Private Client Consultancy Avis 120

Not having much experience with investments, I found Josh brimming with patience to endless questions which were very professionally answered. Josh inspires confidence, and I know I can contact him anytime I might need to. He's a perfect asset to the company

Excellent service. Timely and professional. My advisor is direct and straightforward, contact is maintained at all times and is adjusted to my preference. The level of service has been maintained to the same level after I ‘signed’, which is not the experience o have had previously.

A year ago I had never heard of these guys and found them completely by accident. I got in touch and they got right back to me. Right from the start I felt like we were on the same page. They actually listened to me, and I didn't feel under any pressure. That definitely reassured me.
I'm not a financial person myself and it's too early to know if the solution that has been put in place is the best one for me, particularly with the impact that recent events has had on the price of all financial products. In 5 years time, if anybody asks, I'll be able to give a complete judgement on the product and the provider. This lack of perspective is the reason for the missing star.
Ricardo has been a great guy to deal with; well mannered, organised and efficient. He is still young and will develop with experience but I am comfortable that there is a strong team behind him.
I look forward to working with Ricardo and the PCC team over the coming years and even decades!

Karen made a great job to dig out and find information about my various pension pots from when I lived and worked in the UK. We now have a consolidation plan for those pots and what to do with them. Karen also pointed me to the right investment strategy and tool for me. Her always patient and clear explanations of sometimes non-trivial financial concepts helped me as a beginner investor get on the rails. Thanks a lot!

Kevin Birtles has been my financial advisor for many years and has always provided excellent, solid, measured professional advice on every occasion.
Kevin's new associate, Rachel Curran, has been very professional in her email communication skills during the organising of meetings and the issue and exchange of documents with her. Thank you.

Personal, friendly and professional attention from Kevin and Rachel.
In each meeting I have had with Kevin he has taken the time to fully understand our situation and needs for the future. I am confident we are in very safe hands.

Kevin and Rachel both professional and yet approachable. We feel they have our best interest at heart. Looking forward to working with them to establish a bright future.

Kevin has been my financial advisor for many years now and has always provided me with focussed, relevant and understandable financial advice. He is my go-to guy for all my financial support and related queries and have no hesitation in recommending him highly.

Peter Smith

I had the chance to meet him after an unfortunate experience with previous consultants from another company. Peter made the difference, he is clear, effective and approachable.

We found karen Blair a very pleasant and friendly person to deal with. The information she provided was very helpful and explained in a way that we understood. Karen was very professional in her call but also down to earth we were very comfortable telling karen our personal business and would not hesitate to recommend her to friends and family we look forward to chatting to her again very soon

Peter Smith is my advisor and a very good advisor, he makes things easy to understand, he is approachable and professional. I recommend him big time.

Jordi

I came across Josh when I was wanting to consolidate my pensions in the UK and put them into investments. At first when I was considering this I was sceptical, as you hear all kinds of horror stories. I had a meeting with Josh and was impressed by his knowledge and enthusiasm. He put me at ease and answered all my questions which put me at ease. The transition was handled very well considering there was a pandemic going on. My trust in them and Josh is so much that I have chosen to invest further with them. I receive regular statements which shows how my investments are growing. Josh answers any queries I have and has replied to all my messages. My experience with PCC and Josh in particular has been a positive one and have recommended other people who have also echoed my experience.

I have had great service from Josh at private client consultancy over the last year or so. He has taken care of
the financial planning for my future and retirement. Josh has been very professional in his approach and very thorough in getting to know my situation and needs as a client. He also worked hard and persisted through a difficult situation with my previous pension provider. Without his help I doubtless would not have managed to secure the funds which they held. He has sent me gentle reminders when I need to take action and has always been easy to get in contact with when I have needed some information. I would highly recommend his services and knowledge to anyone who may benefit from some help with their financial planning.

My adviser Josh dealt with queries about my pension transfer in an efficient and professional manner, keeping me updated of the progress along the way and assisting in getting a very good exchange rate when it was time for the transfer from UK. I am very happy with his service and would thoroughly recommend him. Infact, I had been approached by two other companies but chose Josh because of the trust he instilled in me.

I approached PCC Wealth on a recommendation by a friend. I did not have much expectation, good or bad, and truthfully, I was unsure really of what pensions I had and what my options were. I wanted to turn any old UK pensions into investments and I had no clue how to go about it.
From the minute I first spoke with Josh Williams, I felt completely at ease and trustful of him, and of the company on a whole. He explained the background of the company, and what would happen to any of my investments should the unlikely event that the company was no longer able to manage my assets. As he was so open and transparent with every question asked, I had an instant good connection and good feeling about our future business together.
As I basically knew nothing about what possibilities I had with my pensions, I had many many questions about how it all worked. Josh was not only thorough with is answers, but I can honestly say I don't know how he had the patience for me at times, he even spoke with my father to answer his questions about my options, and even my father was impressed with Josh's professional manner and knowledge, at such a young age.
Nothing was ever too much trouble for Josh, and he came out again to see me on a few occasions to make the whole process convenient for me. Naturally, the pension process is not a quick process, but I was constantly updated on anything, and he even got me compensation money from the 3rd party because of their delay in the processing.
I believe that Josh and I will have a long professional relationship, because I could not imagine moving my business elsewhere. Also, there is not much this guy does not know, and what he doesn't know he will make it a challenge to get an answer for you. I am so happy with his professional, knowledgeable and courteous manner along with the amazing services that PCC Wealth offer, I could not recommend Josh Williams, and PCC Wealth enough.
Thanks again Josh for all your help, I can honestly see you reaching, and far exceeding, your career goals!!!

well I've had to change this post under pressure from the admins of this site.

Hi Andy Oliver. Remember your client from 2015? 1.9 million GBP he invested through you. He died in December 2016. Remember you met his daughter the day after she cremated him. An OMI bond with her as the co life assured. A Certificate of Nominated Beneficiary with her name on it 100% entitlement. She's still waiting. Are you treating your new clients better than how you treated this client? That meeting you had with him after he died. How did you do that. And trading 2 years after he died. Oh those high commission trades hey? His daughter doesnt know how much is left in those bonds. How much did you make out of that account. Those dealing instructions with the same signatures. Need I go on? You have some explaining to do. If only I could post pictures here for all to see. Did you forget the SOF with all that money? What happened there. How many times did you use the same signature. Those "managed" application forms. Dodgy letters to the trustees.
It was a mess from the start Andy. Paperwork was changed and you knew about it and said nothing to the client.
Not the actions of a professional.
The trustees still have the policy, and your company are the advisors.
Man up Andy.

Both Maxine who made the initial contact from my enquiry and Karen who talked me through my U.K. based pensions & offered general all round good advice we’re both professional & friendly. Giving me the satisfaction of confirming my planning & future provision were on target & that I could well be better off once I do retire than I am now. Very reassuring.
They confirmed my will provision was also well planned and suggesting when I was ready they could advise on ensuring what my family inherit is secured from excessive taxation for them. This I will be following up & I will look at all their offer services to ensure my financial future in my retirement & beyond are secure & as simple for my family to navigate as possible.

Peter has helped me to optimize my investment portfolio for a better overall return. He did however only advice to do changes really making sence and first when needed which makes his advice really trustworthy.

Kevin has been taking care of me for several years now and has been nothing but attentive, trustworthy, professional while personal and non-obtrusive. I can wholeheartedly recommend him.

Kira was clear, concise and friendly. She understood very quickly my needs and spoke in language I could understand. She was able to facilitate information I needed + offer a follow up plan and guidance should I need further assistance. One of the most helpful comprehensible and useful calls I have had regarding personal finance in years. Would highly recommend.