Steve Sussman - Independent Financial Adviser

4.7/5 based on 3 reviews
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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.
This testimonial is to express my gratitude for the financial services provided by Steven Sussman. My former financial advisor invested my family’s funds in non profit yielding investments and in fact was costing a lot more than it was worth. Steven, painstakingly, went through all our financial undertakings and resolved every single one of them by recommending suitable financial institutions and areas of fruitful investment to meet our needs. Throughout the process, Steven was very professional, efficient and extremely patient in the manner in which he handled myself and my family as clients. He explained every step with clarity and diagrams. I was extremely satisfied with the service that we received from Steven and consequently I would recommend him without reservation to anyone who may need professional financial advice.
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.
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