TESTIMONIALS

Relationships
& financial journeys

Relationships
& financial journeys

At Solomon’s IFA we are immensely proud of all the positive reviews that our clients have generously shared. Our many great relationships are built on honest advice, trust and integrity, as well as our calm and considered guidance.

ARTHUR & LIZ WYNYARD

“Planning is important’ … after all, you never plan to fail, but quite often we fail to plan. Financial Planning is a long-term occupation and I believe that Solomon’s have a handle on this whilst they work closely with their clients to meet these goals. It is this close relationship which enables clients to be confident with the financial decisions they make.”

ARTHUR & LIZ WYNYARD

“Planning is important’ … after all, you never plan to fail, but quite often we fail to plan. Financial Planning is a long-term occupation and I believe that Solomon’s have a handle on this whilst they work closely with their clients to meet these goals. It is this close relationship which enables clients to be confident with the financial decisions they make.”

SARAH CULPITT

“Without doubt, meeting Dominic and becoming his client has been absolutely pivotal in achieving financial security. I’ve not inherited or won any money; it’s all been earned and wisely invested. Dominic has adjusted to my waxing and waning income, been patient with my crazy life, no other person knows more about where my money goes (four Norwegian Forest cats and one Lancashire Heeler). 25 unpredictable years and Dominic has been there, on email or phone, in letters and in person, for the whole journey.”

SARAH CULPITT

“Without doubt, meeting Dominic and becoming his client has been absolutely pivotal in achieving financial security. I’ve not inherited or won any money; it’s all been earned and wisely invested. Dominic has adjusted to my waxing and waning income, been patient with my crazy life, no other person knows more about where my money goes (four Norwegian Forest cats and one Lancashire Heeler). 25 unpredictable years and Dominic has been there, on email or phone, in letters and in person, for the whole journey.”

DR PHILIP RICH

“I’d say the most important financial decision I’ve made is ensuring that our financial planning is done by a professional that we have a good relationship with. I remember when I met you (Dominic) – I was working at a hospital not that far from here and you were doing a lunchtime presentation. I remember speaking to you at the end of that meeting, and I don’t remember what we said or anything, but it just went from there. That would have been about 1993, so 27 years! The relationship went on from there, and it has served us very well.”

DR PHILIP RICH

“I’d say the most important financial decision I’ve made is ensuring that our financial planning is done by a professional that we have a good relationship with. I remember when I met you (Dominic) – I was working at a hospital not that far from here and you were doing a lunchtime presentation. I remember speaking to you at the end of that meeting, and I don’t remember what we said or anything, but it just went from there. That would have been about 1993, so 27 years! The relationship went on from there, and it has served us very well.”

JEREMY SYKES

“The best financial decision my wife & I have made is to plan financially for retirement using Solomon’s; but we should haves tarted sooner and that would be my advice to my 20 year old self! We use Solomon’s because we need someone to make investing for growth for retirement both easy and tax efficient, and without their services we would leave things to drift. I also appreciate that I can always run ideas about potential financial issues past Dominic, and he will spell out the pros and cons of our ideas and has helped us to make good decisions (even in areas that are not part of the portfolio that is managed by Solomon’s).”

DR CATHERINE RALPH

“As a doctor, your whole brain is consumed with being a doctor; your professional conduct and your daily work. We don’t really have the time to worry about finance. There’s no doubt that one of the good decisions I made was to get someone to deal with that. I’m useless with finances, so the right decision was obviously to find somebody who could look after my finances. I like the fact that I can just leave it to you to worry about because I’ve got enough to worry about. I have really valued the fact that whilst I am the person that pays you, you have provided advice for my children and my mum. You helped her to plan her estate and the children with their Trust funds. My financial wellbeing is encased in my family – it’s not just about me, it’s important for my family. So I found that enormously helpful and am very grateful for that.”

DR SARAH REYNOLDS

“When I’ve needed advice, you’ve been there. I believe I received good advice, particularly around Simon’sdeath and our life insurance and I benefited from that. And I’ve always had the attitude ‘if it ain’t broke, don’t fix it’. I also don’t like aggressive marketing, it’s not me; so having you there quietly in the background when I want you; when I need you I can reach you on the phone.”

DR SARAH REYNOLDS

“When I’ve needed advice, you’ve been there. I believe I received good advice, particularly around Simon’sdeath and our life insurance and I benefited from that. And I’ve always had the attitude ‘if it ain’t broke, don’t fix it’. I also don’t like aggressive marketing, it’s not me; so having you there quietly in the background when I want you; when I need you I can reach you on the phone.”

LUCY FOSTER

“We had the privilege to know Dom as a friend way back before he started Solomon’s. We knew from the start he was upfront and spoke plain English – no financial jargon. His willingness to help, his trustworthiness, integrity and morals made the decision all too easy to entrust him with our financial planning. Simply put, we cannot rate Dom highly enough. In a world where there is so much to doubt, mistrust and be anxious about, TRUST IN YOUR IFA cannot be overstated. As a business, Solomon’s has grown and evolved over the years, but the core fundamentals remain true to this day and that is why we remain.”

LUCY FOSTER

“We had the privilege to know Dom as a friend way back before he started Solomon’s. We knew from the start he was upfront and spoke plain English – no financial jargon. His willingness to help, his trustworthiness, integrity and morals made the decision all too easy to entrust him with our financial planning. Simply put, we cannot rate Dom highly enough. In a world where there is so much to doubt, mistrust and be anxious about, TRUST IN YOUR IFA cannot be overstated. As a business, Solomon’s has grown and evolved over the years, but the core fundamentals remain true to this day and that is why we remain.”

SUZY HUGHES

“Dominic tailors my financial plan to my life choices and possible future plans and explains financial terms and processes in a way I understand. Solomon’s has provided a secure structure and expertise, which has given me confidence and reassurance, particularly in uncertain times. Above all I value the integrity with which all members of the team at Solomon’s approach their work, they combine being both highly professional and approachable.”

SUZY HUGHES

“Dominic tailors my financial plan to my life choices and possible future plans and explains financial terms and processes in a way I understand. Solomon’s has provided a secure structure and expertise, which has given me confidence and reassurance, particularly in uncertain times. Above all I value the integrity with which all members of the team at Solomon’s approach their work, they combine being both highly professional and approachable.”

DAVID & BARA SAINT

“Over the years, Dominic has advised us through some significant highs and lows, always encouraging us to take the long-term view. It has been particularly helpful to have his calm and considered guidance, backed up by years of experience – as well as a vast array of data at his fingertips!”

CHRIS WHITELOCK

“I have confidence that I can leave all the financial planning stuff in Solomon’s’hands. Dominic doesn’t take undue risks with people’s money. He knows what’s out there. I feel very happy leaving that to him. It’s not my forte, and I’m happy for the Solomon’s team to look after that.”

GEOFF & TRACY STICKLER

“Neither of us are good at understanding the world of finance, so Dom has helped us to get the best from our money – even when we were struggling to make ends meet. We have really learnt to trust Dom and trust his advice. We wouldn’t have paid off the mortgage yet or contemplated early retirement without him. We originally thought that having a financial adviser was for those with lots of money or investments, but Dom has helped us get to where we are now, even though we were just PAYE employees with two sons and a mortgage, struggling to make ends meet. A HUGE thank you to Dom and the team at Solomon’s from both of us!”

MIKE WEBB

“I started working with Dominic nearly 20 years ago in 2001 when I was thinking about selling parts of the FaradayHouse Group. I was referred to him by my Accountant, with whom I also still work. At the time we were sorting outpensions and how to build an exit from the business. Most of the business was sold to a UK company but I retained theBAUR Test Equipment Ltd part of the group. I’ve obviously been very happy with what we have done together, which seems to have worked. Essentially, it’s about a relationship and trust.”

JULIA TRAVERS

“It’s difficult to discuss financial matters with family and friends. Dom is an excellent ‘critical’ challenger/friend. Having advised me on my initial investment portfolio, he has subsequently gently nudged me to increase my level of investment and financial risk but within my comfort zone.”

JULIA TRAVERS

“It’s difficult to discuss financial matters with family and friends. Dom is an excellent ‘critical’ challenger/friend. Having advised me on my initial investment portfolio, he has subsequently gently nudged me to increase my level of investment and financial risk but within my comfort zone.”

ROGER NEWBERRY

“Neither of us are good at understanding the world of finance, so Dom has helped us to get the best from our money – even when we were struggling to make ends meet. We have really learnt to trust Dom and trust his advice. We wouldn’t have paid off the mortgage yet or contemplated early retirement without him. We originally thought that having a financial adviser was for those with lots of money or investments, but Dom has helped us get to where we are now, even though we were just PAYE employees with two sons and a mortgage, struggling to make ends meet. A HUGE thank you to Dom and the team at Solomon’s from both of us!”

ROGER NEWBERRY

“Neither of us are good at understanding the world of finance, so Dom has helped us to get the best from our money – even when we were struggling to make ends meet. We have really learnt to trust Dom and trust his advice. We wouldn’t have paid off the mortgage yet or contemplated early retirement without him. We originally thought that having a financial adviser was for those with lots of money or investments, but Dom has helped us get to where we are now, even though we were just PAYE employees with two sons and a mortgage, struggling to make ends meet. A HUGE thank you to Dom and the team at Solomon’s from both of us!”

DR DAVID MALE

“Alison and I have similar values (to Dominic) and we realised that when we first met. I appreciate having advice from someone who talks about things other than just creating wealth; but how to use your wealth wisely. That resonated far more with our beliefs and way of life. We’ve found the advice very helpful over the years and it’s stopped a lot of anxiety over financial issues.”

DR DAVID MALE

“Alison and I have similar values (to Dominic) and we realised that when we first met. I appreciate having advice from someone who talks about things other than just creating wealth; but how to use your wealth wisely. That resonated far more with our beliefs and way of life. We’ve found the advice very helpful over the years and it’s stopped a lot of anxiety over financial issues.”