Steve Sussman - Independent Financial Adviser Testimonials

I would like to take this opportunity to thank Steven for all the help and good advice he gave me when I was looking to increase my protection cover. Steven took the time to conduct a full financial review advising me on the best way forward to give me comprehensive cover at a price that was affordable to me. He acted professionally and efficiently throughout and explained everything in a way that made sense and therefore I would not hesistate to recommend his services to others.

Dear Steven
Many thanks for helping my husband and I recently in reviewing our life policies and pension and suggesting ways we could
bridge any potential shortfalls that had arisen since the policies were originally taken out on the advise of another IFA, many
years ago.
You were extremely patient and showed great empathy with our requirements, offering us a range of options and always
clearly explaining the pros and cons of each product.
In the end it was this level of care and attention that helped us to make a decision and this was promptly followed through
by yourself in instigating the policies. You kept us informed throughout the process and have proven that you are always
there at the end of the phone, to help and advise us whenever we need it.
Many thanks for your time and efforts and we look forward to continually working with you in the years ahead.
We will certainly recommend you to others wherever we can.