'In the mid eighties my wife and I were asked by our bank to see their financial adviser, something we were not looking forward to. However we were pleasantly surprised as the consultant told us there was nothing he could do to improve our situation. He did add that there was a gap in our financial planning but the bank had nothing in it's range to rectify it.
In 1991 when Anstey Financial was launced we became clients. Over the last seventeen years we have been extremely happy for the advice we recieved on all our financial planning from pensions, family protection , mortgages but particularly investment where our returns have outperformed the market.'We find Mr O'Boyle very approachable , trustworthy and expert in his chosen field. Earlier this year I had to retire in my very early fifties but thanks to the planning in place I can look forward to the future with absolute confidence. We have recommended Anstey often to friends and colleagues and we have no hesitation in continuing to do so.
Mr & Mrs King - Bideford
' I would recommend Anstey Financial Planning as it has certainly stood us in good stead. We have been receiving financial advice from Gerard O'Boyle for approximately 20 years and found this to be very useful. Gerard is very approachable and friendly person whom we have grown to trust. We have followed much of his advice in relation to investments and insurance cover for both my wife and I.
Many years ago, on the advice of Gerard, I took out an 'income protection plan' which unfortunately had to be invoked due to health issues. The plan meant that we still had an income at quite a difficult time when I had to retrain and start a new career. I would say that we alone would never have considered such protection and so, for us, this was truly good advice.'
Mr & Mrs H - Burrington
'We have dealt with Mr Gerard O'Boyle of Anstey Financial planning for over eleven years as our IFA and have found him trustworthy in all our dealings. We are particularly pleased with his advice on IHT and investment where our results have easily outstripped the market. Nothing is too much trouble for him and he explains things in a lucid way and we have no hesitation in recommending him to any prospective clients.'
JH + RA Harris - Chumleigh
'My wife and I have been clients of Anstey Financial Planning Ltd since my retirement from paid employment in 2001. Gerard O'Boyle was instrumental in procuring a good pension from my employers' scheme. He helped with the setting up of my consultancy.
At the same time we invested capital in stock ISAs using Anstey Financial Planning as our adviser. Gerard has sucessfully managed our portfolio since, achieving results better than the FTSE index.'
John E Burchell -South Molton
'Just a few things to say. Thank you for everything you do for me, you explain things in a way which I can understand in my language, you always get me a good deal on my mortgage, pensions and investments , also when I phone I always get a nice warm welcome from Sarah
Thank you '
Mr Dale - South Molton
'I began to use Gerard O'Boyle is a financial advisor in 1993 following a presentation he gave. Since that time I have been very satisfied by the professional yet friendly service he has given.
He is never too pushing in his approach, and has respected my wish for caution and simplicity in my affairs, he has 'held my hand' through the ups and downs of the financial market, and my portfolio has made modest gains while also providing a growing income. He tries to explain his decisions in terms which do not overstretch my limited understanding, and I have learnt to rely on his honest advice.'
Mr H - Winchester
'On the death of my husband in 1998, my son introduced me to Mr G O'Boyle, as I had no idea about finance. Mr O'Boyle was sympathetic and helpful in negotiating equity release, inheritance tax mitigation, investment and banking possibilities etc.
He is always available, knowlegeable, helpful and courteous. I would recommend him as a financial adviser.'
Mrs ME Clark - South Molton
'As a family man in my forties with dependant children I was very concious that I needed to provide for them in the event of my premature death. However having had cancer, and suffering from diabetes and vertigo I was declined by several major assurance companies.Thank you for putting my mind at ease by obtaining life assurance through a specialist company. I was dealt with very fairly by your company and cannot speak highly enough of your services'.
Mr J Barker - South Molton
'I was shocked to be diagnosed with breast cancer at the age of 37. Fortunately you had arranged critical illness cover for me and the money more than eased my financial worries, allowing me to concentrate fully on my recovery.The company you selected were also brilliant they responded immediately to my claim and there were no lengthy forms to fill in and no quibble. My claim was settled much quicker than I expected'.
Kate Woodcock - North Devon
'I was recently forced into retirement by my failing health (diabetes and 2 triple heart bypasses). I tried Anstey. To my surprise , they went to many different companies for me to try to improve my pension offer. They did it, the lump sum and the annual pension more than doubled! It was all done they told me because of my failing health,which I never expected to be considered! I found them to be very competent bunch of people, they certainly know the pension world very well and no doubt a lot more. I would have no hesitation in recommending them to any other person. They are first class financial people.!
Mr B Daw - South Molton ;
'When I was looking for a financial adviser I wanted a firm that was totally independent and could access any company. Anstey met that requirement. Your help in all areas has been invaluable. However I would like to thank you for income protection in particular.
I have made several claims, all of which were paid but on the first one I was off work for three months. With the income payment I was only £10 a week worse off than actually working. As the sole breadwinner this enabled our family to more than manage until I went back to work. Thank you for all your help and I would have no hesitation in recommending your firm to anyone else.'
Mr B Jerrett - South Molton
'We just wanted to say thank you on a more personal note for all of your help in getting our finances straightened out. We received a wonderfully quick and personal service from you both, we were informed of anything new and the whole re-mortgage process was made painless and easy thanks to your professionalism and kind, friendly manner.
Thanks to you both we now are totally credit card free and our remaining debt (a small garage bill), is due to paid off over the next two months. My catalogue has been paid off and closed and for the first time in 22 years we have savings in our holiday/xmas account. I have budget spread sheets made up for the whole of this year into next year which are proving to be very valuable and we are actually ending our months in the black for the first time in several years.
Finally we feel on top of things and are looking forward to a credit free way of life from here on in and we have your company to thank for helping us out of a very black hole.
We both know who we will be coming to if we ever need financial assisstance again.
Mr and Mrs P - North Devon