Welcome to Asset Wealth Advisory

What were the circumstances that caused you to initially look for an adviser?

My current arrangements regarding my pension were inadequate

How has Asif Hussain helped you?

I have little understanding of pensions and investments and Asif has helped me navigate this, providing explanation along the way and helping me to make decisions I feel comfortable about. I have never felt any pressure to make those decisions. I feel that my future prospects are much stronger as a result of his guidance.

Have you seen the outcome you were hoping for?

Yes! The interventions and guidance from Asif have eased my concerns about my future retirement plans.

What could they have done better?

Nothing requires improvement. I have been happy with every single step of the process.

What were the circumstances that caused you to initially look for an adviser?

I do not have much work currently and am close to retirement.

How has Asif Hussain helped you?

Set up a investment isa.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I do not know.

What were the circumstances that caused you to initially look for an adviser?

Needed a help with investments and to make sure money can work for me efficiently.

How has Asif Hussain helped you?

Asif was extremely helpful, informative and genuine. He boosted our pensions and made sure we are in a good place in 20 years to secure comfortable retirement.

Have you seen the outcome you were hoping for?

So far its working well. It’s too soon to tell.

What could they have done better?

I can’t think of anything.

What were the circumstances that caused you to initially look for an adviser?

I had just taken my pension out early

How has Asif Hussain helped you?

Asif has been amazing. He put me at ease and sorted all my savings out. Explanations of what he advised me to do were given clearly and all options of how best to save my money were given. He got to know me first and was able to suss out how comfortable I felt with decisions. He asked me at every step what options I would like to take giving me pros and cons with what I had decided. Absolutely excellent. I couldn't have asked for a better financial advisor.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Asif has been perfect. I cannot fault him.

What were the circumstances that caused you to initially look for an adviser?

I needed help to review and transfer my pension and isa investment. I was concerned about the drop in value that could occur over a short period of time if anything happened in the economic climate.

How has Asif Hussain helped you?

He helped me decide on the level of risk I wanted. He then helped to transfer my investments to a new provider fund which would be monitored and therefore less prone to big adjustments due to world events. He also helped me set up a private healthcare plan.

Have you seen the outcome you were hoping for?

Hopefully. Time will tell but I feel happier with the fund chosen.

What could they have done better?

Nothing I can think of.