I have been with Wealth of Advice for several years. I approached them when I retired from my full time job. They helped pull together my pensions from previous employment etc
He gave me a summary of the performance of my investment over the past 12 months in context with the global economy. He discussed changes in my circumstances and suggested alternative courses of action I may want to take.
My investments have fallen by approximately 1%, but I`m happy with that in light of the effects of Corona virus
My employer setup my pension with wealth of advice.
Mike looks after my pension with annual reviews where we discuss my requirements and Mike makes recommendations based on those requirements.
Yes, it’s good to know that someone is monitoring my pension and has the knowledge to help me achieve the best outcome.
Approaching retirement in the next 5 years and seeking advice relating to my deferred occupational pensions, savings and financial requirements for income. Worried about the risks I might be taking and unaware of what the options are.
In complex and difficult times, Mike had the patience to explain what my options are whilst providing reassurance. He made the complicated much clearer and had some very useful guidance for me. I have been able to make some changes in my planning which will help secure the income I need in retirement.
Yes, I will go back to Mike when the time is right to make further vital decisions with confidence. Hes already helped me change some aspects of my pension planning to help meet my ultimate goals.
I really cant see how he could!
I have additional income from properties as well as having both a private and NHS pension.
I find financial advice confusing and slightly daunting, however Mike is very approachable and makes it easy to understand. Consequently making making the right decision for my individual circumstances is made much clearer.
I'm more than happy with the advice I have received and reassured that he is acting in my best interests
I wanted advice on pensions and investments.
He offered comprehensive advice and explained fully what options were available and suitable for myself.
Not as yet, portfolio is in the early stages of setting up.
I was very happy with the service provided by the advisor and the other members of staff who I dealt with.