“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”
“Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe Ash deserves a particular mention for ticking all of those boxes.”
“I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand my options. The staff are very friendly and helpful. Nothing is a problem. Highly recommend.”
“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I, don’t be. Rob and Rachael offered an easy-to-understand plan with no pressure or hard sales pitch to sign up. I now know why Consortium, with Rob at the helm, is rated so highly and I look forward to a long and prosperous future relationship.”
Rob gave me so much great information about my business – definitely got a lot out of the appointment. Rob answered every single one of my questions in great detail. Highly recommend his services. The staff were extremely welcoming when I entered the building also.
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs is comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wavelength. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment.