Chris and her partner Arthur arranged a review with their Adviser to discuss how they could better manage their investments.
Their Adviser assessed their current financial situation and provided investment recommendations to help generate an income in retirement.
Chris comments; “Our Adviser explained the recommendations to us in ‘layman’s terms’ but left us to think about it with no pressure to proceed. We were more than happy to move our finances to my wealth* as we can relax more knowing that a service is in place to manage our investments – being able to draw money out with minimum impact on our investments gives us great peace of mind.
Having face-to-face contact with our Adviser is worth its weight in gold. You can read as many leaflets as you want but meeting with a person face-to-face cannot be beaten and we have already recommended the service to a lot of friends. We cannot praise the customer service enough and we are kept up-to-date with the weekly market update email.”
Chris and Arthur are now retired and have already enjoyed travelling, seeing friends and treating their grandson.