Charles

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, 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 communicator, 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.

Adele

West Midlands

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, since the death of my husband, has continued 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.

Ros

East Midlands

Mrs Gatehouse is a sound Financial Adviser and 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  excellence through her own hard work and dedication to her profession.

Ros, East Midlands.

Pauline

Oxfordshire

Help and advice which is sound and pertinent to my situation, and this advice is clear to understand; one to be trusted.
The periodic reviews are much appreciated and essential in my case.
No pressure is put on me.
I feel I can contact cre8 at any time should I need help and advice. This I have done many times, and always I am made to feel I am the only client! Immediate help and pleasant response is always afforded to me.

Pauline, Oxfordshire.

Muriel

Cheshire

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, but I am confident she is there as and when I need her, with her friendly and easy to talk to approach to explain all I need to know.

Muriel, Cheshire.

Malcolm

Cheshire

Anita has a very friendly and relaxed attitude, which suits me well and accommodates my attitude to risk, which I gather is high. I feel confident with her recommendations as she clearly goes the 'extra mile' in researching investment vehicles to accommodate me. She understands and advises on investments for a number of family trusts, which have all flourished. My wife is quite naive with respect to financial matters and having met Anita she is confident that should anything happen to me there is friendly, considerate and professional assistance at hand.

Malcolm, Cheshire.

Taff

West Midlands

Anita manages my portfolio and rings me if there is anything she thinks I should consider in the short term. Otherwise we get together once a year to review things and to discuss any applicable changes.

Taff, West Midlands.

Karen

Worcestershire

Anita has been an immense help to our family. She is so personable and very knowledgeable on her subject, continually looking for new ideas. She listens and takes on board all our concerns, helping us to plan for our retirement and our family's future. I would highly recommend Anita.

Karen, Worcestershire.

Peter

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.

Michael

Worcestershire

Anita gives simple, clear, honest advice.

Michael, Worcestershire.

Dennis

West Midlands

Conducts a thorough investigation into individual’s situation confirming goals, attitude to risk via a checklist, family structure and financial status. Based on knowledge gained, discusses and presents recommendations, taking time to explain clearly any questions raised. Charges are explained clearly and are very transparent. Ongoing reviews are held regularly with the opportunity to contact at any time should there be a need to. Responses are timely and clear. Anita is a personable individual who has the ability to make you feel comfortable and important.

Dennis, West Midlands.

David

West Midlands

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 feel at ease and resolve your issues with a smile.

David, West Midlands.

Jeff

Worcestershire

Our Adviser looks after most of our financial needs that our Accountant does not cover, I have known her for many years and she has always advised me correctly, done what she said she will do and done it on time, I have a lot of respect for her and would always trust her business decisions regarding myself along with her dedicated backroom staff who also help to keep the cogs moving.

Jeff, Worcestershire.

Sue

Worcestershire

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.

Roslynd

West Midlands

Anita has been our advisor both in business and privately for over 10 years. She always explains everything in a manner which can be fully understood. I have always said that in my opinion Anita is one of the best IFA's in the country, as she has made my family a lot of money from the advice given.

Roslynd, West Midlands.

Michael

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.

James

Worcestershire

Anita makes us both feel we are her only clients. She spends time really making sure she understands what is important to us and how our money fits into that picture. We would recommend anyone to her safe hands.

James, Worcestershire.