Testimonials

I have now engaged Phil on numerous occassions regarding my personal finances and have regularly sought his advice in these areas. I have always found him extremely knowledgable and professional. He has regularly provided me with superb adive and I would have no hestitation in recommending Phil, and indeed have done on several occasions.

Matt Brick

 

“I have introduced several clients to CDG. They have always received a highly professional service and top quality advice on both mortgages and investments. I am therefore more than happy to continue to recommend CDG to anyone requiring specialist advice in these fields.”

Steve Black, Keyworth.

 

“I have used Philip on numerous occasions for assistance with my personal finances. On every occasion he has exceeded my expectations, has provided me with solutions & a service that is 2nd to none. I would not hesitate to recommend Philip.”
Top Qualities: Great Results, Expert, High Integrity.

Lisa Hall

 

“I’ve worked with Phil for a while now on a personal level and will be introducing company services shortly. Phil makes financial decisions easy. Having an IFA who takes the time to understand you, your goals and works with you is key to getting short/ long term results. That’s what Phil does!”
Top Qualities: Personable, Expert, High Integrity.

Mark Robinson

 

I have worked with Phil for nearly ten years and have no hesitation in recommending him to others and to clients of our firm, the recommendation can be no higher.

Dave McKeon

 

Philip is a true professional who is both creative and an expert on financial matters a person you can trust to handle your confidential issues in addition nothing is too much trouble for him. I am pleased to recommend Philip Wort.

Nick Pigott – Red21 Luxury Personal & Corporate Gifts

 

I am delighted to recommend Philip Wort, MD of CDG Financial Services in Notttingham, who I have instructed for his financial services on a number of occasions for personal advice. Since I first met Philip, I have also recommended him to clients, friends and contacts and will continue to do so without hesitation. Philip is personable, excellent value, punctual and creative!!

Damian Rockley

 

Phil has provided our family with a reassuringly comprehensive package of insurance and financial planning services. His ability to listen and understand our long term goals meant that he identified the most accurate product portfolio we could hope for. A particularly well-timed mortgage proposal has saved us thousands.

Rob Day, Leicestershire.

 

I have used CDG Financial Services for the past 10 years for both business & personal use.

The main reasons I deal with CDG are:-

  • Professional, knowledgeable and courteous.
  • No pressure to sell me anything, they give advice and leave me to think.
  • I feel they know me and my business and advise accordingly.
  • Things change and they are on the ball and keep me informed.
  • Over the years, I have been given sound advice.
  • They are there when you want them.
  • All in all, an excellent relationship.

Mr S, Nottinghamshire

 

I was delighted with the prompt personal attention provided by Phil. His advice was comprehensive and delivered in a simple and easily understandable fashion. I would be happy to recommend your services to anybody in need of such advice.

Mr B, Leicestershire