As he always does. Promptly, efficiently, friendly, with good advice.
Reaching retirement age
Looked for the best product to suit our needs for our required retirement income. The advice she gave and the advantages of the products she was recommending were explained clearly and in a way that we could understand.
We do not believe there could be any improvement in the way Amanda advised and guided us.
I had been quite neglectful of my pension position and hitting 60 was a wake up call leading me to seek the advice of a financial advisor.
Pensions review - Simon took the time to improve my understanding of pensions in general before even discussing specific investments. He provided an insight into lifestyle choices helping me to see clearly what I might want from retirement. In addition, he offered a lot of advice relating to other areas more key later in life, such as income protection, making a will, checking beneficiaries on investments, utilising tax allowances. I personally, feel a bit embarrassed talking about money, but Simons approach and relatability made me feel at ease and more confident to make decisions. I felt I received open and honest financial advice.
Had a few pensions not making me any money
Brian combined them to an better investment. He also gave me advise on a small investment
Matthew continues to provide easy to understand financial advice and gives us confidence in our investments.