Testimonials

What were the circumstances that caused you to look for a financial adviser?

As explained to Victoria, we want to have some extra monies available to spend in our later years.

How did Victoria Ward help you?

Victoria was utterly professional and extremely patient and kind. She tirelessly explained everything to us and we felt that she had nothing except our best interests at heart for which we are extremely grateful.

Have you seen the outcome you were hoping for?

Hopefully, we are well on our way to achieving our aim with regard to obtaining an Equity Release on our home.

What could they have done better?

In our opinion NO

What were the circumstances that caused you to look for a financial adviser?

My previous advisor retired and I was not happy about the proposed successor.

How did John Kelly help you?

Initially he reorganised the investments into more suitable platforms. Later, when I told him I wished to consider moving to an ethical investment platform, he researched the options and presented them to me for decision. This felt respectful and helpful.

Have you seen the outcome you were hoping for?

So far things appear to have performed satisfactorily in the present market. I feel able to refer to the firm for advice when needed.

What were the circumstances that caused you to look for a financial adviser?

When both my husband and I retired we felt we needed advice in investing and managing our income. When my husband died I valued the advice i received on ensuring I was acting wisely with investments.d

How did Victoria Ward help you?

We discussed how best to invest my financial situation and maintain a comfortable lifestyle.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I think considering markets I have been satisfied

What were the circumstances that caused you to look for a financial adviser?

Had a pension fund to invest

How did John Kelly help you?

John gave really good advice on how to invest in retirement

Have you seen the outcome you were hoping for?

Yes, it has been excellent

What could they have done better?

Nothing