Testimonials

We have built our business on the strength of our client referrals.  The testimonials which follow have been written by our clients.

I have been a client of Craven Slater Wealth Management now for 10 years. In that time I have been very satisfied with the thinking that goes into their suggestions for the type of investments that could meet my needs. They have been consistent and reliable and always readily available to answer questions.

The extent of their knowledge and their willingness to help with related matters even when there is no direct benefit to their company has been of incalculable value to me. I have never felt under pressure to make a decision as their process of thorough explanation of every step has eliminated this and there has always been time to reflect before action is taken. It is these features and their way of conducting business that are difficult to find elsewhere. I can say with certainty that they have a well earned reputation and for me they have achieved this in every respect.

For us “Craven Slater Wealth Management” does exactly what it says on the tin. We have been very fortunate for many years now to have our financial planning dealt with in the most comprehensive and professional manner by David and Eric, that we feel extremely comfortable in trusting their judgment in every aspect of our finances, in the knowledge that they always endeavour to give us the most productive and tax efficient advise possible. They go to great lengths to explain everything in great detail to make it much easier for us to finalise critical decisions, and we look forward to a long and prosperous future in the knowledge that our finances are in the safest possible hands. We have recommended Craven Slater to several of our friends and business colleagues, and they too are very suitably impressed with the service they have received.
Robert from Craven Slater has offered us fair, balanced, sound and effective financial advice over many years, especially in relation to long term financial planning and re-evaluation of mortgages etc. Robert is always personable, approachable and friendly, and allows you time and space to consider your options in a supportive but a non- pressurised manner. We have recommended Craven Slater to a number of friends seeking financial advice.
Craven Slater were recommended to us by a friend. Their review of our financial health as well as our remortgaging were all dealt with in a professional, very friendly and highly personable manner. They took the time to get to know us and what we wanted from life to ensure the financial products they recommended were right for us. There was no hard sell – indeed the exact opposite – we were in full control at all stages which was helped by often complex financial information being explained to us clearly and in a way which ensured our decisions were the right ones. The trust we have now developed with Richard and Robert has fostered our long term relationship with them for all our financial matters. We have subsequently recommended them to our own close friends and family.