Private Client Consultancy Reviews 120

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Impressive Knowledge and Service We have dealt with Seema at PCC and were impressed with her knowledge of where to buy and how to transition our services and part of our life to Spain! She a... See more

Rated 5 out of 5 stars

Having just sold our house we were looking for an investment obviously it’s very important that you find an advisor that you can fully trust. We found that in Karen her knowledge was very impressiv... See more

Rated 5 out of 5 stars

I came into Andy's orbit soon after PCC Wealth was set up as John Alden had become too busy to devote enough time to each of his clients. Andy has been a big help in all things, especially sorting... See more

Rated 5 out of 5 stars

We had to contact PCC recently regarding our investments. Our request was dealt with quickly, efficiently and in a friendly professional manner. We find our consultant, Amber, to be very knowledgeabl... See more

Company details

  1. Financial Consultant
  2. Financial Planner

Written by the company

We endeavour to share our combined knowledge to assist everyone to help them better understand their circumstances in terms of financial wealth. At PCC we are an experienced, knowledgeable group of financial professionals who know that we can support and help everyone to achieve just that.....and more"


Contact info

4.8

Excellent

TrustScore 5 out of 5

120 reviews

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Rated 5 out of 5 stars

Competent

Competent, friendly and supportive. Have been dealing with Karen Blair, good experience.

March 25, 2021
Unprompted review
Rated 5 out of 5 stars

Policy Review

Recently reviewed my policy and policy choices with Amber (Bartuskeviciute). Very professional review, precise and to the point. Amber was very quick to follow up with my queries. All in all, a very positive experience.

March 25, 2021
Unprompted review
Rated 4 out of 5 stars

I have known Kevin for the last few years

I have known Kevin for the last few years and have found his knowledge very comprehensive but he is also able to explain things in way which are simple to understand. He is very transparent and in an industry where previous advisors have been far from this it is refreshing to be able to talk to someone who is very customer focused

March 24, 2021
Unprompted review
Rated 5 out of 5 stars

Excellent advisor

Kevin (Birtles) has been advising me for several years now and is by far the best advisor I have had dealings with.
He takes the time to explain things in the amount of detail you need and gives excellent advice on how to invest.
What I most like though is that he never tries to "persuade" you into something you're not comfortable with as I have experienced in the past with previous advisors.
I can wholeheartedly recommend him.

March 24, 2021
Unprompted review
Rated 5 out of 5 stars

Finally an advisor I trust

After many years of disappointment with financial advisors I am very satisfied with the advice from PCC Wealth. Kevin Birtles has acted with integrity and honesty and is a real breath of fresh air.

March 24, 2021
Unprompted review
Rated 5 out of 5 stars

Honest and Reliable Advice and Support

FAO Kevin Birtles
What I've always liked about you is your honesty and always acting in the clients best interest. Two characteristics that are often sadly missing in your profession.
I would like to thank you for all the time and energy you have put in and I have also learnt a lot from the experience. It was a pleasure to get to know you and I wish you all the best in your future projects.
I would certainly recommend you to anybody that I hear who wishes to go through this process, as in my books, your profile stands head and shoulders above your competitors.
Wishing you all the best for the future.
Best Regards
David Horne

December 10, 2020
Unprompted review
Rated 5 out of 5 stars

Very happy with the service I have…

Very happy with the service I have received to date, I have had numerous conversations with Kira whom is very helpful always there and a joy to have at the other end of the phone.
Following my telephone meeting yesterday with Kevin and Kira I feel confident to leave my details in their hands.

November 28, 2020
Unprompted review
Rated 5 out of 5 stars

The very best Financial Advisors I have ever used.

I discovered PCC by chance earlier this year and asked them to attempt to trace a private pension that I had. Three other companies had unsuccessfully tried in the past, so I held little hope.
Within days, I had a call from Amber telling me the pension had been found, so I filled out the relevant paperwork and very soon I was several thousand Euros better off. Since then, unlike other FAs, Amber and Kevin, the Manager, have kept in constant contact, and have been helpful in the extreme.
I would have no hesitation in recommending them to anyone needing financial advice.
Professional, helpful and extremely personable company.

November 20, 2020
Unprompted review
Rated 5 out of 5 stars

Recent Review

We had to contact PCC recently regarding our investments. Our request was dealt with quickly, efficiently and in a friendly professional manner. We find our consultant, Amber, to be very knowledgeable and very well organised. As a bonus it turned out that we could save quite a large amount of money to run our accounts.
No hesitation at all in recommending PCC

November 20, 2020
Unprompted review
Rated 5 out of 5 stars

After a short while of having some 'not…

After a short while of having some 'not ideal' advisors I can only say that Kevin was a real breath of fresh air. A very honest and competent support and someone who really pays attention to the customer requirements. I can certainly recommend him!

November 15, 2020
Unprompted review

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