As a result of covid we have been able to save significantly and it was just lying in our bank account earning little or no interest. There was no pressure at all to invest any of the money
Adrian our advisor talked a few things through with us and left the decision entirely to us. When we made the decision the paperwork was completed again without pressure. We were ready to happily commit. We have known our advisor for a number of years and found his assistance invaluable. Always ready to explain matters to us and to leave the deciding to us.
It proved to be a seamless service and carried out within a matter of days.
Nothing comes directly to mind.
I needed advice as I had a number of different pensions that I felt weren’t really performing very well
He amalgamated some pensions into one and this allowed me to draw some money off to clear debts and rest went into a new pension that had performed far better than had I left them where they were
Yes things are performing better than expected
Nothing, I should have consulted them earlier
I needed sound professional financial advice
‘Craig Bonsor’ diagnosed accurately my financial circumstances and needs and was of great help in advising me on appropriate investment options. he took particular trouble to build up an accurate picture of my attitude to risk and to advise appropriately.
So far (over a decade) his advice has been sound and confirmed by results.
I needed professional impartial advice on the best way forward for my investment planning
He has provided that Advice in a calm patient and professional manner
Yes, so far!
I needed well-informed professional advice on how best to deal with my financial affairs post retirement.
By providing that advice calmly meticulously; in particular taking trouble to explain options to this cautious client clearly and patiently.
So far so good