Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been working with Jeff for over 15 years now and he has always given us peace of mind for our future. We have entrusted Jeff with our money and are so grateful for his guidance, wealth of knowledge, and his passion for investing and financial planning. This is evident in the results we have seen within our portfolio and our plan. We would highly recommend Jeff.
We have been working with Jeff for many years now and we have had great success in growing our investments with him and through IG Private Wealth Management. He and his team are always available when we have questions, need advice or to just get updates on what is going on in the markets. The new Living Plan program is really something creative. It allows clients to run different scenarios for retirement and investment goals. Always professional and friendly, we would not hesitate to recommend Jeff and his team to anyone looking for sound financial planning guidance.
"During these times, there are a lot of challenges not only in life but also with market uncertainties beyond our control. Jeff and his team have been there through it all. We've been IG clients for many years and are truly impressed with how Jeff and his team are always available to answer our questions and provide sound recommendations for our financial plan. They are the perfect Financial Team to review your financial portfolio, provide professional input and develop a plan to achieve your retirement expectations. Thank you for your responsive, informative and helpful feedback to manage our financial portfolio, especially during these trying times.
We had the self-discipline to begin long-term savings at an early age. However, after thirty years of investing through the bank we were frustrated and disappointed at the low rate of return and poor service we were realizing. A friend referred us to Jeff. He took the time to hear our goals and conduct a thorough risk assessment and comprehensive financial review. Jeff takes the mystery out of investing by breaking down the complex financial world into terms that are easy to understand. Jeff truly knows us as people - not an account number. Together, we have been able to build and adjust a portfolio and plan that works for us. After just four years into our partnership with Jeff, despite softening economies, the growth of our investments made it possible for us to fully retire at 50 and 51 years of age.
Jeff was recommended to us (always a good way to find someone reliable). He has helped us to transfer several pension funds from the UK, some of which involved complexities with the UK government and tax issues which needed to be resolved. We have since also used Jeff to set us up with Life Insurance to support our new home purchase. Jeff and his colleagues at IG Wealth Management have managed the process as smoothly as possible and have kept us informed at every stage. On a personal level Jeff is friendly, approachable, and always willing to spend time looking at your personal requirements; I would highly recommend him.