Sean Mills

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

I have multiple pensions with different companies I have not actively managed. I am poor at dedicated saving and keep most in cash, which I’ve found increasingly diminished by inflation.

How has Sean Mills helped you?

Sean has helped me consolidate my pensions where necessary and advised on better performing funds within my company’s pension offering also. I’ve also taken up life insurance cheaper than the market rate. Not to mention dedicated savings in a growing fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Wish I started sooner to be honest! Great help

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

Saving money and investing.

How has Sean Mills helped you?

Sean helped me with planning for my future and saving money through investments. He also supported me with my concerns and answered all my questions professionally. He also set up our life insurance and did this quickly and hassle free.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

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

Need to sort financial planning

How has Sean Mills helped you?

has been very helpful in investment advice

Have you seen the outcome you were hoping for?

It is a long term investment for retirement planning

What could they have done better?

Nothing

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

Junior ISA for newborn

How has Sean Mills helped you?

Setting up appropriate investment vehicle and risk target for the junior isa

Have you seen the outcome you were hoping for?

The outcome of setting up an investment vehicle has been achieved

What could they have done better?

Everything was done to the highest standard

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

Having the opportunity to save money from when I started full time employment but not a lot of knowledge on how to handle this meant looking for an advisor, and Sean was a great fit at SJP.

How has Sean Mills helped you?

Sean has offered advice and assistance in ensuring that my money works for me instead of me working for my money.

Have you seen the outcome you were hoping for?

The outcomes have been positive, with gains that are not as large as would be hoped for, however, given the global turbulence over the last years Sean has offered advice and guidance which has lead to good positive outcomes. I would not have had this happen without Sean’s advice.

What could they have done better?

I don’t really have much constructive criticism for Sean, but his advice has been well received and the outcomes positive, especially welcome in recent adjustments for future planning.