We were approaching retirement and needed advice.
Garnet has provided a trusted environment for our money and we are confident that he will be able to help us manage our funds going forward.
We have not been disappointed so far. Our investments have performed OK even during these turbulent economic times.
Spend more time ensuring we really understand any suggestions for ways to maximise our funds and to minimise tax.
My retirement resulted in some investment opportunities.
In identifying the best investment opportunities for me and monitoring these.
The outcome has certainly been the the range of expectations described by Garnet. We all, however, hope for even better outcomes.
I did experience a period where face to face advice was given by another (qualified) financial adviser employed by Garnet. To be fair Garnet did consult before this happened, and I agreed, although the service during this period was satisfactory, it didn’t feel as special.
Pensions, insurance and investments
Garnet is not just a trusted advisor of mine, he becomes a friend. He is always on the front foot wanting to help where he can. He has helped me simply by being there, and I can't praise him enough.
Nothing. Will never move away from him.
I have had a financial adviser for many years and Ubuntu took over from the previous adviser
Advised on financial planning, inheritance tax and pensions and has facilitatated the consolidation of various investments in order to maximise and simplify
Not yet - but working on it
Sometimes the advice is not always clear which means I have to follow up to get an explanation
Initially, it was when we were looking for a mortgage. Following which he sorted out our health insurances and provided other advice.
He listened to exactly what we wanted, and gave us various options which he explained clearly and precisely. He then gave us time to reflect and consider our options, before finalising our requests. Nothing has been too much trouble for him, and he has been most responsive to our many enquiries.
Absolutely. Our mortgage is exactly what we wanted, and we feel reassured with the insurance policies we now have in place. We have peace of mind.
We can’t think of anything he good have done better!