I have known Tim Jopling for 8 years. When he arranged family protection and pension cover for us, he provided us with a professional service which suited our needs.
Just over a year ago I was widowed and Tim quickly sorted all our policies for me. He always provides a professional but friendly service and was sensitive to my situation. He couldn’t have been more helpful at a desperate time. I fully trusted Tim to invest my money wisely and he explained everything clearly, providing me with all the information I needed to make decisions.
Over the past year my investments have grown at a very pleasing rate. I wouldn’t hesitate in recommending ‘Direct Financial Solutions LLP’.
- A. Hinchliffe
I have known Tim for over 15 years and have been using Direct Financial Solutions LLP to provide bespoke investment advice and services since its inception in 2005. Tim is a dedicated, reliable, ‘no nonsense’ advisor who can provide tailored investment solutions to meet client’s needs. I would happily recommend him to others.
- N. Hughes
Since 2007 Tim Jopling of Direct Financial Solutions LLP has been advising my wife and I on all matters regarding personal savings, investments, pensions and life insurance planning. As we approach retirement it has been extremely important to us to get not only the best interest rates available, but also the right type of investments to provide us with a steady income during retirement. Consolidation of several small pensions into one overall pension and, as I have worked abroad for many years, offshore investments are specific areas where DFS advice has been welcomed and proved to be beneficial to us.
DFS have always given us sound, easy to understand advice on all matters and always follow up any conversation or meeting with written confirmation. DFS also monitor all of our financial investments, on our behalf, and keep us informed if or when changes are necessary. Tim is a friendly, gregarious person, always willing to explain complicated financial matters in layman’s terms, which we have found sets him apart from other financial advisers. For these reasons we would not hesitate to recommend DFS to anyone requiring sound financial advice and assistance.
- A. Gittins
Enforced redundancy after 33 years at ICI came as a shock and left me bewildered and with a feeling of insecurity. Thankfully I was recommended the services of Tim Jopling as an independent financial advisor, and with my focus clearly on finding re-employment, Tim took some other pressures off me, and set out a financial plan for my long & short term future.
Sixteen years on and I can honestly say that the advice & help I received back then was a major factor in stabilising events. Regular reviews and informal chats has since become the norm, and when the financial world blew apart in 2008 and many of my contemporaries hit the panic button, DFS invited me through for a re-assuring chat and review, which thankfully with some tweaking, has seen my investments ride out the storm.
The most important factors throughout, have not just been the good advice (which of course was essential), but the fact that help & advice was always at the end of a telephone, and any face to face meetings were always held in a private and relaxing atmosphere. I would strongly recommend DFS services to anyone.
- B. Pell
Direct Financial Solutions LLP has looked after our financial affairs for more than 5 years. The service provided is both friendly and efficient, being tailored to our individual needs. The company recognises that a family’s financial situation evolves on a continual basis and DFS has been careful to ensure that they have a complete picture of our current and future plans before making specific recommendations. The company really listened to us and the quality of service provided has meant that we would not consider placing our financial investments with anyone else. We would recommend DFS to others who value a truly honest and impartial service.
- Dr I. Fraser & R. Fraser
It is my pleasure to endorse Direct Financial Solutions LLP an organisation that I have now been involved with for over 12 months.
I was introduced to this organisation by a personal friend following the loss of my wife. I had a lot to sort out and was reassured by the DFS who visited me and outlined what was available from their firm. Since then we have discussed investments, savings, insurance and inheritance tax.
All this has been done following a personal analysis of my perception of financial services and making informed decisions. The most attractive aspect was being seen when and where I wanted to be seen in addition to prompt response to my concerns whether by phone or by email.
DFS services have been excellent.
M. S. Kibirige
I have known Tim Jopling for 17 years and have dealt with DFS since its inception. Tim has assisted me with sound and considered mortgage and financial advice.
I have the utmost trust in the advice Tim provides, he looks at all the options available to ensure that the financial advice he provides meets my needs and financial constraints. I would recommend Tim and DFS to future clients for the 100% commitment he has given me on an ongoing basis as my circumstances have changed ensuring all products are ‘fit for purpose’.
- C. Richardson
I first approached Tim with a general query about pensions 3 years ago as I was getting near the time I was able to take my pensions.
I went along with the usual reservations towards “Pensions and Financial Investments People” – but soon realised how much I needed Tim’s help and advice.
It became clear that “the devil was in the detail” regarding the pension business and I knew I couldn’t have approached this pension issue on my own.
He pointed out some guarantees that I not had realised existed on one contract.
Tim explained everything well, so I could understand it clearly and he gave me the confidence to go ahead with his recommendations.
I would certainly say it is well worth a chat because I know that I’m not alone in thinking this Pension business can be a minefield and Tim would give you peace of mind and the confidence to know that you would be doing the right thing regarding your pension issues!
- L. Duggan
Tim Jopling of DFS was appointed our company pension advisor in January 2007.
Tim has given the company and employees help and advice on all aspects concerning pension arrangements since then with regular reviews of individual pension investment performance and updates of funds to date.
Tim has always given us his personal service and addresses his advice to suit the audience.
We have had a number of financial advisors since the outset of the company scheme and after some who did not deliver the complete package after receiving commission / retainer payments we have finally found someone who delivers the goods.
We have no hesitation in recommending DFS to prospective clients and we are sure that they will give you the personal service you would like and need in this ever changing environment.
- T. Flavell
I have been a client of DFS for around 3-4 years now. They were originally recommended to me by an accountant and I have been very happy with the service that they provide. Both my wife and I have received sound professional advice and are happy to recommend DFS to anyone looking for a reliable financial adviser.
- M. Gregorek
I have known Tim Jopling, in his role as a financial advisor, for over 10 years, and in the time I have known him he has proved to be an extremely professional, reliable and approachable individual. He is thoughtful and considerate with regard to my financial needs and his investment suggestions, even in the current climate, have proved to be both sound and rewarding. Tim makes regular visits to my home, both he and his colleagues, are readily available by telephone. Since my late husband’s death 4 years ago Tim and his colleagues have been invaluable in both their personal support and financial advice, and I have always felt that they serve my family’s best interests, as opposed to merely selling products, so much so that my son now consults them for financial advice.
I feel Tim is someone I can completely trust and would have no hesitation in recommending Direct Financial Solutions to friends and family.
- V. Davy