Planning for retirement with a disparate range of investments in a number of different locations.
In terms of organising my investments and plans for moving and transferring them, I am happy with the outcome. Sadly market forces have not been kind during the period but we have adjusted for this.
Clarifying what investments I had already made and what I should do with them, arranging new ISA investment and taking care of the transfers as needed. He also gave my family inheritance tax guidance when needed, and also assisted in certifying some documents for me.
I don't believe that anything could have been done better without use of a crystal ball.
Qualified management of Legacies and Trusts and Pension Lump sums.
Carefully sought information and companies which managed outcome and risks according to my requirements.
I am not sure they could have.
My husband and I required financial advice to help support the longer term planning for our pensions.
The change have only been applied recently, but we are extremely happy with the plans that Graeme has put in place for us.
Graeme was extremely helpful, he was very concise and made a complex process very easy to understand. We feel very happy with the changes that Graeme has put in place for us.
A combination of changed personal circumstances, including reviewing my mortgage, my retirement needs and general financial planning
Advised me about how to maximise what o had and the various options to do so
Nothing that I am aware of
Initially a transfer from a work place pension
Always on hand and responsive to queries, keeps me well informed and I feel Graeme and Fox Grove associates have my best interests in mind.
I am pleased with their services.