31 reviews | 1 verified advisers
At this stage nothing.
To maximise my returns on my savings and plan efficiently to retire comfortably.
Solid advice, explained in simple to understand terms.
Not yet in terms of returns as very early but an understanding of the art of the possible and a route to follow are clear.
Just getting to that age whereby need to plan for the future!
Been an excellent and proactive source of advice and guidance about what we need to do and responding to our needs
We are on track - this is about the long term game...
Initially, Contact clients more often for a review, and updates...Mainly for reassurance and to form a great working relationship...This was quickly resolved when I spoke to Ben.
I wanted advice, and a plan for my long term future, and retirement plans
Ben has given me sound advice on investing in my future...My money is working hard for me , and Ben's advice has been extremely valuable in this respect...
Yes
Ben has kept me in touch with how my investments are going and given good advice on the products that I use. Adding money to my unit trust was easy and simple. Ben is always available for a call or meeting if I am unsure on anything.
Can’t think of anything, Ben made the right amount of contact, followed up with me and was very thorough.
I’ve been interested in investing for a number of years.
I’ve always been a little wary of investing as didn’t know who I could trust with advice and moving my money. Ben came across very professional, instilled trust and confidence. He took his time to explain everything and provided illustrations and that’s why I went ahead with moving my pension and starting to investing.
Not yet, early days (not even a month!).