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Testimonials
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"Having
known Brian for many years, I know he has
worked tirelessly to raise the standards of
knowledge, professionalism and ethics in his
industry.
The financial affairs of myself and my family
have been very well looked after by Brian over
the years and I believe he and his company
would add significant value to anyone’s
financial affairs."
Dr Oonagh McDonald, CBE
International Regulatory and Public Policy
Consultant
Ex Director, Securities and Investments Board
(SIB) SIB was the inaugural financial services
regulator prior to the formation of the
Financial Services Authority (FSA) |
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"Turris
saved me a huge amount of tax in a perfectly
legitimate way.
The investment of my pension fund and personal
assets is now done in a much more co-ordinated
way as part of an overall strategic plan.
The investment fund selection process and the
tailored benchmarking reviews provide a
perfect framework for the management of my
assets."
Mr Francis Ghiloni
Ex Managing Director, Retail Division
Britannic Asset Management |
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"Following
a corporate restructuring we tried several so
called specialist advisers, including national
firms – none of whom seemed able to
understand our problems. After being
introduced to Brian Steeples, he quickly
grasped the key issues and project managed our
situation to a satisfactory conclusion, which
involved a substantial tax saving. Our pension
fund is now invested using the Turris
approach. This has saved thousands of pounds
in charges and is giving significant
outperformance over the previous insurance
company pension funds.
I would highly recommend Turris to anyone who
wants to save tax, pay lower charges or have
significant outperformance for their
assets."
Mr Walter Morris
Managing Director
Morris Properties Ltd |
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“I have at last met someone who
has added real value to my finances in a
transparent and cost effective way.
Brian Steeples is meticulous and I
found him because several acquaintances have
also been pleased with his services.
My only annoyance is I wish we had met
ten years ago.
Highly recommended.”
Mr
Keith McDowall, CBE
Ex
Deputy Director General
Confederation
British Industry (CBI) |
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“As the inaugural
President of The Personal Finance Society,
Brian is a credit to his profession.
He is a creative and innovative thinker
with long experience of this industry and a
passion to drive it forward.
I have known him personally for several
years and believe he will make an invaluable
contribution to the development of our
profession.”
Mr
Bob Bullivant
Chairman
The
Personal Finance Society
(The
newly formed professional body for financial
advisers and planners
with over 25,000 members)
www.thepfs.org |
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"At
Citywire we deal with many fund managers,
product providers and independent investment
advisers. Knowing the Turris business model
and business ethics, it is clear that it is
forward looking, transparent for clients and a
model many advisers would do well to consider.
The Turris approach combines the difficult
tasks of having attention to detail, working
in a totally transparent way and yet
communicating in a clear, plain English manner
– a very useful quality in the financial
world!"
Mr David Turner
Chief Executive
Citywire Financial Publishers
www.citywire.co.uk |
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