My wife and I first met Philip & Linda of Corville Financial Services in the early 90’s. Since that time we have had a very close working relationship with Philip in particular. Regular phone calls and quarterly updates enable us to totally understand our financial position and plan ahead. Our quarterly report also enables us to make decisions with Philip regarding our retirement plan.
At all times the advice we have been given has been clear and unambiguous, and importantly, with our best interests at heart, not the fees that may be earned by Corville.
Having built a sizeable portfolio through Corville with regular investments over the years we have spoken to other ‘big name’ Wealth Management companies. Although they were keen to take us on board, they have failed to convince us that we would receive the personal attention we require, and, when we have compared Corville’s investment performance versus theirs, we were satisfied with the comparisons. Obviously, Corville have not been able to produce growth through every world event and recession, but have managed to limit our losses with their investment strategies in difficult times, and produce growth when opportunities arise.
A big factor for us is that Philip puts his own money where his mouth is, not always the case with other advisors.
To close, I feel that we have been fortunate in meeting with Corville so long ago and have recommended them to a number of people over the years.
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