I retired and had a pension pot which I needed to invest.
Amanda was very approachable and was very clear at our first meeting what our choices were. She was very friendly and approachable. She understood my situation and explained my options and took into account my specific situation. I found her explanations very clear and they helped me to make decisions which I have been very happy with since. Amanda has been very approachable and has always been available to help when I have had any queries. She has responded promptly to emails and has been available on the phone if needed.
Yes. I have been happy with the investments. Amanda has always kept us up to date.
I have been very happy with the services i have received.
To boost pension pot
Advised and explained the best way forward for me
It’s early days yet
Nothing really. Explained everything in depth and always on hand to answer any queries I may have.
I was seeking advice on where best to invest the various pension funds I had accumulated over the years
John assessed my approach to risk and understood the lifestyle choice I was looking for, based on this he carried out research and offered the best options for me, he also explained everything fully and answered any questions I had.
Early days yet as I have only recently invested however I am completely satisfied with the service provided by John, he is very diligent and responsive to any queries I have.
Nothing that I can think of, a very professional service provided by John
Recently retired and requiring advice on planning for the future
Amanda is a sympathetic listener - my circumstances are not ‘traditional’
I felt that Amanda did a great job
To gain professional advice and support with investments which are reviewed regulatory to ensure the best returns.
Amanda is easy to deal with and responds quickly and efficiently. She is readily accessible and has ensured that our investments have been placed with appropriate companies which have situated our needs over the years. She has recently given me some excellent pension advice.
Yes within the bounds of a rather unpredictable market!
Nothing immediately springs to mind. The whole process of unlocking my fathers Discretionary Will Trust was a challenge but I think that was more about how it was set up than a reflection on Amanda.