Testimonials
Below are comments from some of our First Financial Clients

Tommy Hanna of T M Hanna & Co

I have referred many clients to First Financial. They always provide a high level of advice and an after service second to none. I can confidentially refer my clients knowing they are in good hands. This has complemented by business enormously.


Paul McAlister of Paul McAlister Architects

First Financial provided me with a complete financial review. They were able to set up my company pension scheme and provide me with suitable business protection. They have provided me with a comprehensive review service. This has enabled me to relax knowing my retirement plans are on track and being looked after.


Simon Emery of Emery & Savage

Following a recommendation from a business client, I got in contact with First Financial regarding my expanding business. Now that I was employing over 5 people, it was obligatory for me to offer my staff a pension scheme. The 2 Directors Peter Savage and Sean Larkin, came to my business premises at a time that suited my staff and provided them with a generic presentation. I found Peter and Sean to be most obliging and knowledgeable and I am very impressed with the service they provided.

John Wright (teacher)

The principal of my school arranged for a company, First Financial to attend our school to roll out a pension presentation on the teacher's pension scheme and the recent changes that have taken place. The presentation was both interesting and informative but at the same time presented at a level that we could all understand. Having provided us with information, Peter and Sean left business cards so that we could contact them should we wish to discuss our individual circumstances. Having done so, I now have an additional pension plan in place and the advantage of having a direct point of contact, not only for my pension, but also for my investments. This has given me confidence that I can retire on the salary I want. I was very impressed with the service provided and would have no hesitation in recommending First Financial to anyone, personal or business.

James and Alison McWilliams

We were concerned about the inheritance tax liability on our estate. We felt we had paid enough tax throughout our lifetime and wished to maximise the amount that was passed to our children on our death. First Financial were able to advise us on different solutions to lower our inheritance tax liability. They were very patient with myself and my wife as a lot of our issues were quite emotional. We had our inheritance liability reduced by £250,000. They also explained the importance of regular reviews due to different changes in the law and changes in our personal circumstances.

Andrew Goodwin

Having recently retired I decided to get all my paperwork in order & sort out all my finances. I also needed unbiased advice as to how I should invest my lump sum from my pension into a plan that suited my individual requirements for a monthly income to top up my pension income. I didn't realise that I had accumulated so much paperwork over the years, including statements, valuations etc, most of which I did not understand.

A Friend recommended that I contact the firm he uses, First Financial. They called with me in the comfort of my own home at a time that suited myself. Having provided them with all my paperwork they assessed my current investment portfolio, checked to see if it was in line with the risk level that I was happy to take and made recommendations as to what I would need to do to ensure I was totally happy with my overall portfolio, taking into consideration my existing investments and my available lump sum.

As a result, I now know exactly where all my Investments are held and thankfully no longer have half as much paperwork that I used to have as First Financial have most of my investments placed under their investment management service. This provides me with one statement for most of my investments but the diversification of the best funds managers available. I have the peace of mind of knowing that I just need to lift the phone, should I require further advice or wish to review my investments.

I received a fantastic service from the boys, Peter Savage & Sean Larkin and would strongly recommend their services to anyone whether they need protection, pension or investment advice.