Mrs J Elias –  Saxmundham

Mrs J Elias –  Saxmundham

Harwin Bosworth has advised me on financial matters for at least eleven years. I had very little experience of investments but Harwin has always been very conscientious and infinitely patient, ensuring I understood the terminology and implications. Under his guidance, I opened a life policy to provide for my children upon my death and my modest savings have steadily increased in value whilst invested in stocks and shares under the ISA umbrella.

Harwin also arranged for me to invest a specific sum for my three grandchildren, this fund pays a dividend if the FTSE lower closing level rises above the rate on the day the fund was opened. I had no knowledge of this type of investment but am more than satisfied with the increase in value.

I have been very satisfied with Harwin’s advice and his support has enabled me to feel far more confident about making the right decision for my financial future. Every year Harwin reviews my financial situation and is fully aware I prefer not to take risks but follow a cautious approach to my investments.