I would like to thank Ewing Associates for assisting me with my retirement plans and financial portfolio.
Hayley was very professional in her approach when explaining and simplifying the processes which would have otherwise been quite daunting for a novice like myself.
I would highly recommend Ewing Associates to anybody considering retirement options or the management of future financial planning.
We have been using the excellent services provided by Ewing Associates for over 20 years now. During this time, they have taken a holistic approach to our needs, factoring in our family and work issues and marrying them with our financial investment requirements, acting as ‘financial counsellors’ rather than just being interested in deploying our monies. They listen patiently to whatever situation we are in and then advise accordingly, and are prepared to explain over and over again if we don’t quite ‘get it’.
It’s difficult to explain but it is definitely a personal, unique and engaging approach – they are indeed like part of our family while remaining totally professional.
Over the past few years l have had dealings with Ewing Associates about my private pension. I have dealt mainly with Hayley who has always been very efficient and helpful. I am not very sure of all the financial terms and conditions, so it has been a pleasure dealing with this young lady who has put my mind at rest taking care to explain the ins and outs of the financial documents. Ewing Associates are a very reliable and trustworthy organisation and would not hesitate to recommend them.
Ms Ward, Serviced by Hayley Smith
We have I have been a client of Ewing Associates now for over 30 years.
Initially, I took out a Pension and an Income Protection plan.
Unfortunately, I suffered a motor cycle accident which left me unable to work and fortunately the Income Protection plan is paying a good income which will continue until I reach age 65.
In addition, my pension had a benefit called waiver of contribution which meant that even though I was unable to work the contributions kept being made and were increased each year until my 60th birthday. This meant that even though I am not currently working, I have a sizeable pension fund to look forward to at retirement.
I cannot even begin to imagine how different my life would have been without this massive assistance, and it has certainly made difficult circumstances easier to bear. I have been having regular reviews with my adviser Irwin who now calls to see me with his colleague Sanam and I know that this will give me continuity of advice from people I know and trust.
I have been delighted with the level of service I receive from Irwin and Sanam and would happily recommend them to friends and family, in fact I couldn’t recommend their help highly enough. I look forward to our regular review meetings and feel that our pension and investments are in safe hands.
Irwin has been our Financial Adviser for 20 years, for that time we have always felt that he took the time to understand our financial situation and he has given us very helpful advice. We have an annual review of our circumstances which we find very useful and reassuring and we know we can phone any time we need to for advice.
We would have no hesitation in recommending him as a Financial Adviser
Mr & Mrs Anderson, Serviced by Irwin Stafford
Irwin has been our adviser for 15 years. Over this period we have been very satisfied with our financial services including mortgage, life insurance and investments.
We enjoy the annual reviews and will continue to use the services of Irwin and John Sibley (mortgage specialist) from Ewing Associates and we look forward to a mutually profitable relationship.
Mr & Mrs Large, Serviced by Irwin Stafford
I have been a customer of Ewing Associates for over 25 years during which time they have provided me with expert financial advice covering a number of key areas.
I have no hesitation in recommending Ewings to family, friends and colleagues.
I chose Ewing Associates as they are a local company with a physical presence in St. Ives. What I liked about the approach is sometimes the advice to leave what you’ve got alone and where it is. They don’t try to sell to you in all circumstances. I’ve never had the feeling of being “on the clock” and the meetings take as long as they need.
Finally, the charges and fees are clear.
The only element I’d change is that I wish I had engaged Ewings services 5 years ago. I’d be better off than I am now.”
Mr Stevens, Serviced by Hayley Smith
Back in the late 1980’s, I met with Norman to act upon his recommendation to start an Income Protection Policy, a Critical Illness Policy and a Pension Policy.
In 2005, I went through some health difficulties and therefore went through the claims process on my Policies.
I found the process easy and the providers were really sympathetic to my situation. The features on my Plans meant that the premiums/contributions on my Critical Illness Plan and Pension were paid for me and I also got a monthly Income from my Income Protection Policy. This really allowed me to concentrate on getting better.
I am still a client of Ewing Associates today and I find their service superb and they are always so helpful.
Mr Dawson, Serviced by Norman Ewing & Chris James
Due to the poor interest rates of my savings accounts, I decided to seek advice on investments to achieve a better return. My brother recommended Ewing Associates who had been his financial advisers for a good number of years.
At my initial meeting with Chris I was impressed with his expertise & felt comfortable with his friendly no pressure approach and felt that I could work with him.
Chris presented his proposals at our next meeting and I was happy to go ahead with his recommendations.
Since then we have had a couple of reviews which were very useful and reassuring and know I can phone any time I need his advice.
I would have no hesitation in recommending him as a Financial Adviser.
Mr Gilfoyle, Serviced by Chris James
We have dealt with Greg for more than 20 years on all financial matters relating to both personal and business advice.
His depth and breadth of experience is exceptionally wide and that has been of great benefit to us on so many occasions. More importantly, he is so much more than just a financial adviser – he is invaluable to us. In simple form, “Greg is our Financial Guru”
Mr & Mrs Maurice, Serviced by Greg Thompson
Through Chris James, our Financial Planning Consultant, Ewing Associates have been with me all the way, since I first took out a Company pension around 10 years ago.
Upon deciding to retire, Chris provided much needed guidance on the financial options available to me and gave sound, unbiased advice.
Impressed with this level of integrity and personal service I asked Ewing Associates to take control of my pension and finances, as I felt this was a company I could trust to take care of me as an individual.
I now meet with Chris annually at Ewing Associates’ office, where I am made to feel very welcome by his friendly and attentive colleagues.
Chris shows a real interest in how things are going for me personally, as well as taking time to get an update on my current lifestyle, financial desires and concerns, in order to assess and recommend any changes necessary for the right way forward.
It is good to know that my best interests are always at the heart of any decision made regarding my financial security
Mrs Schofield, Serviced by Chris James
Until I met Greg I had several attempts over many years, to find a reliable and knowledgeable Financial adviser. I was badly let down each time, by bad advice on investments etc.
I have been dealing with Greg now for for 10 years and he has always delivered on what he would do. In clear and helpful way, and always giving 100% of his time and with good humour to me. This has made a big difference to me and my life, since my heart attack.
Mr Washburn, Serviced by Greg Thompson