What were the circumstances that caused you to initially look for an adviser?
I'm moving house, so needed to get a new mortgage.
How has Calum Lawson helped you?
Calum provided me with a few different options for mortgages and explained the pros and cons of each lender for my situation.
Have you seen the outcome you were hoping for?
Yes, I have received a mortgage offer for the amount of money I needed. The process was very quick and Calum kept me informed of the progress.
What were the circumstances that caused you to initially look for an adviser?
I was required to change my current Pension set up
How has Priyesh Patel helped you?
Switched my pension contributions from personal to my company and set up insurance for when i get an illness.
Have you seen the outcome you were hoping for?
Yes
What were the circumstances that caused you to initially look for an adviser?
The need to invest in a pension with the right advice.
How has Barnaby Wilde helped you?
Barnaby provided me with high quality independent financial advice through face to face meetings as well as being openly contactable for any queries I had.
Have you seen the outcome you were hoping for?
So far I’m very pleased with the investments Barnaby has made for me.
What were the circumstances that caused you to initially look for an adviser?
Because I inherited some money and had a pension fund.
How has Barnaby Balkwill helped you?
He has helped me to invest in ethical funds as well as move them this year.
Have you seen the outcome you were hoping for?
Yes, considering the markets have been up and down.
What could they have done better?
I don't think there is anything. Barnaby is always willing to explain etc.
What were the circumstances that caused you to initially look for an adviser?
Shares and wealth management and.
How has Ed Shardlow helped you?
Understood values and goals. Accessible explanations and valuable day to day support, as well as long term. Notably, he has saved me a lot of time managing my finances, offering clear support and information.
Have you seen the outcome you were hoping for?
So far, yes. Policies/ outcomes better than if I had dealt on my own.
What were the circumstances that caused you to initially look for an adviser?
I was looking to obtain a mortgage and assess feasibility of buying a property.
How has Priyesh Patel helped you?
Priyesh has been incredibly useful. He has provided great advice and guidance throughout the house move process. Not only helping initiate the moving process and everything that comes with it, but also help set us up for the future post house move.
Have you seen the outcome you were hoping for?
Yes I have.
What were the circumstances that caused you to initially look for an adviser?
We co-owner a house with a friend and wanted to buy her out. Had no idea how.
How has Calum Lawson helped you?
He has been clear and made the whole process simple to understand and straightforward.
Have you seen the outcome you were hoping for?
Yea, we now have everything approved.
What could they have done better?
He couldn't in our opinion. We got exactly what we wanted.
