Trade Assist trade investment provides an excellent service, be it on a business or on a personal level. I have found the company’s advice regarding investment opportunities particularly helpful – everything is explained fully, no matter how complex the subject. I am pleased to see the results in comparison to the experiences one reads or hears about in the media. I get the feeling that Trade Assist trade investment are ahead of the game.

We have been with Trade Assist trade investment now for three years. The team have made an effort to get to know us and so the service we receive feels very personal. It has helped us to focus on what we want out of life and is helping us realise our plans. The peace of mind we have from knowing our finances are being so well managed is priceless.

Since investing with Trade Assist trade investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.

Trade Assist is sensitive to our needs and wishes. The trade manager was able to clarify our investment portfolio by clear explanations and visual charts which helped us to understand better. He is always very professional and always shows interest in our family life which adds a personal touch. Staff are always welcoming. I would not hesitate in recommending Trade Assist Investment.

Dupont is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. He is pro-active where the others were not, and has made us focus on our plans for retirement – a huge achievement! He intends to make his business grow here in the Borders, rather than re-locate to the city, and that makes this company additionally attractive to us.

Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Trade Assist trade investment has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Trade Assist trade investment sooner!

Through in-depth discussion Delgado encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. He simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. Trade Assist trade investment is very client centred and professional and we would happily recommend their services to others.

Just to say many thanks for a very positive meeting yesterday. Hilly and I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope this will continue into the future.

We have been very satisfied with the service provided by Trade Assist Investment and over the years and the management of our finances has remained secure to the extent that we can look forward to our late years with a degree of satisfaction knowing that our lifestyle is affordable.

It is good to have financial check-ups and Trade Assist trade investment have all the tools and resources to do this in a very professional yet friendly way. Wendy provides an independent focus on your priorities in the light of changing circumstances and legislation. I have always found her service excellent and recommend her wholeheartedly.

I find them welcoming friendly and my manager spends time with you. If your not sure about something, he takes the time to explain it no matter what it is. On the financial side they will give you guidance but at the end of the day they allow you to do what you want. You are treated like a friend not just a number.

Trade Assist trade and its team are always welcoming and friendly. They are organised and efficient and I trust them implicitly with my finances. My annual meeting is always a joy and I would thoroughly recommend Trade Assist to anyone.

Trade Assist trade investment’s approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much bettr than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain.

In an era in which we no longer have a personal relationship with our bank managers or lawyers, we greatly value the interest that Patrick Dupont takes in our lives and our ambitions, and the way he uses that information to shape his advice and support.

Jaime is generous with his time. He really tries to help me understand my financial situation and I come away feeling reassured. I feel grateful for the clarification he provides, and I feel confident that he will be helpful if I require further explanations. His staff are also excellent.

Since investing with Trade Assist trade investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.