Continued sensible advice.
Retirement, I had lump sums from a number of sources, and needed advice how to make the money work best for me and my family.
a) discussed my aims and objectives set against my family circumstances. b) explained and reviewed the options, my current disposition to risk, the likely outcomes against the current financial and economic environment. c) discussed the products currently holding my investments, their performance over the review period and the future likely performance set against likely risks. d) agreed that i would provide more up to date information on state pension forecast, currently in hand and changes to the draw down arrangements to avoid depleting my ISAs and their potential growth. e) discussed family circumstances and how these might affect my financial arrangements. f) discussed wills and LPA which I have in place.
Absolutely, the performance of the investments, as directed by Steve, have been exceptional.
I'm very happy with Steve's approach, when I don't understand advice he will take time to make sure I get the picture. I find this reassuring.
I have had a financial adviser from about the age of 27 to manage my pension and mortgage plans. It has been the best decision I have made.
Steven took over the management of my pension plan when my previous manager (in Explore) retired. He has managed my affairs extremely competently and I am now an early retiree with no money worries, knowing that my funds are being well managed.
I am completely happy with the service that Steven provides and would recommend him without hesitation.
To move my private pension and plan for my retirement
I was in a difficult place when I first met Steven. He was very understanding listened and offered me good advice. Since then I have turned y life around and thanks to Steven have a secure and profitable financial portfolio.
Yes. Steven continues to offer sound advice and I have the utmost confidence in his abilities and professionalism
This was my annual review. Every year, I receive a visit at home to discuss the performance of my investments over the last 12 months, my current situation & any short or long term financial plans or needs.
Steven was able to reassure me that my investments are working well and suit my needs. Also that my plans for the future are still meeting my requirements.
Yes. My investments are performing well and I am able to access cash as I require it.
I am quite happy with the advice received. I appreciate that Steven comes to my home so that the discussion takes place in a relaxed informal manner - and he explains everything clearly.