Gail's story

My name is Gail. I’ve been a client of Salisbury House for about seven years, and I deal with three people in the organisation: Tim, Natasha, and Matt.

When I first chatted to Tim, one of the problems I had was having many different pension pots in different locations, all operating individually. I wanted to get to a place where everything was in one place, so I could access it from one central location, and I wanted to know if I would generate more wealth by doing that, or if it was better to leave them separate.

I first heard about Salisbury House through a colleague who had been a client of Salisbury House for a while and recommended their services to me.

I agreed to meet with Tim Holmes in an introductory meeting to see what the organisation was about. I immediately warmed to him; he seemed like a very nice and trustworthy man who was hugely knowledgeable about his subject, and I felt very reassured and at ease from day one.

There have been three things that Salisbury House have supported me with, one is managing my pension pots and pension contributions, working out how much I should be saving and contributing to my pension; the next is with mortgage advice, I had to borrow money to see me through a divorce that I went through. We managed to borrow money in a way that worked for me, that was very helpful, and part of that was taking out life insurance policies as well. So those three areas have been managed very successfully in one from one provider.

I’ve got to know Tim, Max, and Natasha really well over the time I’ve been here, I feel like one of the family. They know a lot about me, of course, and I’ve grown to know quite a lot about them too. I feel very at ease, and I feel very much as though I’m in safe pairs of hands when I deal with Salisbury House.

In terms of my financial future, I absolutely know that I’m in a better place than I would otherwise have been. I feel the advice has been solid, there are customer access platforms I can look at to see what my investments are, how much money I’m making and where everything is invested; it’s very transparent. It’s given me a really good kick when I realised in some cases I wasn’t putting enough money in the right places; I’m now doing that, and I feel a lot more confident about my financial future.

One of the best things when working with Salisbury House is that there are a number of individuals within the organisation who know me and how to access my finances. If there’s anything I need to access in a hurry, there’s always someone available to help me, and I’ve found their speed of response is superb. I don’t feel alone; I feel like there are other people in this with me.

I would absolutely recommend Salisbury House. They have a broad range of services available; there’s something for everybody and finding many services under one roof is advantageous. In fact, I actually recommended my son to Salisbury House with a mortgage application based on his first house that he’s buying.