Qi Financial Solutions Reviews

Thank you, Jean, for your lovely review and recommendation. It's wonderful to hear how much you've valued Doug's financial advice and support over the years. We're delighted to have him as part of the QI Financial Solutions team, and it's always encouraging to receive such positive feedback about the service we provide. Thank you again for your continued trust.

Thank you, Andrew, for such a lovely review and for your continued trust in Doug over the years. It's wonderful to hear how much you value his advice and reassurance, particularly through some challenging times. We're delighted that you've had such a positive experience and really appreciate your recommendation.

Thank you, James, for taking the time to leave such a positive review. Building long-term relationships with our clients is something we really value, and it's great to hear that Doug's advice has given you confidence through changing economic and market conditions. We really appreciate your continued support and trust in us.

Thank you for your lovely review, Kate. We're really pleased to hear that you found our advice thorough, clear and helpful.

At QI Financial Solutions, we believe good financial planning is about understanding all the available options and helping clients make informed decisions about their financial future.

It's also great to hear that our team has been responsive to your questions. We really appreciate your feedback and look forward to continuing to work with you.

The QI Team

Thank you for taking the time to leave us a review, Rodney. It's great to hear that Doug has been so helpful and supportive throughout your financial review and investment planning.

At QI Financial Solutions, we're proud to provide independent financial advice to clients across Surrey, helping them make informed decisions about their finances and plan confidently for the future.

We really appreciate your feedback and look forward to continuing to work with you.

The QI Team

Thank you, Kate, for taking the time to leave such a thoughtful review. It is greatly appreciated.

We are pleased to hear that you found our approach pragmatic, reassuring and, most importantly, easy to understand. Financial planning should help you feel confident that you have explored all of your options and made informed decisions, so it is rewarding to know that this gave you peace of mind about your family's future. Thank you also for your kind comments about the value of the service.

Supporting clients to make confident, well-informed financial decisions is always our priority, and it has been a pleasure working with you. We look forward to continuing to help you as your circumstances and goals evolve over the years ahead.

We are always happy to help individuals and families plan with confidence for the future!

Thank you, Ian, for taking the time to leave such a thoughtful review and for your trust over the past decade. Your continued support since we first met in London in 2014 means a great deal to us.

It has been a pleasure supporting you and your family throughout your financial journey, from our meetings in London over the years to catching up more recently in the Brighton area following your retirement. We are delighted to hear that you have found our financial planning and investment advice valuable, and that our proactive approach, timely communication and commitment to ensuring you fully understand every recommendation have given you confidence in the advice you have received.

Helping clients make informed financial decisions with clarity and confidence is always our priority, and we look forward to continuing to support you as you enjoy this next chapter of retirement.

Thank you, Colin, for taking the time to leave such a kind review. We really appreciate your continued trust over the years and are delighted to hear that you have been happy with the financial advice and the friendly, professional support you've received.

Building long-term relationships with our clients is at the heart of what we do, so it means a great deal to know you have had a positive experience throughout.

Thank you again for your recommendation. We look forward to continuing to support you with your financial planning for many years to come.

We are proud to be able to provide trusted financial advice in Croydon, Chipstead, Coulsdon and the surrounding areas.

Thank you, Simon, for taking the time to leave such a thoughtful review and for your continued trust over the past five years. It has been a pleasure supporting you throughout your financial planning journey.

We are delighted to hear that you have found our service to be high quality, reliable and friendly. Building long-term relationships with our clients is incredibly important to us, so it is especially rewarding to know that our approach has made a positive difference. Your recommendation, both in your review and to others, means a great deal and is sincerely appreciated.

At QI, we are committed to providing personalised financial advice that gives our clients confidence and clarity as their circumstances evolve. Thank you once again for your kind words and for placing your trust in Tim and the team. We look forward to continuing to support you in the years ahead.

Thank you for taking the time to leave such a review!

Providing clear, personalised financial advice and ongoing support is at the heart of everything we do, so it is rewarding to receive feedback like yours. We aim to make every stage of the process straightforward and to give our clients confidence that they are making informed financial decisions with advice tailored to their individual circumstances.

It has been a pleasure working with you, and we are grateful for the trust you have placed in us.

Thank you, Joey, for taking the time to leave such a kind review. We really appreciate your thoughtful feedback and are delighted to hear that you have found our service to be personalised, responsive and reassuring.

It is especially rewarding to know that Paul has been able to support you in so many ways since you first came to QI for financial advice. We believe that taking the time to understand each client's individual circumstances and providing clear, tailored guidance helps build the confidence needed to make informed financial decisions.

Thank you once again for your trust in Paul and the wider QI team. We are proud to provide personalised financial advice to clients across South London, Surrey and the South East, and we look forward to supporting you for many years to come.

Thanks so much, Charles! Really appreciate you taking the time to leave this. Jackie will be thrilled to hear your feedback — she loves helping clients in Bromley and Beckenham, and it’s great to know she made such a difference for you and your partner.
If you ever need anything, we’re always here.

Sorry you feel that we have let you down. We note that we did not chose to accept you as a client and did not proceed with any advice, but you still reviewed us with one star.

In your initial email to us you mentioned you were contacting us about non UK residents and you were also at that time outside of the UK with no phone access. Our member of staff acknowledged your email by responding and passed it to an adviser who was able to offer some initial free advice - but by the time the adviser was available to contact you... You had already emailed to say "I have contacted other financial advisers." We apologise for not being immediately available to help support with your query.

We have looked in to the timing of the emails and the adviser in question was sitting a high level industry examination during that period which explains the few days of delay in response. They had prioritised the needs of existing clients first before contacting you. Being August we also had members of staff taking family holidays during that period which perhaps also had an impact.

Clearly this delay in contact from your initial email is not acceptable to you - And we apologise for any frustration caused. We do however have an office phone number that is available to call between office hours for enquires or questions for immediate response. For our existing clients, we also have offer access to direct email addresses and mobile numbers to prevent this type of thing from happening. We will aim to respond to new email enquiries more quickly in the future.

We hope you have received the initial consultation you were looking to set up - however, if you are now back in the UK and are still seeking advice - feel free to get back in touch and we will do what we can to help.

Regards,

Qi Financial Solutions.