Reflect Financial - Liverpool

Rachel K.

Having attended a retirement seminar, I then had one to one Teams meeting for further financial advice with Adam Norris. He is clearly very knowledgeable regarding financial matters.
The advice given was clearly explained and I felt very comfortable discussing my finances and will remain in contact for further investment discussions.

Alison K.

We would like to thank Adam Norris for meeting with us today. Reflect Financial were advertised on the NARPO website and as retired police officers, my husband and I felt comfortable approaching this company. Adam listened while we explained our situation, asked relevant questions and reassured us that we were considering viable options. We are now able to make more informed decisions regarding our future financial matters.

Jens R.

Not relaibale

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STEPHEN L.

Adam Norris was highly recommend to me for advice for pensions. I have had 2 appointments with Adam who very knowledgeable and helped me make a tough decision. I would highly recommend Adam for advice on police pensions and investments.

Tracy L.

My financial advisor left last year and I wasn’t informed he had left and it was only when I tried to contact him did I find out this information. I was then told I had just been assigned a new advisor. It has made me not feel valued as customer and I won’t recommend the company after I had trusted them with my finances.

Elaine M.

Excellent customer service was received from Brandon Mawson during the registration process of Trust Bonds with HMRC which I undertook on behalf of my 82yr old Mum. Brandon was efficient and most helpful at all times; he kept me fully informed, replied to emails and phone calls promptly and sought out required information from Trusts which were transferred to SJP from a different supplier.
I cannot express enough how grateful I was for Brandon's reassurance and guidance throughout this process and most of all his patience and kindness.

Christopher D.

We would just like to express our thoughts on the visit of Tom Hoban on March 4th 2022. This was our first face to face meeting with Tom, however prior to this, he had been very thorough and positive in his emails and telephone conversations with us.
He arrived exactly at the appointed time, smartly attired with shiny shoes. He immediately made us feel at ease with his easy going manner. The 2 hours we spent with him seemed to go very quickly. He went through all aspects of our finances and seemed immediately to understand what we were looking to achieve with our investments. He didn’t bamboozle us with facts and figures, but explained everything clearly, and made us feel confident that the Fund Mangers at SJP have our best interests when it comes to investing our hard earned money. He did not try to pressurize us to buy other products, but made us realize that the spare capital we had could work better for us if we invested some of it in an ISA. Again he didn’t hassle us to make a decision on the day, but gave us time to discuss it between ourselves and to come back to us at a later date. After some consideration, we have decided to go ahead and purchase the ISA, and again true to the time frame, he has contacted us via email to get our thoughts and give us some dates for meeting up to arrange to set up the ISA.
Tom has made us feel confident that in these trouble times, our money is being well protected, as he demonstrated with visual charts, that during the fluctuating market, although our money took a bit of a nose dive, we have come out on top again and are still in profit.
Tom is a credit to himself and your company, and we would not hesitate to recommend him to friends and colleagues. Please pass our comments onto Tom.

Robert W.

Reflect Financial provides the security of access to the biggest wealth management company in the UK with the intimacy of a small firm where the team respond to their clients' needs both very rapidly and very efficiently.