INCO Financial - Sheffield

andy C.

Hands up if you love financial planning? Cos I don't! I know my future finances are important but I'm not very motivated to keep on top of it. Which is where Mark and the INCO team come in. They LOVE financial planning (I know!) and are really good at it. Knowledgeable + good advice + quick responses + steady growth = peace of mind. They look after my personal and business finances. Highly recommended

David B.

Mark and his team are intelligent, creative thinkers, informative and patient. They are professional yet informal. They suit our work local, buy local ethos. Don't waste your time looking anywhere else for your IFA lifetime support.

Paul W.

I switched the management of my pension to INCO Financial a year ago and have been delighted with the move.

I moved to them after my advisor of many years retired. I was clear that I wanted to continue with a personalised service where I had a named individual looking after me. While I want to be ‘hands-off’ in many of the details of investments, I do want to understand what’s happening and why. As well as discussing investments, I also want someone to bounce ideas about my approach to drawing down from my pension.

Simon Megson and his team have delivered brilliantly against this brief. He has taken time to understand me, my financial aims and needs, and my appetite for investment risk. Having built up this understanding of what makes me tick, we’ve had several great, well-informed conversations about many aspects of my financial affairs. He’s made excellent suggestions and been a superb sounding board for my ideas. The switch and ongoing administration have been flawless - always timely and accurate.

If you're looking for this type of personal service, I’d have no hesitation in recommending INCO.

David M.

INCO are a reliable and coherent advisor, setting out the opportunities and pros and cons to help my pension planning. I highly recommend Simon Megson if you are looking for experience, coupled with clarity, to get the most out of your investments.

Katharine

Simon and the team at INCO were recommended to us by our previous financial advisor on their retirement. I’m delighted with the business and relationship we’ve built over even a short period of time working together. Responsive, personal and trustworthy- I would recommend them to anyone looking for independent financial advice.

Jack L.

No hesitation at all in recommending INCO. Extremely friendly but professional service. Couldn't do enough to help answer any/all questions. No salesy pressure to go with them just honest and very informative. I wouldn't want anyone else handling my investments going forward. I dealt with Alex specifically who was brilliant and flexible with my availability. Could not recommend INCO & Alex enough!

Peter B.

Mark Jones at INCO has been investing funds for both pensions and savings for over 10 years for my wife and myself. We have been very pleased with the results over this period and we have found Mark and his team to be helpful, responsive and diligent. We have no hesitation in recommending INCO as investment advisers.

Ted T.

INCO helped me consolidate my finances into one centralised plan - making it easy to understand, adapt and navigate.

Whilst not only doing wholly impressive work, both quickly and efficiently, the human side of their business is second to none.

Upon meeting Simon and Alex I was taken by their kindness and understanding, whilst being immediately reassured that they were the people to trust with my money. This confidence in their skill only continues to grow the more time goes on.

It is also worth noting that their communication is consistent, clear and friendly; never once leaving me in any doubt of what was required of me, or what would happen next.

I would recommend them to anyone, and have zero concerns about the future of my finances knowing that they are there to assist.