David Stealey

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

My mother has Dementia and has gone from home care to an assisted living facility, I don’t live in the UK and and therefore unfamiliar with the rules regarding finances here . David and his team keep me updated and provide solid advice regarding my options in maintaining my mothers finances

How has David Stealey helped you?

Under David’s guidance my mothers financial situation is solid - he is very amenable in meeting with me either via Teams or whenever I’m in the UK there is no problem setting up a face to face meeting

Have you seen the outcome you were hoping for?

Yes

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

Support during the probate process following the death of my mum. Inheritance tax planning for my dad.

How has David Stealey helped you?

David has given us clear, balanced financial advice that has helped us make informed decisions during a very emotional period of our lives.

Have you seen the outcome you were hoping for?

Yes. We have been sensitively supportive to manage complex affairs.

What could they have done better?

We are still working with David. He has been responsive to our many questions and guided us through the complexities of financial management with a jargon free approach and measured suggestions. This has allowed us to feel empowered to make decisions that we believe are right for our family at this time.

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

Not happy with service with previous advisor

How has David Stealey helped you?

Reasses our holdings and making alternative arrangements

Have you seen the outcome you were hoping for?

To be reviewed, this is only early stages

What could they have done better?

Nothing, expectations exceeded

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

I had numerous pensions and wanted I combine them into one to maximise my ROI.

How has David Stealey helped you?

By evaluating my portfolio and discussing my best options based on my Investment attitude to risk over return.

Have you seen the outcome you were hoping for?

Yes. Very much so. Excellent growth in a lot of sectors

What could they have done better?

Nothing really. Always professional and honest to deal with. Best of all they listen to me.

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

Managing accounts as power of attorney

How has David Stealey helped you?

Investments to provide what we needed in short and medium term

Have you seen the outcome you were hoping for?

Yes