Testimonial Financial Advice Bureau

I am a sole practitioner Independent Financial Adviser and I have been working with Ian for 3 years.

Fortunately I have always had extremely loyal clients and a strong business. I claim to know everyone of my several hundred clients by their first name and consider them to be friends.

Ian Kinnery. What do you say about him?
I agree with Ian’s description of a business as “A profitable, commercial enterprise that works well without me”.

When we first met Ian I had the profitable commercial enterprise part of the definition but nothing could be done without my direct involvement. I thought I had a business. I did not. I had an organisation which I worked for 24/7.

I am delighted to say that over the 3 years that I worked with Ian, the turnover from my profitable commercial enterprise increased 20x over (an increase of 2000%). However, whilst I could now take holiday without worrying about my business but the definition means “If I did not call into my office for 6 months, would my business still be there?”

In February my Doctor told me that I was dying. Perhaps not the best way to find out if my business could work without me but certainly a way that could not be disputed.

Since February I have only been involved with finding my successor and, yes Ian’s coaching works. My business has continued to work well without me. My business will move on as a going concern and fortunately, at a time when the Financial Services industry has been hit harder than ever before, my business will move on at a high premium.

At this most difficult of personal times I find it reassuring to think about the good things that I have experienced. One of the foremost of these, in my business life has been working with Ian Kinnery, the results we achieved, his incredible depth of understanding and the never failing support Ian and his team make them simply the best.

Ian I cannot thank you enough.

Dave Harvey