Testimonials

What were the circumstances that caused you to initially look for a financial adviser?
My husband had used Skipton for financial advice and when he developed dementia I
continued to do same.

How has Asif helped you?
Asif sorted our our investments to make them more simple for me.

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
I'm not sure I can answer, not having the expertise.

What were the circumstances that caused you to initially look for a financial adviser?
I needed to review my pension as was concerned it wasn't performing well for me

How has Asif helped you?
Listened to my needs and circumstances and recommended how a few changes could help me
to meet my goals.

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
nothing - it did take a long time but i think that was more due to waiting for info from my
existing pension provider.

What were the circumstances that caused you to initially look for a financial adviser?
Reaching 50 with multiple pensions. Needed to streamline.

How has Asif helped you?
Clear, easy to understand communication. Clarified points that he felt may be open to mis-
understanding. Patient nature. No pressure or undue up-selling.

Have you seen the outcome you were hoping for?
Not yet. Early days

What were the circumstances that caused you to initially look for a financial adviser?
I have always used Skipton Building Society and as I was looking to consolidate my finances
and called upon their assistance

How has Asif helped you?
He has understood my needs and requirements and has implemented them painlessly

Have you seen the outcome you were hoping for?
Without a doubt

What could they have done better?
Nothing so far as I am aware of

What were the circumstances that caused you to initially look for a financial adviser?
Annual review

How has Asif helped you?
By reducing costs

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
Nothing else