What our clients think

"In our business life, We have rarely seen such enthusiasm and energy put into ensuring a good final solution, as Paul Woods and the rest of the team at Imagine Financial Planning, put into our finances when we came to them after we became disillusioned with the company previously handling our account.

We now have our finances clearly laid out for our retirement with a positive well thought out plan going forward, and have the benefit of their other wide range of contacts to call in for advice on peripheral solutions, as they occur."

Ann & Terry Porter - Retired Harrogate

 

I think it is fair to say that Vanessa and I are somewhat naive when it comes to our money! Our busy jobs made it all too easy to ignore issues relating to our finances. Paul and IFP came recommended from a colleague at work and we have never looked back. Paul came to the house and offered a friendly personal service, and he spoke in language we could both understand which was refreshing. Paul has done a remarkable job of steering Vanessa and I through a number of financial challenges over the last few years, most recently the purchase of our new property. It is fair to say that we could not have achieved this without his hard work, expertise and patience. Paul is reliable, incredibly hard working and honest. He has an in-depth comprehension of how the medical profession works, which sets him aside from other advisors we have met. We would strongly recommend Paul and IFP to anyone especially medics, who are looking for any form of financial advise/support.

Craig & Vanessa Nesbitt - Surgeon & Anaesthetist

 

"Imagine Financial Planning has provided me with financial advice for a number of years for both my private and business finances . I trust and greatly appreciate their advice."

John Jepps -Director - Thomas McKay Ltd


"We have been clients of Imagine Financial Planning for over 12 years and have found their knowledge, professionalism, advice and attention to detail exemplary. Paul Woods approach to financial planning isn’t just about investment choices it’s also about lifestyle requirements. He has really listened to our wants and needs and has guided us into making  informed choices which have not just given us financial security but allowed us to live our dreams. Over the years he has become someone we have no hesitation in putting our  trust in completely.

Christine & Alan Gilliver - Retired

 

"“After a bad experience, I was delighted to find an IFA I could trust in Nigel, You can trust him to give sound advice, good value for money and to deliver on his promises. What I like about him most is that he knows it's a marathon not a sprint. He will always look at your long-term interests before a quick sale. If like me you are too busy, too unsure, or too numerically challenged to give you money the time and attention it deserves, entrust it to Nigel. One of the good guys.”

Dan James - Cherry Tiger Ltd

 

" Paul has a great ability to listen and talk about financial matters in a simple, understandable way, he takes the hard work out of keeping abreast of financial affairs and has consistently brought cutting edge solutions to the table.

Imagine Financial Planning of Harrogate has given coherence to my financial planning, and I'm now in a position to take a positive long-term view to my future. I’ve been delighted with the consistent level of personal service I have received from Imagine Financial Planning. I can't recommend them highly enough"

Karla Newbury-Jones - Mrs Energy Ltd

 

 

"I have been a client with Imagine Financial Planning in Harrogate since qualifying as a doctor and throughout their service has been excellent. I have a great relationship with them built on trust and flexibility. Their advice and help has been invaluable. I would have no hesitation in recommending Imagine Financial Planning. A refreshing change to speak to someone who listens to me when things are changing around me.

Dr Sal Uka - Consultant Paediatrician

 

 

“Being a director of a growing recruitment Company and having a young family it is fair to say that I have a lot on my plate. I work hard in my business to ensure that I can take care of my wife and children’s future. I realise that I need to not only work hard I also need to “work smart" As my Financial Planner for the past 10 years, Nigel has helped me to manage my finances more effectively and has shown me how to take advantage of various pension and savings contracts.. Now that’s working smart. I also feel secure knowing that in the event that something happens to me I have adequate protection to ensure my wife and children will be financially secure.

I know that I can call him anytime and I get a straight answer and we can discuss the pros and cons of different investment options for my lifestyle. I would have to say he knows his stuff and I feel confident that I am in good hands .I would be happy to refer him to anyone that wants to improve their financial situation."

PJ Snowball - Recuirt-4-Health Ltd

 

 

"I would highly recommend Nigel Woods as a financial adviser. He has helped us with many aspects of our finances, both in a business capacity and on a personal level."

Nigel is extremely professional and efficient, explaining everything with great clarity and ensuring that all paperwork is completed diligently.

Nigel's extensive knowledge of the market and his tenacity in pushing things forward resulted in him securing business finances and personal mortgage for us, against the odds, during what was a very tough market.

Always quick to respond to any requests that we have, Nigel also takes a very proactive as well as reactive approach. His long-term view to financial planning is encouraging us to take the necessary steps for a secure future.

On top of all this, Nigel is very personable and a pleasure to deal with.

Laura Silcock - White Build Ltd

 

 

"Imagine Financial Planning has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims".

Tom Day - Stephenson Day Ltd

 

 

" Nigel has provided us with a range of financial advice for a number of years. Both my wife and I find him professional and reliable, with a real knack for explaining complex financial scenarios and alternatives, helping us to make informed and reasoned decisions."".

M Chitty - Realise Developments Ltd

 

 

" I have worked with Imagine Financial Planning for many years and the service from Paul has always been excellent. Paul has clearly listened to my needs and has delivered clear and understandable Investment Planning Solutions. I have recommended Imagine Financial Planning to my colleagues and would have no hesitation to do so in the future".

Dr David Yates - Consultant Anaesthetist

 

 

" Nigel is very personable with a deep knowledge and understanding of the mortgage and financial market. His advice ensures that we always get the right deal for us. I have a busy and hectic professional career and the ongoing service provides me with piece of mind of knowing that my affairs are in order. He is genuinely interested in my circumstances and I am treated like an individual and not just another customer. I would definitely recommend Imagine FP to anyone requiring good quality Financial Planning".

Dr A Lockey, Consultant A&E

 

Nigel has always been open and honest with me. His advice is sound based on his excellent knowledge of the financial world together with a good understanding of my personal situation and my attitudes to money. We have regular contact to review my investments.

I had the choice to seek advice from a High Street Bank, where the focus was more likely to be on bank profit, to approach an IFA for a more personalised service and a wider range of products.Previous experience told me that the High Street banks soon lose interest once they have your money. Reviews are less frequent and rarely with the same person twice. I know that I can contact Nigel at any time, I get good advice, and I am a name rather than an account number. The costs incurred have always been made clear up front. I regard them as fair and reasonable, and good value for the professional service he gives. Trust your instincts.

You may not know much about finance, but you can make a judgement about the person giving the advice.

Mrs Susan Millard, Retired

 

"'I have been a client of imaginefp for some years and have been extremely impressed by the professionalism and thoroughness with which they work.  I have been given excellent advice throughout.  Their approach to financial planning is comprehensive and the investment strategy has always been carefully tailored to my wishes and risk profile.  I would recommend them very highly'".

Dr Peter Wanklyn, Consultant Physician

"Imagine Financial Planning has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims"

Tom Day
Stephenson Day Ltd

"After a bad experience, I was delighted to find a Financial Planner I could trust in Nigel, You can trust him to give sound advice, good value for money and to deliver on his promises."

D James
Cherry Tiger

 

 

"Nigel's extensive knowledge of the market and his tenacity in pushing things forward resulted in him securing business finances and personal mortgage for us, against the odds, during what was a very tough market."

Laura Silcock
White Build Ltd

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