Couple with financial planner providing testimonials.

We are one of the best – here is some proof!

Over 90% of our clients told us they are most satisfied with our:

  • Financial knowledge and expertise
  • Their business relationship with us (reflecting the ongoing nature of our advice)
  • Our understanding of their needs and objectives
  • The implementation of our advice
  • The level of communication we have with them
  • Most importantly, their overall satisfaction

87% of clients would refer their friends and family (that’s how our business grows!) and is the ultimate sign of the trust our clients place in us.

Core Data Research logo.

This information is from an independent, June 2016, survey by Core Data.


The following testimonials have been gathered from anonymous surveys submitted by our clients.

"After many disappointing experiences with financial planners (and I am in the banking industry) my husband and I decided to go to an independent financial planner, Philip Taaffe, who was recommended to us. It was life changing, the clarity of the information, the way it was presented and how easily we understood the details was amazing.”

"Philip is always willing to explain things and answer questions in a way that I, as an older client, can always understand. He is prompt in returning calls, and ensures that I am happy with the decisions, and the reasons for them, that are arrived at- and always in my best interest. Both he and his staff make me feel quietly confident that I am well looked after- and able to be independent and reassure my caring family that I am able to continue a busy and happy life style ".

"Overall fantastic service, I have recommended to many family and friends."

"Philip is always extremely responsible and caring and I believe he understands our financial goals."

"We have dealt with Philip over the last six years and his advice has kept us in a good financial position through tough times."

"Philip is professional, conscientious and takes a personal interest in my financial welfare. He is efficient and timely in his advice for review and update of my investment portfolio."

"Philip is easy to talk to, trusted and provides sound guidance on our needs"

"Keeps me updated via email and phone calls, never steered me wrong yet."

"Philip emails any changes he advises and answers any queries promptly."

"Our Aptium Financial Services adviser is readily available for consultation, is competent and regularly reviews our portfolio and advises of changes we should consider with supportive data."

"I always come away from a meeting feeling more informed than when I went in and feel that I am being listened to and not pressured to make decisions that I am not comfortable with."

"He is open minded, very easy to deal with and has a good communication style. His knowledge and advice is very good."

"My financial advisor is very professional, thoughtful and insightful in all my dealings with him. I consider him to be someone I can always rely on."

"Efficient, approachable, helpful, informative."

"Financial adviser is always willing to make time to talk to me about any problems. I know I can trust him, he has never let me down. He definitely understands that I don't want to take huge risks with my money, so tailors the investment accordingly."

"Our financial adviser is always available (or makes other arrangements if he is away). He keeps us informed of all aspects of our situation and advises of any changes we need to consider. He always makes time to fully answer our queries. We are delighted with the service, especially after our experience with other financial 'experts'."

"Always available to answer any queries. Flexible with time. No question is too hard to answer and always has great strategies to maximise what we get out of our investments. "

"We met Philip Taaffe at a time when our income had reduced by 2/3rds. His knowledge, skill and empathy enabled him to develop a strategy tailored for us.”

"My Financial Advisor has always demonstrated a top level of professionalism, yet empathy with my situation. Although I know my advisor is constantly either updating his knowledge or working with clients, he always makes himself available to answer any of my questions. Customer service is paramount to success."

"He keeps an eye on my portfolio and advises changes where warranted and puts forward recommendations. His advice is well qualified and I can contact him at any time. Of course financial situations worldwide can vary but my retirement is progressing well.”