Testimonials

We build lasting relationships with our clients so that they have consistent, cohesive financial advice for years ahead. We’re delighted that so many of our clients appreciate that commitment; you’ll find a small selection of the kind words they’ve had to say about us below.

“I have to congratulate CSW for an excellent client engagement model, where investment requirements are fully mapped against portfolio choices. It certainly seems that CSW are ahead of the curve in terms of their processes, modelling and financial analysis methods. This leads to confidence, plus an effective working relationship being established which, in my opinion, are key criteria when deciding on an independent financial advice service.”

Mr B, Berkhamstead


“At a time when my life seemed to have been thrown in the air, Chamberlain Stean & West worked closely with me and my solicitor, provided a sympathetic ear, listened to what I wanted and then took the time to prepare information so that I could understand everything I needed to know to help me make the right decisions.”

Mrs H, Chorleywood


“Inheriting my parents’ estate kept me awake at night. Chamberlain Stean & West led me patiently through the steps I needed to take to make this large amount of money work hard for me whilst remaining comfortable with my rather cautious approach to risk. Not only do I now sleep peacefully, but I have been able to splash out on some of life’s luxuries, such as replacing my car and a new bed!”

Mrs S, Brookmans Park


“Having been appointed by the Court of Protection as the deputy for my good friend and neighbour, the plans that Chamberlain Stean & West helped me put in place gave both myself and my friend the peace of mind and reassurance that paying care fees is covered for the rest of my friend’s life.”

Mrs D, Potters Bar


“CSW are very good at listening and provide a personal service, tailored to me and my needs. The advice has been very good and I’m very grateful for their help and patience. The standard of service I have received has been first rate and it’s wonderful for me to be able to leave all those matters in good hands”.

Mr R, Watford


“The service I have received from CSW is very professional. They are always on hand and regularly update me on the progress of my investments. My adviser is patient and takes the time needed to explain things to me in a way I understand”.

Mr S, St Albans


“CSW provide a professional, reliable and reassuring service. Like a weight being lifted off of my shoulders, they gave me peace of mind at an otherwise very stressful time”.

Mrs C, Kings Langley


“CSW provide a very personal service, which is the most important part of what they do for me. My adviser always takes time to explain things in plain English, and he always fits meetings around me, and my family, which we find most helpful. Nothing is too much trouble. I trust him to keep an eye on things for me. One less thing for me to worry about, which is very valuable.”

Ms D, Markyate


“This is the time to say a big thank you for taking so much trouble and giving everything so much thought. I really appreciate the effort you have put in.”

Mr F, Ware