We had existing capital to invest and also retirement planning for one of us.
He advised on investment funds, AVCs and how I should take my pension.
Too early to say and unfair to make a judgement in these unstable times. We have been grateful for Stuart’s expertise in the last few months.
There was one time when we inadvertently failed to make a payment for Stuart’s services. We felt that Armstrong Watson dealt with this clumsily and made us feel embarrassed as customers. However, Stuart takes time to explain things carefully and in detail and is easy and patient to talk to.
We wanted a comprehensive review of our investments to provide a regular and consistent retirement income taking into account IHT planning.
We had a number of meetings where Chris conducted a comprehensive analysis of incomings and outgoings. He reviewed the investments held and where they were invested. We discussed and completed risk reviews and he was then able to make recommendations for re-structuring the investments to meet our requirements.
Its early days with the re-structuring having just been carried out but the plan is sound and the profiles created by Chris, give us confidence that it will fulfil the requirement.
Chris has been diligent in taking us step by step through the process, ensuring he answered all our questions at each stage. He provided clear and regular communications and at no time did we feel under any pressure to rush decisions. At this point I can't think of anything Chris could have done better. We are very happy with the service received.
She set up a drawdown option having reviewed the financial position
Matthew has helped us a great deal .. giving us the best advice due to a massive change in our circumstance
I had a small business, and as I was advancing in years I realized I needed some professional advice to help me achieve my retirement aims.
Justin took a view of my finances and also an account of my circumstances, and advised me the best way to get to where I wanted to be.
Yes, in fact Justin helped me to retire earlier than I would have expected.
I really cannot fault Justin and his efforts regarding my financial advice.