cre8 wealth management     

wealth management

Testimonials

At a very difficult time, when my husband had been diagnosed with a terminal illness, Anita sympathetically took us through the steps that we needed to do to ensure that our/my future was financially secure. Anita has tremendous empathy and has continued since the death of my husband to provide first class advice and guidance at a time when dealing with financial matters was a challenging and unknown area.

 Anita has given me excellent advice on pensions planning and I feel reassured that my future is well planned.

Adele, West Midlands.

Mrs Gatehouse is a sound Financial Adviser. Makes me feel that I am her most important client. She knows my background and has acted accordingly throughout the time I have been involved in seeking financial advice. I trust her completely. As it happens I found Mrs Gatehouse her first job in the financial world and since then she has never looked back and has achieved her excellence through her own hard work and dedication to her profession.

Ros, West Midlands.

Anita has taken the mystery out of investments that are held jointly and individually with my husband. I am not at all active with respect to financial matters and I am confident she is there if and when I need her with her friendly and easy to talk to approach to explain all I need to know.

Muriel, Worcestershire.

Anita takes a holistic approach in her advice by not just looking at the financial aspects of my assets but also by getting to know my personal background and non-financial needs. Anita also ensures that she is fully up to date with current legislation and market conditions in order to offer the best advice for my circumstances but which may not give the optimum return.

Peter, Worcestershire.

As a busy Director my Accountant referred me to CRE8 as I was concerned over my pension position which covered 4 different pensions and I was not sure exactly where I stood with regard to my future income and financial security.

 After our first meeting I was far more relaxed over my future position as Anita explained, in the simplest of terms, how to structure my pensions, and how to use ISA’s as another form of tax efficient savings. Anita took me through the various options available and explained the current tax positions on my pension and savings and helped me to understand the best way to move forward.

 Anita helped me restructure my pension funds and has guided me through various legislation changes and their effects on my plans ever since. We have recently restructured the pension plan as I near my retirement and simplified the plan to make draw down a possibility without compromising the pension pot for future conversion.

 On a personal note Anita, and her team, are most welcoming and she always has time to share a joke and also discuss detailed legislation changes without making it the dour subject it surely is.

 I would recommend Anita to anyone that needs advice and may be put off by talking to an ‘IFA’, Anita will make you at ease and resolve your issues with a smile.

David, West Midlands.

Anita offers a very professional service, she is very knowledgeable, easy to talk to and left me feeling full of confidence with my investments and financial planning for the future when I was at a very difficult stage in my life. She provides a yearly review on my portfolio and financial planning. I am more than happy to leave my investments in Anita’s capable hands.

Sue, Worcestershire.

My wife and I have been clients of Anita’s for many years. She understands our situation, sometimes better than we do ourselves, and her advice is always respected. Everything is delivered in plain English, which is important to us. If we are unclear she will explain again and again until we get it. Nothing is ever too much trouble and nothing is off limits. Anita is truly passionate about her work and her caring nature makes us feel like part of the family. My wife is happy to be involved; our previous adviser was male and she feels more comfortable sitting down with Anita. In a word, Anita is irreplaceable.

Michael, Worcestershire.

My wife and I, accompanied by our daughter, made an appointment with Anita Gatehouse to discuss our IHT planning. Our first impression was that of a clean, tidy and well organised office suite which gave us confidence as to the personnel operations and attitudes. After several meetings with Anita to progress her recommendations we would describe her in the following words:extremely knowledgeable, professional, excellent communication skills, a good listener and charming.

 She has tailored for us a personal IHT plan related to our specific needs and we trust, without reservation, her advice. Following discussions recommendations were made to us in a detailed written report and actions taken were immediately confirmed .

 In my view, Anita Gatehouse is undoubtedly the best financial adviser that I have worked with, both in the USA and the UK, during the past 50 years.

Charles, Worcestershire.