"Arlo..... First Class experience."

I’d like to thank Ben and the excellent team at Arlo during this past 6 months. They have guided me through the very complex process of releasing my previous final salary pensions and investing into a SIPP. They have provided first class service coupled with amazing patience and sound financial advice. Complete professionalism. I am in the process of recommending Arlo, and Ben in particular, to colleagues who want to follow the same path to releasing their DB Pension schemes.

"Excellent Financial Advice and Advisor"

Since moving to Ireland and for a few years now, we have had the good fortune to have benefited from Jonathan Hives wealth of experience and financial knowledge, (from before he joined The Arlo Group to the present day). He has been able to take our previously under-performing/stagnant pension plans and really turn them around in a particularly satisfying manner.
Nothing is too much trouble for Jonathan and he is always available on the phone or by email to provide top drawer advice and direction for our finances.
We would thoroughly recommend both Jonathan and Arlo to any prospective clients.

"Sound Financial Advice"

I have been working with Toby Band for a number of years, when he moved to Arlo I decided to move my pension portfolio also. The excellent service I had always received has continued and the whole process of switching to Arlo was made very simple by Toby.
Recently I have used Arlo for tax consultancy, Scott Barlow has been very professional and certainly simplified an area which can be a bit of a 'minefield'.
I would have no reservation in recommending Arlo to anyone who needs sound financial advice.

"Service regarding my pension"

Prior to my becoming a client, Jonathan Hives took time to visit my husband and I at home in rural France. As a result of this attention to detail, he has a deep understanding of our personal circumstances, goals and objectives. We typically don’t fit into the usual boxes and being risk averse it is invaluable to be supported by someone that we know and that we can trust. Jonathan is always extremely accessible and he pro-actively offers regular check-ins and market insights. We are very pleased with the guidance received concerning my pension and I am looking forward to retiring earlier than I originally imagined.

"Attentive and plain spoken high quality service"

Jonathon and his team particularly Mercy have been excellent during my recent pension transfer to a sipp.
They listened to all my needs took time to talk me through all options explained all fees and made them fully transparent they helped me compare other options honestly and explained hidden fees in the alternatives.
Since proceeding in business they have followed up closely with a belligerent previous pension provider and followed up with monthly calls to discuss portfolio performance which is just as they advised it would be.
I have already referred colleagues to them and would do again without hesitation.

"Daniel Roberts Arlo"

I have just transferred my pension portfolio to a much better scheme Daniel and the team were great to deal with and supplied all the information i needed and made everything hassle free. great work would highly recommend Arlo Many thanks for all your help Mr Bradbury

"Recently transferred fund management companies"

Recently transferred the management of my financial account to Arlo. Very impressed and cannot fault the way my account is being handled, the customer focus is at the right level .....neither absent nor excessive. In the same manner I feel the customers wishes are heard 100%

"Toby Band & Arlo - excellence in financial advice"

Toby band has been providing excellent financial advice to me for several years. When he moved from deVere’s to Arlo I decided to move our portfolio with him. This was due to his advanced expertise in financial services coupled to his professional and personable engagement. It has been a pleasure working with Toby and I have recommended him to friends and colleagues. I can see from the reviews posted to date, the very odd naysayer excluded, that I am not alone in my positivity about Toby’s professionalism and excellence.

"First class Advice from a first class Group"

We are very fortunate to have Jonathan Hives as our financial advisor for many years, and now a key Member of the Arlo Group. He is very proactive and performs regular reviews of the portfolio, with sound recommendations for improvement, generally proving to be the righ ones. He is always looking for quality products and very wary about costs.
Jonathan answers any query immediately, making you feel confident he´ll always be there when you need him, and that you are his most valuable client. Such a client focused approach is one of his strongest points, this coupled with sound financial advice makes him very valuable to us, and to the Arlo Group.

"Quality Investment and Financial Advice"

Moved back to UK from HK just prior to pandemic and found the service and services from Arlo and specifically Jonathan Hives, were able to adapt to my individual situation, tailoring tax and investment advice to my future goals. Jonathan went out of his way to deal with legacy investments from a number of foreign institutions and countries that I was bringing back with me to make them UK compliant. The advice on both the tax and investment fronts has been spot on as well as refreshingly responsive and proactive with respect to new opportunities or challenges. I will continue to recommend Jonathan to friends and colleagues.