Case Studies

Client: Mrs Helen Reece
E-mail: Helen@unitedmediaartists.com

Positive and confident are just two of the words Helen Reece would use to describe her chosen firm of financial consultants.

Helen has employed the services of Rock for more than two and half years, and during that time her working relationship with the firm has been nothing but beneficial.

It was a recommendation from a friend which initially directed Helen to the firm, however it was Rock’s approach and expertise which made Helen appoint the firm, as she explains: “Immediately I was impressed by Rock’s clear and confident approach which reassured me that I could trust their advice.  The language they used was very straight forward which enabled me to get a clear understanding of their proposals.”

Running her own property business, Helen contacts Rock for financial advice concerning both her private and business finances.  This primarily involves advice relating to mortgages, funding purchases, buy to let and property selling.

Prior to meeting Rock, Helen had previously sought advice for these issues from a broker, however the wider range of advice and exceptional service means Helen is happy she made the switch.  Now, two and half years later Helen is able to call upon any member of the team.

Helen concludes: “Although my main working relationship is with Beverley, I know I can trust everyone at Rock and no matter when I phone and who I speak to, I always receive excellent service.  I don’t think there’s any way Rock could do a better job.”