What Our Clients Say...
We strive to provide the best service to our clients and are pleased to present the following unsolicited testimonials...
"Thank you for your letter confirming your recommendations.
Everything seems to have gone smoothly, the money has been transferred to my bank account and the first instalment of pension was paid on 1st November.
I don't think I could ever have waded through all that paperwork by myself, without your expertise, and would like to thank you for your patience and kindness.
I would have no hesitation in recommending you to any of my friends looking for financial advice.
"We have used Browning Financial Planning for the last ten years. Dominic has provided us and continues to provide us with very sound advice. We have used his services for a range of purposes from mortgages, insurances, will writing, savings and investments.
We have been delighted with the level of service we receive and we know we can contact him whenever we need to.
Our yearly visit allows us to review our situation and plan for the future year.
Thank you for all your advice. We would recommend him to our friends (and we have!)"
"Dominic provides a very good personal service, working hard throughout the year to make sure your money works for you. He is always available to talk to or email and extremely helpful with anything that relates to your finances.
It was the best move I did when my friend recommended I speak to Dom about the money I had sitting in a bank account going nowhere.
I would recommend his services to anyone who has money they would like to do more with. He is very good on long term advice on investments and pensions."
"We have known Dominic since he was recommended to us in 2004. Since then we have used his services for all aspects of financial advice. Dominic has helped and advised us with house buying, pensions, long term savings, investment advice, cost savings required as our family grew and security for the future including helping us both write our Wills. During the time we have worked with Dominic he has provided us with excellent advice and support. He is always available to advise and his friendly yet professional approach is appreciated. Dominic manages to give a human face to financial planning who we class as a friend and don't feel we are just another client. I can confidently recommend Browning Financial Planning and have done to various family members and colleagues in the past."
"Dominic, who has been my financial advisor for the last 10 years, immediately helped me get on a better financial footing. I don’t have the time or inclination to read the money pages of the newspaper but luckily Dom has an extensive knowledge of the products available and I know he keeps abreast of all developments so that he can offer the very best advice to clients and make them aware of changes as soon as they happen. His advice on ISAs, Insurance and Wills has been invaluable and I’m sure it can’t be said of all IFAs. I look forward every year to having a catch-up in person with him."
"During a very traumatic time in my life over the last 2 years, Dominic has been very helpful in giving me sound investment advice for my future. I have no hesitation in recommending his quality advice. "
"Dominic has been helping me in the past weeks in investigating an insurance policy which was not doing the job it should have been.
He had a suspicion that it was not a good solution for me and spent much time chasing the head office and the local office of the company who sold me the policy. After asking the right questions he found out that I would barely benefit at all if I was ill. The main purpose of the policy had been to cover me for any unexpected problem that might cause me to be unable to work and did not do that. Thanks to him, I should be able to claim the full amount paid to help me put the new policy in place.
Thank you, Dominic for spending so much time in sorting out an answer which will benefit me tremendously."
"Dominic Browning has been our IFA for the past 15 years, this despite a distance of some 250 miles between Preston and Torquay. My wife and I have always been satisfied with the professional service we have received from Dom and we trust him implicitly with our finances. As teachers we are particularly pleased with the services Dominic provides as he speaks with experience and authority about the profession, his own wife being a teacher. I have recently asked Dominic to invest my own lump sum and my wife will be doing likewise in September. With his own young family Dominic is aware of the demands on the finances of a growing family and one can be assured that he will give advice and service within the constrains of a family budget. Dominic is trustworthy and reliable and I would recommend his services to you with no reservation whatsoever.
"I am writing this as a testimonial for Dominic Browning of Browning Financial Planning.
I asked Dominic to have a look at my financial affairs, which to be honest I had no interest or even a great knowledge in. I had policies in place that were costing me money but which were going to return me very little.
Dominic quickly pointed out which were worthwhile and which should go. He explained to me how things like pensions actually worked, what I should be looking for, and also the pitfalls, but explained it without the usual gobbledygook used to confuse. He mad the whole process of changing over policies very easy, all I really needed to do was listen and make decisions and make a few signatures and Dominic did the rest, saving me time and a whole load of headaches.
I would recommend Browning Financial Planning to anyone who would like to get their finances in order. The service is second-to-none, the quality of the work is top-notch and mix in with the fact that Dominic is a nice guy with a sense of humour when needed, makes the whole process easy."
"I would like to thank you for your professional advice and sparing so much time to explain the impact of today's action on tomorrows outcome, I guess it's what you would call 'Financial Planning'.
Claire found the meeting very constructive and you helped us gain a clear understanding of our pensions and helped us implement a structured plan for the future. The result being we were left feeling reassured about our decisions.
Again, thank you Dominic for your competent, professional and friendly advice.
"When I first met you my financial affairs (pension & investments) were not producing the growth that was obviously available from other sources and after our first meeting you advised and recommended more suitable ways of investing my capital to obtain better results.
After two years and with continuing support and advice from you, my pensions and investments have produced far more growth than I could have possibly imagined.
I would highly recommend your company to any of my friends and business associates and look forward to continuing doing business with you in the future and wish you every success."
"I have been a client of Dominic's for over 16 years.
Over this time he has assisted me in managing all aspects of my finances including my mortgage, pension, ISA, life cover and will. His advice has always been invaluable and has enabled me to remain on a sound financial footing during recent difficult times.
Dominic communicates with me regularly via telephone or e-mail and at least once a year makes a personal visit where we discuss at length my entire portfolio. At this meeting he demonstrates a sound knowledge of the current financial market and makes changes to my policies to ensure that they are always working to their maximum.
I have no hesitation in recommending Dominic services to any potential customers as he is a very committed individual who always strives to do the best for his clients.
Keep up the good work.
"Dear Dominic, Many thanks for your letter dated the 5th of March. It was both clear and concise, and covered all the points we had discussed over our two very constructive meetings. Confirmation has been received from Canada Life, that the policy has been set up, and that your professional adviser fee will commence on the 01/04/2013. I will of course, contact you further, if I feel that our discussion on the overall value of the property and other investments,can be safeguarded to a greater degree. Will you please note, that I now have a new email address, and all future correspondence will be through gmail. Once again, my sincere thanks for your professional expertise."