I contacted Neil Goodlad in a confused state after entering my contact details into a Fixed Income Bond Comparison Website. I was offered a Fixed Income Bond with 5% returns which seemed too good to be true, but as their Website and description of their product was so convincing, my husband and I were seriously tempted to invest our savings with them. Neil delved into it for us and via his contacts he found the person who spoke to me to be completely bogus and impersonating one of the Directors of a well known and prestigious Wealth Management company. It scared me that we could have come so close to risking the loss of our retirement savings to a scammer.
Following this Neil carried out a full financial review and designed a plan around it for us, not only to make the most of our retirement savings but also to keep us safe.
I recommend Neil very highly and can’t thank him enough. Suffice to say we will of course consult with him first in future before making any changes to our investment strategy.
Gerry Greenwold
-
March 28, 2023
Extremely knowledgeable advice, explained very well
Our Address
4th Floor, Victoria House, 101-105 Victoria Rd, Chelmsford CM1 1JR, UK
Claim Listing: Goodlad & Co Ltd
Please Login or Register an Account to Claim Listing
I contacted Neil Goodlad in a confused state after entering my contact details into a Fixed Income Bond Comparison Website. I was offered a Fixed Income Bond with 5% returns which seemed too good to be true, but as their Website and description of their product was so convincing, my husband and I were seriously tempted to invest our savings with them. Neil delved into it for us and via his contacts he found the person who spoke to me to be completely bogus and impersonating one of the Directors of a well known and prestigious Wealth Management company. It scared me that we could have come so close to risking the loss of our retirement savings to a scammer. Following this Neil carried out a full financial review and designed a plan around it for us, not only to make the most of our retirement savings but also to keep us safe. I recommend Neil very highly and can’t thank him enough. Suffice to say we will of course consult with him first in future before making any changes to our investment strategy.
Extremely knowledgeable advice, explained very well