What were the circumstances that caused you to look for a Financial adviser?
Financial advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received