TESTIMONIALS
"Employing a whole team is out of the question as the expense is just too much so discovering Rachael’s team was fantastic. They are hardworking, work fast and bother me very little. I would not hesitate to recommend Precision and will continue to use them as long as possible".
Julie Reeve
JW Financial Solutions
I have used Precision for several years and I cannot praise their services enough. I solely use them for paraplanning i.e. creating and processing pension/investment new money cases and transfers (both defined contribution and defined benefit).Their paraplanners are of the highest quality, extremely polite and attentive. I find all staff members to be exceptionally professional, helpful and on hand to answer any queries you may have. They always deliver within the allocated timeframe and provide a complete case which they see to fruition. I have learnt so much about the process. They can pre-empt any compliance or checking issues so that you can take any necessary action beforehand.They are also very friendly so, this makes it easy to work with them and the whole journey that much easier. I thoroughly enjoy working with them and cannot recommend them highly enough. Thank you Precision!
Tuli Ghosh APFS
Chartered Financial Planner
"I was given the contact details at Precision Financial Solutions Ltd who came highly recommended as a Para Planner. Rachael, and the rest of the team have been a tremendous help to me, taking a great deal of stress from me and getting my cases approved. I took the decision early on that I would submit all my business through them and have not regretted that decision. They are completely trustworthy, reliable and have always put themselves out to help when I have needed further direction".
Donald Chattaway Dip PFS
Financial Adviser
“I have used Precision Financial Solutions for the last 18 months and have found their service exemplary. They offer value for money and are always accessible for assistance by email or phone. I would not hesitate to recommend their exceptionally efficient facility to anyone who needs help with any product or advice that needs approval from their Network’s Compliance Department".
Simon Mitchell
Ashton Gate Financial
"Since using Precision Financial Solutions, my business has grown substantially allowing me to do what I enjoy the most, advising my clients. Since their services my colleagues have noticed my increased levels of business and more of them are also using the paraplanning services of Precision Financial Solutions".
Vince Bartley
Easy Financial Services
"Every aspect of their service has been beyond reproach and every member of staff has been courteous, polite and reliable. It makes a pleasant change to deal with a company that takes pride in providing a first class reliable service. I don’t know what I would do without their support as they have made running my business so much more efficient and compliant".
Allan Kemp
Charles Derby