21 reviews | 1 verified advisers
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.
I cannot think of anything.
I wanted advice on financial investments and pension and I had some questions about insurances.
Ben went out of his way to explain various options to me, and then he prepared a thorough proposal based on my goals and needs. I experienced him as very knowledgable as well as personable and friendly.
His advice was extremely valuable, I am not at the stage of seeing any outcomes yet.