Pending redundancy and retirement
Provided comprehensive advice around how to prepare for retirement, my options around sacrificing my redundancy into my pension. General investment and inheritance advise
Yes, very much so
At this moment I am entirely happy with approach and advise
Desire to get better performance
reviewed portfolio, paying good attention to our needs
Armstrong Watson have maintained our investment portfolio for many years and they have been key throughout in our retirement planning.
We have built a trusted relationship with Stuart over several years. As retirees he understands our commitments, our short and long term plans and most importantly our attitude to investment risk. He then routinely helps us to actively manage our investments to deliver on these plans.
Absolutely. Without Stuart’s investment advice we would not be as comfortable moving through our retirement.
Perhaps, a cuddly toy with each investment. Sorry, a joke, We have no improvements to suggest.
I needed an adviser to help me put my savings to better use
Helen explained quite a few options we could do and after some serious thinking and Helen explaining the reasons for choosing where to put my investment I agreed to go ahead.
Considering what is happening to this country and around the world with covid 19 I am more than pleased with my investment and is doing well considering.
At this very moment in time I cannot see what Helen could do to improve my finances, but to keep an eye on my investments and if and when she thinks changes need to be made she will let me know the reasons of her concern and an alternative solution can be made and hopefully increasing my investment in which is why I have trusted my finances in their hands.
alert on my phone offered a free consultancy , registered my interest, received a call from John and took the consultancy.
Like most people the specialised subject of pensions is confusing , John explained the subject very well and made things much clearer for me , i was able to make a decision based on the advice provided.
if you refer to a projection outcome then yes there is a positive outlook.
difficult to answer this because i was perfectly comfortable with the initial consultation , subsequent advice and final decision.