Citizens advice bureau advised to get financial advice because of amount involved in pensions
Started with Ainslie . John has taken over and continues to give advice on all aspects of the pension scheme
At this time outcome is expected to be a mix of highs and lows but will continue to grow as expected
Nothing John has done a great job at this time
John reviewed existing policies and made recommendations for change. He explored our circumstances and made very helpful suggestions. Explanation and advice was given clearly. A trusted and professional service was provided.
We had an inheritance to invest and felt that we needed advise on how to get the best return from the money.
Stuart setup a number of Webex conferences (due to the COVID-19 lockdown) and patiently went through the process of working through the options for us. Stuart put no pressure on us and let us ask multiple questions until we were ready to make a decision.
Yes, we have created a savings portfolio.
Nothing, everything was sorted for us.
From start the expert help allowed me to plan for the future
Running a business.
By explaining everything in an easy understandable way which gave us confidence to make decisions.
Nothing we could think of.