Richard & Jenny Harvey

Clients of Sully & Co for many years whilst farming, Richard and Jenny Harvey requested further financial advice from Chris when they retired in 2002.

How have we helped you?

We are able to rely on Chris to look after our finances, leaving us to enjoy our retirement and go boating, which is far better than reading the financial papers every day wondering to do next!

Are we:

• Hard Working? Very
• Straight Talking? Always - and in language we can understand
• Smart Thinking? Yes

What is your most delightful Sully Experience?

Peace of mind.

What is the best thing about working with Chris Houghton?

Chris has always done an excellent job for us and is always available to discuss our affairs, and to identify the best investments for us.

Describe Sully & Co. in one word

Dependable

James & Alexia Corkery & Family

In our case the plural... Chris deals with all the Corkery Wade Clan. First it was Grand-daddy and Daddy Bear, then Mummy Bear... now it includes the third generation of motley bears (who are rapidly multiplying) and, indirectly, their baby bears too. This bear clan never hibernates and we like our porridge hot, sweet and now.

How have we helped you?

Financial advice, pension advice and restructuring, fund investments advice and restructuring, advice on mortgages and introduction to mortgage experts. Very importantly, generally making sense of messy financial bits and pieces that have accumulated over the years, rearranging and organising the whole into a structured, efficient and up to date portfolio.

Efficiency, and interest in client care wellbeing means that the Bear Clan have also been introduced by Sully to outside experts that Sully have thought would be of specific interest to us.

Are we:

• Hard Working?
• Straight Talking?
• Smart Thinking?

We award 10 out of 10 bear paw prints for Sully's and Chris Houghton's conscientious and loyal service to us The Bear Clan. (Mummy bear wanted to award bear hugs but Daddy Bear wouldn't allow it !!!)

What is your most delightful Sully Experience?

Apart from numerous cups of tea, coffee and bickies around the kitchen table when sorting out boxes of papers and policies, happy and kind Sully experiences would be when Chris, wife and Sully colleagues joined us in two fancy dress Indian Curry Nights to raise funds for an Aids Centre in Africa being run by one of our female bears who desperately needed money for it... they were great nights and a great success, thank you Chris and John.

What is the best thing about working with Chris Houghton?

Chris is always at the end of the phone or returns a phone call. He is always prepared to answer any query, give his intelligent and professional advice on any matter, explain in great depth and easy language until the limited bear intelligence grasps the point (EVENTUALLY !!!!!), review The Bear Clan investments (unasked) on a regular basis, is helpful, kind, TRUSTED, genuine and liked by all the clan. It's just a pity he's a human and not a bear.

Describe Sully & Co. in one word

Grhh... EAT!