Sales & Marketing, Tobel Corp.
“Since investing with Neetrost Investment, we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.”
Sales & Marketing, Tobel Corp.
“Neetrost Investment's approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much better than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain.”
Managing Director, T&M Ltd.
“Just to say many thanks for a very positive meeting yesterday. Hilly and I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope this will continue into the future.”
Partner, James & Partners
“Through in-depth discussion Jeremy encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. Jeremy simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. Neetrost Investment is very client centred and professional and we would happily recommend their services to others.”
Chairman, Cooper Corporation