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Testimonials
Please read our testimonials that have been written by our clients. Paper copies are available from our office.
| As a cautious investor I am so pleased that a friend recommended that I pay a visit to David and the team in Kings Lynn. They are all so friendly, approachable and efficient and they make me feel valued - not just a number. My meetings with David have been friendly and relaxed, yet constructive at the same time and I have been able to understand and participate fully - so refreshing in these days of financial turbulence. |
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Mrs Chase, Kings Lynn |
| Very efficient, helpful and friendly staff and advice which to date has proven to be very satisfactory! |
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Mrs Burman, Kings Lynn |
| I deal with David Malkin of 35 Finance because his advice is clear, easy to understand and his professional but friendly and very approachable manner, together with the research he undertakes, gives me confidence that the advice I have received is the best possible for my financial situation. |
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Miss P. Kirby, Kings Lynn, Norfolk |
| Took our lack of knowledge of financial matters into account. |
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Mr and Mrs Mcgregor, Kings Lynn |
| Thank you for your clearly reasoned advice and swift action on changes agreed for our portfolio |
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Mr & Mrs G F Robinson, Barrington, Cambridge |
| As ever, efficient, helpful and clear information and service. |
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Karen Clegg, Cambridge |
| We have been clients of 35 Finance for several years and have always found the advice given to us extremely helpful and rewarding. The staff are very courteous, knowledgeable and efficient. We have no hesitation in recommending their services. |
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Mr and Mrs Williamson, Heacham, Norfolk |
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The advice given has always reflected the purpose behind the investments in general. When under pressure to meet the care home fees pertinent advice has always been given and so far (over 4 years) we have met the demands! |
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Mr B Jackson, Great Wilbraham |
| My impression is that you run an excellent, local, boutique investment practice which is NOT widely known. |
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Mr David Ball, Cambridge |
| The service that one receives from Jeremy Davis and his colleagues at 35 Finance is always helpful, friendly and of a consistently high standard. Although only a small firm, I would recommend them highly to anyone requiring advice from an eminently capable IFA. |
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Mr P Fletcher, Cambridge |
| 35 Finance are a friendly and jargon-free team of financial advisers. They listen and do not push their services, but tailor them to your needs and expectations! Highly recommended! |
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Mr & Mrs Van Oostrum, Cambridge |
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I have already passed copies of your business card to ex-colleagues at my previous employer.
A thoroughly professional approach to my requirements guiding me through the minefield of retirement. A first class service.
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Mr Rowe, Kings Lynn |
| Your fees were very reasonable. |
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Miss P. Edmunds, Norfolk |
| Jeremy Davis at 35 Finance offers clear, common sense advice on subjects which can appear exceptionally complicated to most people due to the ever-changing financial environment. He is a thoroughly professional individual backed up by competent administration and a pleasure to deal with. |
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Louise Hudson, Cambridge |
| The staff at 35 Finance, Kings Lynn are very helpful and put your mind at ease over anything. Very friendly and courteous. |
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Mr and Mrs Male, Kings Lynn |
| Courteous and knowledgeable advice with plenty of time for consideration of available solutions. |
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Dr P Konczalik, Cambridge |
| I received a courteous and personal service from 35 Finance that was responsive to both my needs and my ignorance of financial matters. |
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Professor A Dickinson, Cambridge |
| Thank you for all that you and your assistant have undertaken on my behalf. If I have any opportunity in the future to recommend your company I will have no hesitation in doing so. |
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A Client , Kings Lynn |
| 35 Finance gave excellent service on switching my pension into a SIPP. They have a good grasp of clients risk profiles and suitable investment strategies, including an imaginative approach to provide diversification in difficult markets. I would srongly recommend Jeremy Davis and his team. |
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Mr JRM Wheel, Cambridge |
| Busy people like me are pleased when experts like you take on the responsibility of managing investments and can give advice on best returns on savings, pensions, giving to offspring, charity donations etc. 35 Finance Ltd could simply make life easier for high net-worth individuals |
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David Ball, Bury St Edmunds |
| I will use you again in the future |
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Mrs Ann Neale, Cambridge |
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i) I would not hesitate to recommend you to anybody needing financial help. ii) Friendly, courteous and efficient. |
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Mr G. Johnson, Swaffham, Norfolk |
| You were just what we wanted and everything we needed. Thank you. |
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Mr C. Brooksbank, Heacham, Norfolk |
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Thanks for all your advice and help. |
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Mr M Williamson, Yate, Bristol |
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When I walked into Mr. Malkins office I had no idea what the papers referred to, he explained everything and sorted everything out to my advantage. I have already recommended 35 Finance to close friends and family. |
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Mrs L McLauchlan, Kings Lynn, Norfolk |
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The atmosphere was very good. Advice and service 1st class, overall a very satisfactory service. Thank you David and staff. |
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Mr. N. Plaice, Kings Lynn, Norfolk |
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I have no hesitation whatsoever in recommending 35 Finance, who recently advised me on an urgent pension matter and consequent financial issue, which included various investment options. The service I received was exemplary, firstly from appreciation of my situation, through giving easy-to-understand advice using plain English, and following up with clear and concise correspondence, and everything was achieved within a very tight deadline. The whole experience with 35 Finance was as painless, trouble-free and straightforward as could be. |
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Miss L Collison, Ely, Cambs |
| I came close to giving up in the recent turmoil but some sound advice from 35 Finance and after hearing on the radio that unless you needed to buy or sell then the share price is only a number and so capitulation has been averted! |
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David Noble, Essex |
| In these days of very unsettled, unpredictable financial matters in which we find ourselves living, it is important to seek the best expert advice available, I was lucky, I found 35 Finance who were absolutely brilliant. |
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Mrs L Overton, Kings Lynn |
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I inherited a fortune when my brother died unexpectedly. As a single parent with three children I had been used to a limited income. I knew nothing about investments. Jeremy Davis has invested my savings for me after discussion. It is good that 35 Finance is user-friendly and I can phone when I wish. I am kept up to date with newsletters and statements. I appreciate being able to park my bicycle just outside the office. |
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Joan Feijoo Gray, Cambridge |
| Yet another very satisfied client! I continue to be greatly impressed with the quality of advice and assistance that you provide. |
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Peter Fletcher, Cambridge |
| I am a long standing client of 35 Finance and value the excellent and courteous advice I receive from Jeremy and his team |
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Penny Payne, Suffolk |
| The understanding of my needs by Jeremy Davis, together with his advice and recommendations, has proved to be excellent. His continual monitoring and reviewing of my portfolio, information via newsletters, plus ease of contacting, equally excellent! I wholeheartedly recommend 35 Finance to all. |
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Mr Doug Lewin, Cambridge |
| The service offered is tailored, personalised and very careful of client interests and specific requirements. The director is always available to give unstinting advice. My fund has been extraordinarily well managed. |
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Dr Jo Stanley, Cambridge |
| What I particularly like is that I come to a meeting with 35 Finance, bringing a list of items that I want to discuss, and I discover that you have independently drawn up the same list! If that isnt a good example of undestanding my needs, I dont know what is! |
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Mrs Jean Harding, Cambridge |
| wonderful, results producing, gentle hand on the investment tiller (following your nautical theme), ensuring the ship comes home |
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Karel Tripp, Cambridge |
| I have known Jeremy for many years, initially as a work colleague and friend, then also as my financial adviser. He has that rare ability to ascertain what my financial hopes (and fears) are and to invest my money in a way that I am comfortable with. |
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Ms Leigh Watson, Cambridge |