Hello, my name is Brenda Stevens, this is my husband, Paul. We have been clients of Verve financial for between two and a half to three years, and our financial adviser is Michelle Boakes.
When we moved to Hampshire, we came into an inheritance, and we decided that we needed better financial advice than what we are able to find for ourselves.
What we needed help with was how to invest our money wisely, and be able to get the best return for that, and by just visiting banks or building societies, or even looking up online ourselves, we didn’t feel that we were getting the best advice, and therefore, that’s why we needed that extra help.
We heard about Verve financial when we had to get a smaller mortgage for a shorter period of time when we moved house, and it was the mortgage adviser that put us on to Verve.
I did have a little look around at other areas but when I spoke to Michelle from Verve, I just got a really friendly vibe. She knew what she was talking about, there was no hard sell. It was just yes, I can give you advice, I can come and see you and everything was very positive.
Working with Verve has made me feel comfortable and happy that our money is in a safe place and it will meet our forecasts of what we’re trying to end up with.
I feel very positive about our financial future. I feel that it’s been looked after well, that we’ve been kept abreast of everything that we can dip in and out and have a look ourselves. And as we’ve gone along our journey, we’ve become much more positive and calmer about how things are going.
The three words I would use for Verve are very knowledgeable, comfortable with lots of choices and looking to the future.
The best thing about working with Verve is actually we’ve become friends, and I mean that in a working relationship. I trust Michelle, I trust the advice she gives, she understands our situation and therefore gives me advice according to that. She always explains things fully so that we feel that at the end of a meeting, we know exactly what we are dealing with and what we’ve agreed.
Since working with Verve, I think the best advice they’ve given us is to trust them in what they are advising, that they are the knowledgeable ones. They are the ones that know how things work and they, at the beginning, wanted to know what our risk evaluation was like and by trusting them, we are getting what we want.
I’d recommend Verve because they talk to you and understand your risk or advise you of the risks of what you want to do and how far you’re prepared to go. They make it so that it’s easier for you to understand where you’re going to be at a certain time.
We feel positive about our future and feel our finances are in safe hands
Brenda and Paul
We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.