Testimonials

Clients:

Following previous unsatisfactory financial management, on recommendation my husband and I appointed Keith as our new financial adviser some years ago.  During my husband’s life, but particularly following his death, Keith has given me support, excellent management of my affairs, and confidence that my finances are safe and working well to ensure a sound financial future.  Knowing he is continually overseeing my investments makes management of my affairs worry free, and pleasant when we chat over tea to review income from the previous year and plans for the next.

Pat Howells, Nottingham

Sirius have dealt with our pensions and other finances for several years. We have always found them to be efficient, knowledgeable, totally trustworthy and enjoyable company too. We are very content with leaving them to look after our future.

Roy and Jil Jesson, Sutton Coldfield

My wife and I have been working with Keith for more than eight years now.  He helped me manage the many changes to pension legislation and my subsequent retirement impeccably.   He has worked with me to give me the confidence to spread our assets appropriately to provide income, grow our investments and prepare as well as we can for mitigating inheritance tax.  His advice on pensions, ISAs, bonds, share portfolios and life assurance has been excellent.  He provides just the right amount of personal contact and is always available for advice.  I trust him implicitly.

John Molter, East Horsley, Surrey

We’ve had various financial advisors in the past, and have quite often been disappointed with their long term service, being neglected after the first year. Keith Hewitt is quite different; he’s really on the ball, and produces an annual statement, followed up by a face-to-face meeting, to which he travels about 150 miles. He suggests annual adjustments to our account which he perceives are beneficial, and responds rapidly to any questions we might have, at any time. We came to know about Keith through our accountant, and we wish we had met him before. I can thoroughly recommend him.

Jo and Jim Webb, Norwich

When we first met Keith we were both impressed with his honest approach and enthusiasm. I have always admired his openness and especially his ability and knowledge of the financial systems. Keith has certainly ensured our investments are wisely used, we look forward to our annual meetings which produce open and frank discussions providing valuable insight and sensible options with no pressure sales.

Richard and Deborah Walker, Sway, Hampshire

Keith has helped me enormously over the past few years in helping me to understand the ‘jungle’ of the financial world. I feel confident that I am receiving the best possible advice, and it’s always given in a friendly and professional manner.

Thank you Keith, I don’t know what I’d do without you!

Debbie Audus, Milton Keynes

Keith doesn’t try to tell you what to do, he takes your ideas and develops them to suit you. It’s good to talk finance without jargon getting in the way.

John and Jennifer Murphy, Chelmsford

We work for ourselves in a busy marketing environment and have no room in our professional or personal lives for time-wasters or salesmen. We have found Keith to be straightforward and genuine in all our dealings and we really appreciate the personal service he offers. We are fully confident that the strategy he has helped us to put in place will stand us in good stead now and in the future.

Martin Vian and Sarah Davis, High Wycombe

My wife and I have been using Keith’s professional services for about three years now. He makes the complicated things seem simple, and ensures that the simple things don’t get complicated. He doesn’t give a hard sell on anything and acts with high ethical standards. He has a very relaxed manner backed up with a very professional approach and obviously loves the work he does. I would have no hesitation in recommending him to others.

Andrew and Romana Carr, High Wycombe

Over the last few years Keith has helped me to sort out my personal income as tax-efficiently as possible. He has also helped me to ensure that a substantial amount of my wealth is passed down to my family and friends and not into the hands of the tax man. I have always found him to be utterly trustworthy and professional as well as a pleasure to deal with on a personal basis.

Tricia Harris, High Wycombe

There’s a bit of an age gap between us which can make finances difficult to manage but Keith has helped us put a strategy in place to ensure we’re both secure as well as safeguarding the future of our young daughter. We very much appreciate the personal service that Keith offers us and it’s good to know that friendly, honest advice is always there at the end of the phone or email.

Ray and Lynn Dunkason, New Forest

We have been involved with Sirius Financial Management for the past three and a half years. Previously we relied on advice from the local bank and building society but retirement meant that we felt the need to seek financial advice on how to invest for future needs that was independent of vested corporate interests. Our introduction was through a small local accountancy firm with whom Keith Hewitt was already providing advice.

Keith Hewitt has taken a professional interest in our financial situation and has been willing to take considerable time to explain the advantages and disadvantages of different strategies. This has included making additional home visits when necessary to ensure that we have been comfortable with decisions needed. This has mitigated for our lack of previous knowledge of financial investments beyond basic accounts transacted over the counter.

The period of our involvement with Sirius Financial Management has coincided with the world financial crisis. As individuals who had been previously been naïve about the wider implications of personal financial decision making it has been re-assuring to draw on experienced independent advice. We feel secure in the knowledge that there is someone keeping a day-to-day eye on our best interests within an uncertain and ever-changing economic climate.

Philip and Joan Mason, Northampton

I take an active interest in financial affairs and it’s good to have an advisor who is willing to talk through my ideas and share the benefits of his experience. I also appreciate his professionalism and in a tough business world find Keith’s straightforward approach very refreshing.

Marcus Howe, Barlaston

Ahead of our annual review I thought I would write a short note of thanks for your financial advice, guidance and support during the last few years.

When we first met and started working together shortly after my semi-retirement was some time ago but seems even longer today given the journey from what appeared to a stable and growth environment through the crises of the last few years. I can remember discussing the issue of debt driven growth and the quicksand that we were all standing on. It was this that really led us to appoint you as our financial advisor and we have not had any reason to revisit that decision since. Despite the financial issues raging in the economy, you have maintained a cool head and we are steering our way through the current choppy waters.

We look forward to our annual review and lengthy debate about what needs to be done in the coming year and thanks to your down-to-earth approach we see you more as a friend than a ‘financial advisor’ and look forward to many more years of working together.

Pat and Penny Scully, High Wycombe

We are delighted to recommend Keith Hewitt of Sirius Money Management Ltd as he is always very knowledgeable, reassuring and always has our best interests at heart. His professionalism and integrity are combined with a delightful personality.

Brian and Rosie Stone, Cheltenham

As retired people with no interest in finance, we have been very happy to work with Sirius Money Management and Keith Hewitt in particular on the investment of our money to provide a regular income and to enable us to afford the more expensive items from time to time. Keith has got to know us so that he is aware of the sort of places we may wish to invest, and he has achieved excellent results for us. He is always available when we wish to consult him and gets in touch with us if something crops up in the news or with our investments. And our annual review meetings are always good fun!

Peter and Sue Bird, Princes Risborough

Accountants:

Keith has always provided an excellent service, offering practical advice and tangible results. Highly recommended.

John Power, Power Thompson, Leicester

Having met many hundreds of financial advisers over the years, Keith Hewitt is one of just a handful that we’re always delighted to recommend to our clients. Keith is not only very approachable but also gives great advice. Just as importantly, he can explain that advice to his clients in easy to understand terms. We’re very pleased to work with Keith and we’re sure we’ll carry on doing so for many years.

Greg Lovett and Jane Park, Fizz Accounting, Thame

When it comes to personal finance people can be wary and cynical but we feel confident that Keith can deal with our clients. We’ve only ever had positive reports from the clients we have asked Keith to see, and their satisfaction also enhances our reputation, and gives us confidence in being able to offer these services.

John Frampton and Joanne Pitt, Frampton Pitt, Northampton

Keith has been able to help a wide range of my clients, from those just starting out in business who need to protect their young families, to successful professionals looking to ensure their retirement is well funded and their wealth passed on in the way they wish. I know that he will always offer straightforward, sound advice which is exactly what we all want when it comes to our money.

Deborah Hemming, James Hart Associates, Birmingham

I have recommended Keith to a good number of my clients particularly for advice on pensions and inheritance tax matters. Keith is not pushy and I know his advice is always going to be appropriate to my clients’ needs, affordable and very likely to save tax for the client and their families.

Peter Cannon, Cannon Moorcroft, High Wycombe