What were the circumstances that caused you to initially look for an adviser?
To help with my financal portfolio and investments

How has Richard Elliott helped you?
Excellient

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
Can not answer this question situation has never arised

What were the circumstances that caused you to initially look for an adviser?
Wish to set up a SIPP

How has Richard Elliott helped you?
Arranged the simplification/consolidation of existing investments/pension plans

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
Not aware of anything under this heading

What were the circumstances that caused you to initially look for an adviser?
Wanting to simplify our financial management and have professional input

How has Richard Elliott helped you?
Richard has analysed our situation and conveyed it in terms we understand.  He has been able to offer advice most of which we have acted upon.

Have you seen the outcome you were hoping for?
Yes.

What could they have done better?
Nothing

What were the circumstances that caused you to initially look for an adviser?
Having reached state pension age, I needed to make decisions about how best to invest my various company pensions

How has Richard Elliott helped you?
He helped take a lot of stress off me by recommending investment solutions and identifying the best funds and options to maximise my and my husband's future financial security, starting with a full appraisal of our assets and attitude to risk. His holistic approach to our finances, in addition to future income projections, means that I now feel more secure.

Have you seen the outcome you were hoping for?
At this point, yes, as my pension pots have been consolidated and invested according to risk profile and other savings were streamlined. I obviously cannot comment on investment growth yet, as transactions are too recent.

What could they have done better?
There were a few setbacks when trying to finalise payments/transfers from some of my pension providers, due to misunderstandings as to agency. Maybe some earlier, clearer communication with them could have helped clarify matters but I am not sure.