Testimonials

2017

Ms A C - Norwich
Many thanks for your email yesterday with your letter dated 26th June and attachments regarding my annual portfolio review. I’m extremely pleased with the 2016/17 results and fully endorse ‘the risk related approach to investing operating in a band for a balanced approach to give 80% accuracy on a 5 year rolling basis’. I must say for me it was the best decision to take and I thank you very much for your excellent recommendation which so far has proved to be very successful for my investments. Like others I’ve obviously been a little nervous about Brexit and the current economic climate but let’s hope we can continue with this good trend and not have to ride through stormy waters ahead.
I’m very happy with the current level of income taken from my portfolio which helps to take care of inflation and most importantly to save a bit for holidays! I’m content to carry on as is for now. I don’t have any questions at the moment and am happy to leave it up to your professional judgement and hope the markets are kind to us.
Many thanks again Keith for your excellent service and financial advice. With your guidance let’s hope my investments continue to reach their ‘True Potential’.

2016

Ms K
Mr Keith Cox has been my financial adviser for more than ten years. During this time I believe he has understood my financial needs, attitude to risk and made appropriate recommendations. He listens to my concerns, answers my queries and is quick to reply when I contact him. At no time have I felt under pressure to consent to doing something I was not satisfied with. I would have no problem recommending his services.

Miss V - Bristol
In the time that Keith has been acting for me (over 11 years now), he has always been ready to listen to me and provide me with all the information I needed to make decisions about investments, transfers, maturities etc in a readily understandable format. I have complete confidence that the advice I receive is unbiased and is based on the latest information available.

I have no hesitation in recommending his services to family and friends as I have done in the past.

Ms B - Marlborough
Keith Cox has been my financial adviser for the past 15 years, ever since I sold my business in 2001.
Keith manages my portfolio using his wealth of knowledge and expertise. We meet regularly throughout the year and communicate through emails and telephone in between times. He has recommended and actioned some really sound investments. Keith also helped me with the writing of my Will. Keith is very knowledgeable about all products and aspects of the financial world.

Whenever I contact him there is always a quick, positive professional reply. He is caring, discrete and honest and I have already recommended him to four of my friends.

Ms C - Norwich
I have known Keith since the early 1990s whilst I was still married and took out a Permanent Health Insurance policy with him. That policy later proved invaluable during a year off work undergoing cancer treatment. After my divorce I sought his advice regarding investing part of my settlement with a view to providing extra funding in my retirement. Keith has looked after my investments with care and always keeps me up to date with the latest relevant information I need to be aware of and I am able to keep a check on my portfolio easily online from his client site.
I would trust Keith’s advice and judgement implicitly with regard to investing my money wisely. This he has done admirably and I am very pleased with the returns on my medium to low risk investments in ISAs which are now on the True Potential funds platform. Thanks to Keith I can relax in the knowledge that, all being well, I will be able to enjoy a comfortable retirement which, without his professional financial skills, would not have been possible.

Mrs P - Wiltshire
Keith Cox has been my financial adviser for more than seven years. I am confident that his advice and investments made on my behalf have always been in my best interests and if I ever need help understanding documents or transactions he responds quickly and clearly.

Mr L - Bristol
As a measure of our confidence in Keith, he has been our IFA for over 20 years. His advice has always been pro-active, easy to understand, sound and rewarding. Keith listens to our investment requirements, and offers several possible solutions as an IFA. He has dealt with our investment funds as well as pensions in a very personable and approachable manner and we would not hesitate to recommend him to relatives and friends.

2013-14

Mr APC - Wiltshire
When we moved to Wiltshire some 17 years ago we were transferred into Keith's administrative area by Ridgefield Financial Services with whom Keith was working back then. We really lucked out from this transfer as we immediately 'clicked' with Keith and his no-nonsense and extremely sensible attitude to our financial planning. When Keith left the company we followed him to carry on using his services. Keith has helped us plan for our future of helping our kids through university and our forthcoming retirement years (if the government ever stops moving them further away) while remaining very realistic throughout about how much we could afford to invest at any point. We have always found Keith's approach to ensuring that we can enjoy the fruits of our income in the present whilst still planning whatever we can reasonably afford for the future. We have never felt any pressure to invest in anything we didn't want to just for the sake of Keith's personal gain or commission. In our experience it is rare to find a truly independent FSA that isn't pushing a particular product line at every possible opportunity. I would wholeheartedly recommend Keith's services to anyone, and have done so on several occasions already.

AWR - Bristol
KRC have provided me with valuable financial advice and investment services for over 25 years. From conducting full scale regular and ad-hoc reviews of my existing portfolio, to new investment advice and transaction management. I consistently find KRC professional and easily approachable on all matters. Always willing to offer advice and assistance in many financial and other wealth management areas I have no hesitation in recommending KRC.

Mrs JAC - Bristol
Mr Cox has been my Financial Adviser for thirty years now, in which time his service has been faultless as well as profitable. We have a good partnership.

Mrs JSB - Marlborough
I sold my business in 2001 and had a substantial amount of money to invest. Keith Cox was recommended to me through my solicitor at the time and it has been one of the best decisions I have made. Keith has managed my portfolio for the past 12 years and I have enjoyed a highly professional and efficient service.
Keith is a very honest, discrete and caring person with a clear passion for what he does. Keith is always proactive in communicating with his clients and makes a point of contacting me on a regular basis. His evident wealth of knowledge is reflected in his sound advice and he always allows plenty of time to discuss investment opportunities together with his recommendations.
I have no hesitation in recommending Keith Cox as an IFA to anyone looking to invest.

RJC – Bristol
I have been receiving independent financial advice from Keith Cox since 2008, a year prior to my retirement. He monitors my investments and makes recommendations appropriate to my needs.
He is careful to explain all my options so that I can fully understand them. He is entirely trustworthy and a man of integrity.......