“Ivor Bowden and Prudent Financial has acted as an insurance, pensions and investment advisor to Rubicon Infrastructure Advisors since 2011. Ivor and his team have built a strong and trusting partnership with the firm, its directors and staff including in providing financial advice to the team with regards to insurance, retirement planning and personal financial advice. Ivor is very professional and proactive advisor, he keeps our team up to date on their investments, pensions, financial service’s needs. We hope to continue to work with Ivor and the team at Prudent Financial into the future and we can’t recommend them highly enough.”
“The partners at Swiftbrook Medical have been using the services of Prudent Financial for a number of years now. Ivor has advised us on the structure of our Retirement and Protection provisions which span the surgery and our personal situation. Ivor tailored suitable plans for us while also making sure we remained compliant with certain regulations pertaining to our staff obligations. He and his colleagues at Prudent Financial, have made it very easy in aiding us to manage our finances and our team have commented on their first class service! We plan to keep working with Prudent Financial into the future and would highly recommend their service.”
Here are some of our latest testimonials from our clients. We promise our customers the highest professionalism when it comes to helping them with their financial planning. We understand the importance of feeling comfortable with money management and future planning. We feel diving into decisions is not being prudent and therefore, will never rush or push a client into making a choice they are not 100% comfortable with.