22 reviews | 1 verified advisers
I was looking for an advisor to help build a growth plan for some inheritance money received.
He built a comprehensive plan of how best to maximise growth of capital and made me putting place long term financial arrangements.
Yes absolutely. He presented a clear plan with a range of options that enabled me to make a well informed decision.
Do not know at this time Will await statement in due course. The I can reply to this question.
Change of Financial Adviser
18 months Approximately
No statement received so far
Nothing.
A family bereavement.
Ben took a holistic approach to both my personal and business assets for both me and my family. By understanding our lifestyle he very quickly put a plan in place and took all of my concerns away.
To soon to see but I’m more than happy with progress to date.
Nothing, I can't fault Ben at all, the whole process was smooth and considered.
Due to a change in circumstances I decided to reach out for advice
He helped put a plan together for retirement and brought a lot of order to my finances
Yes, I was fairly clear about what I wanted to achieve and I feel like Ben understood my aims and knew the path to reach them
Clear understanding of my financial situation and great communication throughout.