28 reviews | 1 verified advisers
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.
Confirmed decisions in annual review