Ermin Fosse provide and excellent, friendly and efficient service. With Kellands, our funds have also performed very well, indicating that their advice has been very sound. Recently James has been extremely helpful and patient in helping us deal with an elderly relative’s financial affairs. Many thanks indeed!
We have been clients of Kellands Cotswold for over 15 years. They have always been proactive in reviewing our investments and send us monthly newsletters which provide a summary of what has developed over the previous month and in a light hearted manner. We have complete confidence in their advice.
Kellands are a professional firm of independent advisors offering a personal service importantly listening and understanding personal objectives, before carrying out appropriate research and providing tailored clear sound and trustworthy advice. A flexible approach and ability to adapt to the changing financial world with new ideas for the benefit of their clients is reassuring.
Kellands have been looking after my family's financial affairs for the last 20 years during which time they have been extremely professional and proactive. I have particularly valued their ability to adapt their recommendations and advice to the changes in priorities that have occurred during this time and I never hesitate to recommend them to others.
I have been a client of Kellands for many years, and have complete confidence in all you do. Thank you.
Lucy could not have been more helpful, tenacious and pleasant. She Gave us the feeling she was entirely on our side. She's a great asset to Kellands.
We have invested with Kellands for well over 25 years and are very happy to recommend them to our friends and family. Our friends have expressed their delight at Kellands advice and attention to detail. Without doubt, this is a sound, professional and highly trustworthy company.
I believe that I have benefitted materially and in terms of ‘piece of mind’ by using the services of Ermin Fosse Financial Management and the already mentioned reasons I would recommend serious consideration on the part of any potential investor.
Daniel Boden has always explained everything to me. Lucy has been very helpful on the phone. I have always been very happy with the way things have been dealt with. It was very worrying in the beginning allowing other people to deal with my money as I haven't had to do that before, but I am now a lot happier as I have always been kept in the picture.
We have excellent service with James de Lisle Wells for more years than I can count. We look forward to many more. Lewis Pollexfen has also been very helpful with the transfer to Nucleus.
As relatively new clients of Ermin Fosse we speak with recent experience only but know the have worked with friends for many years who have been very satisfied with the service provided. When making investments one needs to feel secure with the information and advice given and Ermin Fosse have certainly provided this level of assurance to us. In our experience their advisers are extremely approachable, honest and well versed in all aspects of financial management.
Personal service and attention which makes me feel like a human being, not just a cog in a great corporate wheel.
Ermin Fosse provide an efficient and effective financial and investment service combined with an adviser - client relationship that inspires confidence. Personal help is always at hand. A client feels that he/she is a friend who will not be forgotten or taken for granted.
Ermin Fosse deliver a highly efficient and above all a personal service and are notable for their prompt responses to questions. Even when we have been on holiday, if an issue has arisen, a member of the Ermin Fosse team has followed up and resolved the matter on our behalf and has kept us fully informed throughout. The new website, which provides regular statements of our investments in a clear and concise way, is a major and very welcome innovation.
We have always found James de Lisle Wells to give excellent advice after taking time to discuss with us what our constraints and objections are. He doesn’t try to persuade us to invest in anything about which we have doubts as to re-balance our portfolio even if we have slightly irrational preferences. Because of the length of time he has been advising us, his visits have become like those of a wise an knowledgeable friend!
My personal relationship with Nigel Barthorp and the efficiency with which any queries are dealt with.
Friendly and accommodating advice on a personalised basis. Good attention to detail. All questions answered quickly and effectively.
Personal service, but efficient. We have known Nigel for many years ad like and respect his judgement.
Personal Service. Helpful & competent
We have always founds James de Lisle Wells to give excellent advice after taking time to discuss with us what our constraints and objectives are. He doesn't try to persuade us to invest in anything about which we have doubts as to re-balance our portfolio even if we have slightly irrational preferences. Because of the length of time he has been advising us, his visits have become like those of a wise and knowledgeable friend!
