Jim Brook,
In our care since
I first met David in the early 1990’s when he came to see both my late father and me regarding our pensions. I have always found him to be honest and concise. His reasoning is well thought out and logical and he thrives on trying to get the best outcomes for his clients. I have always found him to be approachable and always willing to listen to any of my queries or suggestions. His knowledge of the industry is extensive, and he makes great endeavours to ensure that his knowledge is always up to date.
I would always recommend him (and his firm) to anyone seeking a financial adviser.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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