Experienced Financial Advisers

A comprehensive professional financial service tailored to you

our clients

What Our Clients Say

Since our first meeting with Adam Stubbings many years ago he has visited us at home on a regular basis to do a half yearly/annual review of our finances.

We are always very comfortable with Adam, he is always very relaxed and friendly and provides a thoroughly professional service.

At our initial consultation Adam took time to listen to us and understood our requirements. He analysed our financial situation and made appropriate recommendations. He continues to give us helpful and well informed advice and explains everything in terms we can understand.

Adam helped us to organise our financial affairs and pensions as we approached retirement and we are very pleased with the results from the investments he recommended.

We have always found Adam and all the staff at Compass Financial to be very helpful and efficient.

Thank you all.

Oswyn and Eleanor Roberts

We were introduced to Compass Financial in December 2014 as we needed to set up a suitable auto enrolment pension scheme for both our monthly and weekly paid employees. Compass Financial researched the market on our behalf, recommended a suitable pension provider and instigated the scheme liaising with our accountant and pay roll providers. They also conducted staff group presentations and met individually with any members of staff who requested additional information. The whole process was handled very professionally resulting in myself and other senior staff members conducting additional personal business with Adam Stubbings and Paul Nelson.

Allen Roberts, Managing Director, Ruthin Precast Concrete Limited

" My husband John and I were introduced to Adam Stubbings several years ago when he took over the portfolio of our previous Financial Adviser. We liked him immediately and came to trust him implicitly with all our financial affairs. Since my husband died two years ago, I have continued to rely on Adam's careful, considered advice and I really can't speak highly enough of him.

One of the things I really appreciate about him is how much care he takes to explain things. He's never pushy and he makes sure I understand all the options before I make a decision. I think that some financial advisers can blind you with science, but Adam keeps things straightforward and I feel completely at ease with him. He's a pleasure to deal with and is always so punctual – I joke with him that he must sit at the bottom of the road waiting for the exact minute of the start of our review appointments!

Adam's style and friendliness extends to his team in the office. His colleagues are all helpful and polite. I have no hesitation in recommending Adam and his company Compass Financial. "

Mrs Eileen Fairclough, Personal client

“I have known Paul Nelson, in a professional capacity, for 18 years. Throughout that time, he has provided me with excellent financial advice.

Paul advised me before he joined Compass Financial. It is a measure of the high regard I hold him in, that I immediately signed my savings over to him when I was informed that he had joined Compass. Considering that I am extremely careful [not a euphemism for ‘mean’!], and conservative in relation to my finances, to make such a rapid decision shows the faith I have in Paul.

Paul offers me financial advice at my house. He is punctual, always fully prepared for our meetings and explains, clearly and concisely what might influence any decisions I may take. He is friendly, supportive and professional in all his dealings with me.

Paul is always easy to reach and I can contact him about any financial concerns I have. He responds quickly to my telephone calls or text messages - I really appreciate that.

I am not a man who ‘suffers fools gladly’. Paul Nelson and his colleagues at Compass provide an outstanding service. Above all, I have always had the very strong impression that they care about me as a customer."

David Morris

Talk to us!

For an initial NO COST discussion to see how best we can work together, call us:

01824 330 010

Email us

Please click here to complete our contact form.