We believe that financial planning Is for the long term, therefore relationships with our clients are very Important to us and we always treat our clients how we would like to be treated ourselves.
“Mrs Booth provided Individual consultation meetings with over one hundred staff and worked through each stage in a methodical manner ensuring that every member of staff received appropriate pensions advice. Whilst each session was confidential the feedback received from a number of staff willing to share their experiences was very positive. Staff appreciated the manner in which Mrs Booth conducted the meetings and found the sessions Informative.
Mrs Booth was able to outline the options regarding the future pension arrangements to each member in a simple and sympathetic way, bearing In mind that a lot of the staff had built up many years of continuous service with the NHS and were already angry and disillusioned about being transferred out of the NHS. In the circumstances Mrs Booth handled the situation with sensitivity and understanding to such a degree that the Trust extended her contract with the NHS.
On behalf of the Trust I would wish to state that during the consultation process Kathy Booth acted In an efficient, organised and courteous manner. I would confirm that Mrs Booth brought added value to the process In the way she conducted herself in what was often difficult circumstances.”
Duncan Brierley, Facilities Director; Central Manchester University Hospital NHS Trust
John Webb, London
Mike Sullivan, Mid Wales
“Kathy Booth has been my financial adviser for many years. Although I have had previous financial advisers in the past who gave me good service, my experience with Kathy has been exceptional: someone who listens carefully to my financial needs as well as my personal inclinations in ethical investment, assesses these and gives creative and prudent (in terms of risk) advice. She also pays attention to the detail – making sure my SIPP does what it is supposed to do and working with my accountant and organisations where I have investments. Abbott and Booth provide an excellent tailored service in a hugely and important part of the financial services industry.”
Iain More, Scotland
Iain More founded Iain More Associates (www.iainmore.com) a fundraising consultancy advising charities, universities, schools arts and other organisations in 1989. He retired in 2006, continuing with a little consultancy, and serving as a non-executive director of charities and a company. His modest mostly self -funded pens ion Is all In ethical Investments.
Scott Loney, Machester
Karen Sefton, Cheshire
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