Axys Investment Management - Testimonials

Testimonials

“I am most pleased with the service I have received and you set the standard, I would judge others by. For over twenty five years I have relied upon financial advisers to guide me in my investment portfolio and there has been none better than Wyn Thomas, who has taken on this responsibility since 2007.”

Mr R E Surtees Heysham Lancs

“We are both delighted with the service you provide and we are particularly impressed by the time you are willing to spend explaining the options available to investors and the advice given thereafter. We value the fact that you keep a constant eye on all aspects of our financial affairs and nothing seems to be too much trouble. Keep up the good work.”

Mr & Mrs BeltonBuckley

“We have been pleased and delighted with the service you have provided. It has always been professional and easy to understand and always as if we were friends/family almost, not just ‘customers’. We wish you the best with the launch of your new company.”

Mr & Mrs BaileyChester

“For over 10 years Wyn has helped us to structure a balanced portfolio which we can easily change to meet the general financial situation of the economy and our personal requirements, we really value the regular informed investment advice provided at our half yearly reviews.”

Mr & Mrs Wilson Cheshire

“Your recent advice concerning Inheritance Tax planning has helped us to initiate an action plan.

Wyn Thomas has for many years, provided my wife and I with sound financial advice in a professional, kindly and considerate manner. His services have ensured our continued peace of mind.”

Mr J & Mrs M Jones Mold

“We really value the way you look after us and put our interests first. In particular I appreciated the way you took care of my concerns whilst John was in hospital, you took a weight off my shoulders.”

Mr J & Mrs J Walker Wrexham

“The regular contact and the benefit of Wyn’s market analysis is really valued by us and we feel that our best interests have been served by having him as our financial adviser.”

Mr T BowenOswestry

“During these seven years he has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly.
I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and everything is dealt with in a pleasant manner.”

Mr R E SurteesHeysham Lancs

“We felt that on the first meeting with Wyn our outlook and situation was understood so that we could achieve the best personal financial advice.”

Mr & Mrs Vaughan St Albans

“Excellent personal service provided by the whole Axys team.”

Mr & Mrs Latham Cheshire

“Over the years that we have had Wyn as our adviser the level of service has always been excellent, he has helped us enormously with everything and much more. We also value the face to face meetings at our home as it is more relaxed and gives us more time to talk over any concerns that we may have. We wouldn’t change a thing and would recommend Axys Investment Management to anyone.”

Miss N Belli Flintshire

“I value the integrity and personal service provided by Wyn. His knowledge of both my position and the financial market combines to produce the best possible financial advice and planning tailored exactly to my needs.”

Ms W MeadowsFlintshire

 “I can strongly recommend Mr Wyn Thomas as a Financial Adviser. When he took over my modest set of investments about six years ago, he radically & successfully reorganised them in the light of my individual & family resources, interests & plans. I now feel much more secure about them. I have found him accommodating about arranging appointments (even being offered the option of home visits), & his staff efficient.

His 6-monthly Portfolio Reviews, which are ‘part of the service’, are always clear & helpful; & I have the impression that his charges have been very modest – to say the least. He has even managed ex gratia a Fund that had been set up previously by another, unconnected, adviser.”

Dr N CheshireColwyn Bay

“Our specific scenario had been that we held a mixture of ISAs, shares and other investments. These had been accumulated over a long period of time without the benefit of specific advice. These had served us fairly well, but approaching retirement, we wanted to restructure our investments to allow a safer approach and use the services of a professional advisor.My wife and I spent some considerable time over the last year or two being advised by various financial institutions and specialists, ranging from an accredited IFA to a local investment broker and also the relationship manager from our bank. Given that we identically described to all the specific circumstances and our aims, we found the differences in advice hard to reconcile. There were also a wide range of relatively high charges being proposed, which in some cases seemed to reduce any investment gain by half. We were recommended to Wyn Thomas of Axys by an acquaintance.Wyn has provided excellent advice and has entirely understood our situation, resources and aims. His attention to detail is superb and since first initial contact, we have been able to formulate and agree a sensible and well structured plan to meet our needs into the medium to long term.Regular reviews allow us to be able to ask questions, receive written reports and receive ongoing general information. The online visibility for our particular portfolio is also a convenient means to obtain live status of all of our holdings. I believe Wyn Thomas to be one of the most experienced, patient and competent financial advisors I have ever dealt with and have no hesitation in recommending his services to friends and colleagues. i have no other connection with Wyn Thomas other than as a satisfied client. Yes. The results at the time of writing have been in line with our expectations and advice given.”

DavidMerseyside

“I sold a business and wanted someone trustworthy for advice on financial planning. Wyn Thomas helped me a great deal in planning my investment to assure a good measure of growth and income from my portfolio. I am very pleased with the outcome so far.”

GwynFlintshire