Money to invest.
Advised and acted on our decisions.
So far nothing. She has done everything we asked of her in a very professional way
my age and whether pension was wisely invested
She examined my (then ) current investment plan and made constructive suggestions
Yes . investments have outperformed the market
I was coming up to retirement.
Victoria helped me by combining all my pensions into a portfolio.
The outcome I am looking for is likely but I haven't had a yearly review yet.
Victoria has done a good job in these difficult times I can't see how Victoria could have done any better
We had sold a house as my Mother died and left us a better one. We wanted to invest the money to provide income for the future.
Graeme sought out very good investments with low to medium risk that would gain money over the long term.
Very much so. He's made us amounts we would never have been able to obtain alone.
Nothing, he's our hero!
Mainly pension planning but also savings and small-scale investments.
Selected and manages pension, ISAs and other savings and investments at an appropriate level of (very little) risk.
I'm happy with the service.