Operational client Support manager

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

I reached a point in my life where I needed to plan for the future.

How has Asif Hussain helped you?

He has given me careful and considered bespoke advice to suit my needs

Have you seen the outcome you were hoping for?

I feel relieved my loved ones will be safe and taken care of in the future

What could they have done better?

Asif is tec savvy fast and efficient. I'm slow and not so fast with online transfers and can feel overwhelmed He is patient and non judgemental

Asif's reply

Thanks for taking time to respond. I am glad that we are working with you and we do ensure we treat our clients as individuals. Although efficient is good, we ask that you take as much time as you want and need, call or message anytime if you need support.

Please provide a brief comment about your experience with Asif

We approached Asif for advice on where to place savings now that a pension pot is not an option due to reaching 75 years. We also wanted to plan long term finances

Asif's reply

Thanks for your response. I look forward to putting a plan in place and looking after your long term finances.

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

I was concerned with my pension status.

How has Asif Hussain helped you?

Combined all my Pensions to one pot and to one place.

Have you seen the outcome you were hoping for?

We have only been working together for 4 months, but already Asif has made it easy for me to understand.

What could they have done better?

Nothing at the moment.

Asif's reply

Thanks for responding. AwA looks forward to working with you and supporting your plans to retire when the time is right for you. Please do reach out anytime if you need further support before your annual review. I will keep in touch too.

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

I had money to invest and need advice on the best way to handle this.

How has Asif Hussain helped you?

Asif is committed , knowledgeable and offers a personal service that is tailored to his clients' needs

Have you seen the outcome you were hoping for?

It's early days, but the return on my investments is promising.

Asif's reply

Thanks for responding. I am committed to deliver exceptional service to you and support you over the coming months and years. We are very happy to have you as a client at AwA.

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

Looking to cover % shortfall when retiring from NHS before scheme fixed date 65 for 2008 scheme 67 for 2015 scheme

How has Asif Hussain helped you?

Recommend funds designed for growth over period, working to a ten year plan.

Reviews yearly and invests new funds to complement goals.

Have you seen the outcome you were hoping for?

Yes good growth

What could they have done better?

Nothing

Asif's reply

Thanks for the response. We are extremely happy you are a client of AwA and we hope to support you in meeting your objectives.