208 reviews | 1 verified advisers
Looking to improve on my finances at the time
By setting up a portfolio explaining the options and giving a choice of risk levels.
The outcome has, given the turbulent economic changes, turned out very satisfactory.
Advice given at various stages of the investments have proved to be informed and clearly explained , to make any choices to in deciding options easy.
My previous financial adviser retired and he recommended Vincent.
In all aspects of financial advice and helping my accountant for tax calculations.
Yes
Nothing.
Maturing pension
Facilitated pension drawdown by transferring pension pot into a more suitable product from the initial investment.
With a volatile market over the last few years, there has been alot of unpredictability with investments, so I have been pleased with the outcome in the circumstances.
Pension advice.
With my pension my partners pension and our son & daughters pension.
Absolutely
Nothing, he’s gone over and above our expectations over the 20 plus years .
We wanted to plan for the future and needed guidance as to the best approach given our circumstances at the time and as our financial situation developed.
Vincent has provided ongoing reassurance and support over the years. We have always felt confident that Vincent has always represented our best interests.
Yes - without doubt
We have no areas of concern at all.