Updated: Jun 24
What were the circumstances that caused you to look for a Financial adviser?
I was looking to consolidate a number of Private Pension Plans and get advice and guidance on current and future investment options.
How did Neal help you?
Following a personal introduction from another happy client, I spoke with Neal Hall and explained my requirements. During our first meeting we explored my options, with Neal outlining consolidation and investment opportunities, associated risks and exact timelines. Neal took the time to explain all in great detail and documented everything we discussed so I could carefully consider my options before making any decisions. Having met with other Financial Advisors, I felt most comfortable with Neal who had provided the most comprehensive and suitable range of information and advice.
What is your current situation? Have you seen the outcome you were hoping for?
Two years into my relationship with Atherton York and Neal Hall as my advisor, I am extremely happy with their advice and continued guidance which has yielded results beyond my expectations.
What could they have done better?
At this stage, I am very pleased with everything Neal and his team deliver.