Martin & Jo

Jo

Hi, my name is Jo, and this is my husband Martin. I’ve known Anthony at Red Kite for nine and a half years. Primarily he helped my husband, and then when I retired he started advising me too.

Martin

I was coming up to my retirement and I didn’t have any idea at all about the financial side and what to do with your money. The company I worked for at the time brought in Anthony Howard from Red Kite. I listened to what he had to say, and it went from there.

Jo

After Martin met Anthony and Anthony started to come to our house for reviews, etc. I found him very personable, knowledgeable, trustworthy, and reliable. So I thought: why would I go with anyone else? Why not just stay with Red Kite?

Martin

Anthony lets me know about the different things the money has been invested in, gives me a breakdown from time to time with how the investments are doing, and up to now he’s given me very good advice.

Jo

He makes you feel like you’re a normal person even though we don’t really know a lot about financial matters. If I need any advice, I know I can just pick up the phone or he’ll arrange to come around to see us. He’s not intimidating like some financial people can be – he actually makes you feel like you’re quite normal.

Martin

When Anthony first introduced himself, we had to fill in a questionnaire that asked what sort of risk you would be prepared to take. When I did the questionnaire, I came up just over medium to high risk. That’s what I went with and I haven’t looked back. Anthony has given me advice all the way along on the investments, and how each company that the money is invested in are doing, and how my funds are doing.

Jo

He knows what he’s talking about. I mean, I’m not very good at this sort of thing, usually Martin will explain, but when Anthony comes, he goes into great detail, and he’ll keep telling you until you’ve got it. So I feel very comfortable, he’s given me some very good advice in the past and I wouldn’t want to change.

Martin

The three words I like to describe Anthony as are friendly, helpful, and trustworthy.

Jo

Working with Anthony, I know that I’ve got someone there I can rely on who will give me very good financial advice, and he almost feels like part of the family after nine and a half years.

The best piece of advice that Anthony gave me is when I moved jobs, I had lots of little pensions here, there, and everywhere with different companies. He advised me that he could help me put them all into one pot and move on from there, which was excellent advice.

Martin

He’s been very reliable, very trustworthy, he’s given us loads of good advice and I highly recommend him. I think he’s an excellent guy, and we’re very pleased to be with him.