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.