Updated: Feb 7
What were the circumstances that caused you to look for a Financial adviser?
Realisation that I had failed to understand what pension provision I had available together with a young growing family forced me to take action. Growing wealth and a income arrangement Caused me to seek professional advice.
How did Neal help you?
Neal, quickly advised on tax arrangements, analysed my poorly performing pension and arranged a high performing alternative.
What is your current situation? Have you seen the outcome you were hoping for?
Yes. Significant savings on tax and growth in investment / pension performance can be expected.
What could they have done better?
Neal is more risk adverse than me. (This is probably a good thing!)