Neil was looking for a Financial Adviser to manage his investments and after an initial consultation with my wealth he decided to go ahead with the service.
Neil comments; “My Adviser is very personable and informative. After an initial meeting, I was provided with an investment planning report which contained all the information I needed.”
He adds; “One of the things I like best about the service is that the communication and contact is very good, including regular updates on investment market conditions. If I ever have any questions, I can call up and speak to someone and always get a response within good time. I also like how I can access my online account to see how my investments are performing and would certainly recommend the service. One initial concern I had was entrusting my pension fund to a relatively small firm in the panoply of wealth management companies, however, after nearly 6 years their returns have exceeded my expectations.”