Testimonials

 

Here's what clients, and professional financial advisers say about us...

 

Financial Advisers

'Brilliant work, really appreciate the quick turnaround as well, you chaps are really impressing us just now!'

 

Douglas Mitchell, Dip PFS

Medical Professional Consultancy & Financial Planning

 

'Excellent Professional Service, and Excellent Technical Support.'

Sam Pittordou

Independent Financial Services (IFS)

 

'I am very happy with the service I receive from Xafinity and Hazell Carr for our SIPP and SSAS clients.  Technical queries are answered quickly and if it gets really, really technical I can always talk to a real specialist without having to undergo the “third degree” and over protective filtering some other providers’ front line staff have in place.  This facility is particularly useful when unusual situations arise within a scheme.  Common sense is always applied unlike some other providers who seem to follow the “computer says no” model of customer service and support.

 

While charges and pricing are important, and you are pretty competitive in that respect, keen pricing has not been carried out at the expense of decent service.  It is all to easy for providers to follow the cheapest route forgetting, of course, the old adage “buy cheap, buy twice”.  Best example – we don’t have to ask for information, make requests twice or chase again and again.  Anything we’ve ever asked for is done correctly and within agreed timescales.  If there is any delay by external parties we are kept up to date.  In short – good communication.

 

All in all excellent service makes it easier for us to do business and, more importantly, provide a good service for our clients..'

Alex Docherty, DipPFS, AIFP, Director

A D Associates (Financial Adviser)

 

'Having used Xafinity SSAS for the acquisition and development of our Head Quarters in Glasgow city centre I have since recommended Xafinity to a number of clients.  I am more than confident to put our reputation in the hands of Xafinity SSAS due to their superb customer service and sensible approach to business.  I also find they provide similar service levels that I expect & that my company delivers. We have recently used Xafinity SIPP too and are finding the same level of service from them..'

Graham E McKnight, DipFA, Director
McKnight Financial Management Ltd (Financial Adviser)

 

'The SimplySIPP product is low cost and it fits perfectly with our DFM investment strategy.  The service and technical support from Xafinity has been excellent since we started using SimplySIPP in September 2013.'

 

Peter Murtagh FPFS
Davy Private Clients (Financial Adviser)

 

Trustees

'My scheme consultant does a first class piece of work.  I feel my pension is in good hands.'

TC, SSAS Member Trustee

 

'I have received assistance and guidance above and beyond the call of duty from my dedicated consultant.

I cannot praise him sufficiently enough.'

BR, SSAS Member Trustee

 

'An excellent service I have found our scheme administrator to be professional and contactable.'

PG, SSAS Member Trustee

 

Members

(after SSAS scheme administration was transferred to us)

'Not only was the transformation a smooth one, but working with Bryan Scott…has been a pleasurable experience. At all times he has been both helpful and extremely efficient.'

IAG, SSAS Member Trustee

 

'So far as I am concerned, the change-over went smoothly and all seems to be going well.  We have received prompt, effective and professional advice and management of our scheme for which I thank you and your team.'

PM, SSAS Member Trustee

 

'Your firm has managed to successfully transition our account…and the routines we had previously established have been picked up successfully.'

PT, SSAS Member Trustee

 

'My scheme consultant has always been extremely helpful and does things on time and keeps me well informed on progress on matters.  A credit to Hazell Carr.'

HL, SSAS Member Trustee

 

'We feel you offer a very efficient service, without fuss.'

SY, SSAS Member Trustee

 

'I have a good relationship with my consultant.  I feel free to ask any questions relating to our scheme and always get a considered response within a few days.'

BM, SSAS Member Trustee


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