Kyle was brilliant at explaining policies
What could they have done better?
Honestly, I can’t think of anything I would have had Kyle do differently. He has performed above and beyond in all the dealings I have had with him.
What were the circumstances that caused you to initially look for an adviser?
Having a private pension without any oversight and a work-pension which I didn’t understand, prompted me to seek advice and guidance for retirement planning.
How has your adviser helped you?
Kyle was brilliant at explaining policies I did not fully understand and then discussing best routes forward to achieve my end-goals. Providing advice in a timely, confident, and effective manner, he has made it enjoyable to watch my investment pot grow.
Have you seen the outcome you were hoping for?
Absolutely. With Kyle overseeing the pensions and investments I hold, I am able to ask questions and receive prompt responses. The growth of the pensions and investments are also more than I had expected, but within the scope of what Kyle had briefed could be possible – a testament to his expertise in the field.

