We’re very fortunate to be in good health and have been careful over the years by saving into pensions and ISAs and such. However, we didn’t feel our financial adviser was actively looking after us and we were worried about the some of the assets we were invested in. There’s been so much in the press about keeping on top of these things so we thought it best to shop around.
After a thorough review of our plans, Stuart identified that even though we had sufficient assets to see us beyond age 100, the costs were too high and the investments were more complex than we needed.
We took his advice to switch to a different plan and a more appropriate investment strategy, which also lowered the overall cost. Stuart advised on tax efficiencies and estate planning as well. We’re very pleased with the service and now feel much more confident.
“We’re very pleased with the service and now feel much more confident.”