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comprehensive financial planning proposition.
Here’s what some of our clients have said…
I have a couple of meetings each year and I find them to be very useful in assisting my understanding of the markets in these volatile times. Also, they are willing to meet me at short notice should the need arise. Everything seems to run smoothly at BF and I read the informative weekly newsletter with interest each Friday. BF certainly highlights the advantages of a small personal unit dedicated to the needs of the private client. I recommend BF highly.
Alan GoughAlan and the team still operate as a family company taking pride in their investment advice and customer service, leaving you feeling valued and knowing that they are constantly tracking markets to provide security but also maximise your return.
Robin PaulEven over the recent very testing market conditions, Blythe Financial have delivered returns ahead of its peers. The weekly market bulletin including updated portfolio performance data, is a really nice add-on and this ability to continually monitor progress, is a real comfort. Of course if ever I have an issue, I can make an appointment and chat with “the man whose name is above the door” which is a very rare treat these days! Keep up the great work Alan!
Peter ThomasOn our retirements we wanted someone to manage a SIPP and advise us on most of our investments. Ten years later, we have absolutely no regrets on having appointed Blythe Financial to do this for us. Alan Blythe has never failed to be promptly responsive to any of our queries, and we have complete confidence in his advice. We have a face to face meeting with Blyteh Financial at least twice a year, and we appreciate this opportunity to discuss our portfolios with them.
Jill & Bill Hamilton-TurnerSince 2014 Blythe Financial have been a trusted partner, Investing Pensions and Savings, in line with my appetite for risk, stage in life and work and wishes for the future. Alan is calm, super knowledgeable, authoritative with his advice, and always, his strong understanding of his clients and their wishes, pervades all decisions and recommendations. With so much volatility in markets in recent time, he is proactive in anticipating clients’ needs, communicating and where necessary revising. The wider team, support clients, with the same ethos of timely and calm, efficiency. I have been happy with all my dealings and results to date, have no hesitation in recommending Blythe Financial, in fact I’ve done so already many times.
Carol GloverWe joined Blythe Financial in 2020, after our previous advisors had changed ownership. They discovered several inconsistencies with the previous investments and worked tirelessly and diligently on our behalf for months eventually correcting the situation, saving us a considerable sum, which they didn’t need to do. Proof positive that they are prepared to go the extra mile to look after their clients’ interests. They also helped structure our investments specifically for our own family requirements. The staff are all very pleasant, polite, knowledgeable and were happy to introduce a minor alteration to their excellent weekly report to ensure it came through clearly on the iPad. We are both very happy with Blythe and look forward to a long and fruitful association with them.
John & Elsie OliverI was looking for a mortgage during 2007 and was referred to Blythe Financial by a friend. Soon after taking out the mortgage a conversation with Blythe introduced me to their investment and management skills and I started a portfolio then which has continued to grow at well above inflation and interest rates that are current at the time. As part of their management functions Blythe also managed the transition of my UK and US pension schemes into a suitable vehicle in the Isle of Man. Blythe provides an annual health check with a face-to-face review of performance and risk exposure for all elements of my portfolio and we make any required changes as a joint decision. Blythe also provides a comprehensive portfolio management where they move investments quickly to take advantage of new opportunities or escape from funds not performing as expected. The staff at Blythe are knowledgeable, polite and friendly. I receive a weekly a review of the global and local financial outlook, a service begun during Covid lockdown, which is continuing to provide a valuable insight to what is happening in the financial markets, and how Blythe is interpreting this information to help with its management of our portfolios. I recommend Blythe to anyone seeking financial investment management.
Chris DaviesSince transferring my pension pot and starting a new SIPP with Blythe Financial in 2014 I have been highly impressed with the level of service received. Alan and his team work very hard to keep abreast of developments in the macro and micro economies and have proven to be extremely insightful in managing my investments to maximise profits. The fee structure is transparent and competitive, and I have always felt they have acted in my best interest. The weekly email updates are valuable in understanding market fluctuations and our annual reviews offer good opportunities to clarify performance and discuss options. I’m sure Blythe have many more, higher value clients than me but their friendly and professional approach has always made me feel that obtaining the best return on my investment is really important to them.
Mike StantonIn all my dealings, Alan and his team have been personable, most courteous and professional, acting promptly and efficiently where and when appropriate. Currently, Blythe Financial are managing a modest pool of my pension assets, providing regular reports and updates and a half yearly in person review. I have no hesitation in commending the services of Blythe Financial in relation to the complexities of pension planning.
AnonymousOUR MISSION
To provide our clients with reliable and trustworthy advice, excellent investment performance and a high quality of service.
We know that without clients we have no business, and without long term clients we cannot take a long term view of our activities.
It is through these meaningful connections that we can take a strategic, long-term view of our activities, contributing to the enduring success of both our clients and our business.