Testimonials from clients
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Having recently set up a new business and having a young family I was very concerned about what might happen if the business was not successful or if I became unable to work. Dave Jones carried out a thorough analysis of our circumstances and advised us to take out policies which will pay off our mortgage and provide an income in the event of death or critical illness. He also managed to find an income protection type policy despite me not having any trading history for the new business. The cost of having this cover is relatively inexpensive for great peace of mind. Dave was extremely thorough and professional and I have no hesitation in recommending him. Mr C Lawson Oswestry 2 September 2010 I would not hesitate to recommend, for any financial matter, the services of David Jones. He provides a thorough service which is based upon his listening to your requirements and working to provide a package that best fits your needs. His level of professionalism and information (written and verbal) are of the highest quality. In addition he has a good way of speaking to people that puts everyone at their ease and makes the whole process enjoyable and worthwhile. Mr & Mrs B. Mold 24 August 2010 We have worked with Dave for 8 years now to support our financial decisions. As a result we have a fabulous set of insurance policies that provide piece of mind, an incredibly low mortgage deal that cannot now be found in 2010 and confidence that our investments will give us a secure retirement. Mr & Mrs L Nicholson Great Sutton 15 June 2010 A big thank you to you Dave for all the help you have been (more than once). Always friendly, always professional and above all always extremely thorough. We have no hesitation in recommending your services to our friends and we personally hold you in the highest regard. Thanks again. Mr & Mrs K Pearson Chester 25 May 2010 Mr Dave Jones was recommended to me by a family member. From our very first meeting Dave put all my apprehension of financial advisors to rest. The whole experience of his support and advice was invaluable - and painless!!! If in the future I require financial advice my first call will be to Dave. Mrs J Griffiths Wrexham 20 May 2010 We needed advice on our stocks & shares ISA's & a quote on house insurance. Dave has been very good. His knowledge was excellent & he put things across in a language we could understand, everything that he has done has been very carefully detailed, all the t's were crossed & i's dotted. All in all Dave provides an excellent service. Mr & Mrs P Townend Wrexham 15 February 2010 Just before Christmas called David for some advice about pensions. He arranged a prompt meeting, listened carefully to my situation and my goals, and gave sound advice that wasn't motivated by commission. The follow-up work after the meeting was also efficient and what we'd agreed upon. Mr J Walshe Chester 25 January 2010 A highly recommended service. Took time to understand our situation, suggested a range products which were clearly explained - extremely helpful advice with no "hard sell". Will definitely use again! Many thanks Dr A Dowey Wrexham 7 January 2010 David Jones took a great deal of time to analyse our situation and recommended products that fit our requirement perfectly. His attention to detail was first class. His manner was very friendly, but direct and to the point. B Wanford Kelsall 19 December 2009 Over the last 4 years or so, David has secured us some superb mortgage deals and life assurance with a customer service to match. We've had no hesitation in recommending him to family and friends. Take his advice, you won't be disappointed. Mrs & Mrs B Allan Leigh 29 November 2009 David secured a mortgage for us with minimal hassle and offered us the best financial advise for securing our children's future (should anything unfortunate happen to us). He has also just recovered £600 from an insurance company we had over-payed even though it has been two years since we last used his services. Excellent customer service, thanks. Mrs Elaine C Wrexham 14 July 2009 |
I personally can recommend the work that Dave does, he is ridiculously thorough and knows the market and the products that he offers inside out only suggesting policies that will truly benefit his customers. His transparency of information is also refreshing, he will make you aware of all the products that fit your needs, explaining reasons for the difference in cover/costs in an understandable, non-patronising way.
Gavin J Priest Wrexham 26 May 2009
I am very pleased with the help and advice I received from Dave Jones of N.W.I.A. in deciding
my best pension options. He used his expert knowledge and experience in my best interests
throughout.
Regards
Owen Parry Llay 9 April 2009
Dave,
Many thanks for all your assistance in providing a very thorough, clear and understandable review of my personal finances and for the helpful advice given at the end of it. Encapsulating all the documentation and recommendations in the detailed report, provided at the end of the process, was extremely useful. Needless to say we will remain in contact and discuss further any changes in my personal circumstances, as and when they occur. If I know of anyone seeking the services of a Independent Financial Advisor I would certainly have no hesitation in recommending you to them.
Best regards
M Meynell Chester 27 January 2009
Dear Dave
I would like to thank you very much for all the advice you have given us over the past 3 years. The friendly service you provide us is excellent and we will continue to keep on using it indefinitely.
We shall be recommending you to friends and family.
A Bell & G Williams Llay 23 January 2009
We have been extremely pleased with the service provided to us by NWIA. Dave of NWIA ensured that the advice given to us was independent, always in our best interest and tailored to our needs. We found NWIA to be friendly, honest, professional and thorough and we will continue to use their services as and when we need financial advise in the future.
Mr & Mrs G. Wrexham 13 December 2008
Dear Dave
We would like to thank you for all the assistance you have given us over the years, especially in recommending critical illness cover for our mortgage, which actually paid out on Clare's policy when she was diagnosed with MS only two years after we took out the cover. We would not have taken out the cover without your strong recommendation to; as we thought it would be of no benefit. We could not have been more wrong. Once again, thanks for all your help and we look forward to a long relationship with you in the future and we always recommend you to our friends and family.
D & C Jones Mynydd Isa 22 September 2008
Dear David
I just wanted to drop you a line to thank you for all the hard work that you have done for me over these past few months. I have recently received your final recommendation document, and its thoroughness and detail are very impressive. I would have no hesitation in recommending you as a financial adviser, your manner and clear explanation of matters way beyond my comprehension has been a big help to me.
G Owen Wrexham 9 April 2008
Dear Dave
I would like to thank you for your advice and the comprehensive report following our meetings back in May. I have passed your details to a couple of friends and I am sure they will be in contact after they get back from holidays. Not much more I can say really, apart from keep up the good work!
I Jones Llay 20 July 2007
Thank you Dave for an excellent service.
Mr C. West Kirby 29 January 2004
Dear Dave
Many thanks for your patience and sound advice over the years.
H & D Caddick Warrington 12 May 2003
Dear Dave
We would both like to take this opportunity of thanking you for all your valued help and assistance in our financial status both present and future and this appreciation goes a long way back to our very early dealings with you before you went independent. We can assure you that we will recommend you, without hesitation, to anyone who is in a similar situation to ourselves. Many thanks again Dave and no doubt we will be in touch very soon.
Mr & Mrs C. Mold 10 February 2000
