how Richard has helped us and fostered our trust in him. We are completely confident that he understands us and our approach to risk and investments and will recommend him to others.

Bharat was fantastic: he not only explained the entire mortgage process clearly, thoroughly, and accurately - he also provided invaluable advice and assistance regarding other aspects of the process, such as arranging our life insurance cover, and discussing in depth not just our plans for the immediate future (the imminent house purchase) but also our intentions longer term, and how different approaches to savings and repayments might impact our ongoing lifestyle.

He provided continuing advice and support, despite a setback with the survey causing the process to take slightly longer than anticipated, and was extremely considerate in the swiftness of his communication. On a personal level, I found him to be both friendly and extremely professional, with a genuine empathy for the potential quagmire of confusion confronting first-time buyers. To conclude, I would highly recommend his services.

Richard helped us with our retirement decisions and in particular helping me to understand the benefits available through my company pension scheme. His support with this made it an easy decision to continue and take advice regarding how to invest the money that I received as a lump sum. After an initial interview, Richard discussed the options we had and offered his solution in a way that complemented our thoughts.

That being said, he did challenge us during this process by picking up on my wife's reluctance regarding risk and spending time educating her in connection with this without disrespecting her views. Once we had agreed possible solutions, he organised a report and presented this in a way that was clear and jargon free. He gave us plenty of time to reflect on the advice and I was impressed at the time he spent checking my wife understood and was comfortable with his suggestions.

I was looking for help with investments for long term financial security following a family bereavement. Bharat took his time to explore my particular financial situation, my goals and my baseline understanding of investing. He is always very patient when explaining financial concepts and his recommendations. He has adapted his advice to suit me as my situation has changed with time.

He is approachable and friendly, and if I have any queries he always responds promptly. I am happy with the recommendations and service. I now feel more confident about investing and about my future. My pensions have been made more streamlined, which will hopefully serve me better in retirement.

I have come to rely on Bharat's good, sound advice when it comes to matters of finance, pensions and what is best for me. At the heart of this relationship is the trust I place in him and would recommend his services when it comes to doing the right thing for your own situation.