… don’t take our word for it… have a look below at some of the comments that we have received from people kind enough to share them with us… if you want to know more, just ask us…
In all our dealings with Odyssey, and in particular Andrew, I have found him to be pro-active, technically excellent and willing to explore novel solutions to address the needs of his clients. I would have no hesitation in recommending our clients to Andrew as they will be in very safe hands…
D.H., Commercial Solicitors, Cardiff
I have known Jamie at Odyssey for over 18 years and have found his knowledge and expertise invaluable in the area of SIPPs and SSAS's. The way he views situations is very client focused and he has helped a number of clients achieve their goals whether this be through property purchase, targeted retirement situations, tax planning as well as straight forward retirement planning. I will continue to use his knowledge at his new venture…
A.S., Financial Adviser, Norwich
Having been an IFA for nearly 30 years I have seen the technical support for IFA’s diminish. One of the few areas of growth for IFA’s is through specialised pensions for our clients when needed. It is refreshing to have the technical support so readily available and most importantly understandable available at the end of a telephone.
Jamie has frequently assisted me at meetings with clients, their chartered accountants and other professionals. Within a short time, his detailed knowledge and ability to communicate, simplify and with clarity explaining how the plans can work in practice has always helped me secure the business.
J.P., Director, Financial Advice Firm, Cowbridge
I have known Jamie and Andrew at Odyssey for many years and have found their technical expertise in SIPP and SSAS to be excellent. They pro-actively work with me to explore positive solutions for clients helping them through the complexity of legislation and making it understandable for their needs.
More than this, however, they are dedicated to providing high-quality service both to the financial adviser community, and also their clients. They are my “go to” team for SIPP and SSAS solutions, and I would have no hesitation in recommending them to other advisers and potential clients.…
I.B., Financial Adviser, Swansea
Andrew and Jamie have shown time after time that service and technical support remain at the heart of all that they do. They provide a pro-active service to both Financial Advisers and clients, are flexible in their approach, and conduct themselves with trust and integrity at all times.
S.H., Financial Adviser, Cowbridge
Andrew and Jamie have an extensive knowledge of pensions and self-invested portfolios. Added to this they have the expertise and enthusiasm to find a solution to ensure the best outcome for their clients. Very approachable, very professional and a much welcomed addition to the marketplace.
B.S. Financial Adviser, Penarth