Seeking financial with respect to prospective retirement.
Gave a comprehensive review of the financial options that were available to us.
Yes Kerry has guided us towards a financial arrangement that fully satisfies our requirements.
Was receiving information from Pension providers and nearing Pension age. Needed help and advice
Explained everything and advised where best to place funds and at the same time reduce my current management costs. Be advised that "finance" like "chemistry" is something that is totally alien to me and similarly to my Wife. Helen could not have been more helpful with her research, her continued passing of information, her presentation and the fact that she made sure we fully understood everything that was involved. My wife and I left our meeting with Helen in a content state of mind.
I can't think of anything that could have been done better bearing in mind that, before involving Helen, I was "clueless"!
We inherited sums of money that required advice on how best to invest in a portfolio.
Chris presented a series of options and strategies that would be suitable to give us a long term income. He also explained in an illustrative style which was clear for myself and wife to understand.
The long term outcome is yet to be achieved
It is still early days regarding the investment plan and hopefully the advice and management will continue as expected.
Cash withdrawal from pension. Company had set up my SIPP and so ongoing relationship.
Advice generally including tax assessment.
Over many years I became out of touch regards my pensions, I just had no idea where anything was or most importantly what any of these pensions were actually worth, I needed someone to take their time and explain to me in simple terms what I had and what they all meant.
Helen did exactly what I needed, simple straight explanations, she took her time to go through every element of my personal situation and gave me simple to understand answers. Nothing was too much trouble and her friendly approach to looking after me was second to none. I would have been lost without her.
Yes, everything now in one place, with one goal and a clear understanding re my future investments and Pensions
nothing everything was superb