29 reviews | 1 verified advisers
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!).
Nothing so far but I will be contacting him again for further guidance
I needed advice on how to manage me money better
It set up a pension for me and advised in the best savings route
It’s a long term outcome so not yet
I'd been using a robo-advisor for some time, while simple and easy (the right choice when I joined them) I had got to the point where more bespoke advice would be useful.
Increased potential returns, more focussed planning for the future particular as my finances have become a little more complex due to changing employment type needed a bit more flexibility.
Yes. Returns are better and advice exists when I need it.