What were the circumstances that caused you to initially look for an adviser?
I needed advice on inheritance tax.

How has Richard Elliott helped you?
He has advised me well.

Have you seen the outcome you were hoping for?
Yes my investments have increased.

What were the circumstances that caused you to initially look for an adviser?
Having a substantial amount sitting in current accounts

How has Richard Elliott helped you?
Advised on a strategy to optimise use of funds

Have you seen the outcome you were hoping for?
Yes I think so

What could they have done better?
No particular suggestions

Please provide a brief comment about your experience with Richard
In our case/circumstances Richard has been very patient and helpful with advice for investing and overall information.

What were the circumstances that caused you to initially look for an adviser?
I wanted to find a new IFA. I had one for 10 years or so but had been unable to contact him. I eventually discovered Richard via your website.

How has Richard Elliott helped you?
Reorganising a section of my Finances to the great advantage of myself and my wife. I also use a Stockbroker as an Investment Manager.

Have you seen the outcome you were hoping for?
Yes very much so.

What could they have done better?
Richard could not have done better. He provided a very thorough service from start to finish and continues to do so.