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About us
Drew Harper Financial Consultants is a team of experienced and passionate financial advisors dedicated to helping individuals and businesses in the Halifax area achieve their financial goals. We believe in building lasting relationships with our clients, understanding their unique needs and aspirations, and providing tailored solutions that align with their financial aspirations.
What we do
Our services cover a wide spectrum of wealth management needs, encompassing:
Wealth Preservation
- Retirement planning and preservation
- Estate planning and inheritance
- Risk management through insurance
- Tax mitigation strategies
Wealth Growth
- Investment planning and portfolio management
- Business succession planning
- Retirement planning for executives
- Tax-efficient growth strategies
Financial Planning
- Comprehensive financial planning tailored to individual goals
- Financial goal setting and prioritization
- Regular review and monitoring of your financial situation
Client-centered approach
We understand that every client is unique, with different financial circumstances, goals, and aspirations. We take a personalized approach, working closely with you to:
- Understand your current financial situation and goals
- Develop a customized financial plan
- Implement and monitor your progress
- Regularly review and adapt your plan as your life and financial goals evolve
Experience and expertise
Our team of professionals brings extensive expertise in various areas of wealth management, including:
- Investment planning and portfolio management
- Tax planning and compliance
- Estate planning and wealth preservation
- Retirement planning
- Business succession planning
Partnering with St. James's Place
We are an authorized representative of St. James's Place Wealth Management plc, one of the UK's leading wealth management firms. This partnership allows us to offer our clients a comprehensive range of investment options, supported by the expertise and infrastructure of a large financial institution.
Client Feedback Overview
Drew Capital Group has received feedback from various clients, highlighting their satisfaction with the services provided. The feedback covers the proficiency of staff members, their wealth of knowledge, and their dedication to customer service.
Efficient and Knowledgeable Service
Jesse Brown of Drew Capital is praised for his efficiency and proficiency. Clients appreciate the meticulous work performed by the team and the wealth of information provided. The team's outstanding personnel are highly recommended for financial needs, questions, and topics.
Professionalism and Expertise
Tyler and Chris are commended for their professionalism and extensive knowledge. Clients highly recommend them to friends and family, highlighting their satisfaction with the services provided.
Unprofessional Behavior and Misleading Promises
However, there is feedback suggesting that the company may not always meet expectations. One client reported unprofessional behavior and misleading promises. The representative failed to deliver on promises after selling an annuity, leaving the client on their own.
Estate Planning and Customer Satisfaction
In contrast, Tara Stohr's experience with Drew Capital Group was extremely positive. She and her husband created an Estate Plan and were thoroughly impressed with the service provided by Tyler and Chris. Both individuals were professional, knowledgeable, and dedicated to ensuring client satisfaction.
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