Aled Wyn

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

Savings held in bank accounts paid very little interest and we wanted a much better return for our money.

How has Aled Wyn helped you?

From our initial meeting with him, he instilled confidence in us to invest wisely; he understood our long-term financial needs and, having been made fully aware of our attitude to risk, he set up a portfolio with which we were very happy.

Have you seen the outcome you were hoping for?

Our investments have increased in value - 8-9% - and, therefore, we believe that we have benefited greatly from his expertise in the financial markets.

What could they have done better?

We have given this question much thought and we are unable to think of anything that Aled Wyn could have done any better. During reviews, he is most professional, approachable and friendly in his manner. We are kept fully informed with updates and he actions all requests promptly. We have no hesitation in recommending him to other prospective investors.

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

Initially mortgage advice and then latterly more about retirement planning with pensions advice

How has Aled Wyn helped you?

Helped me decide on routes to take. Very proactive and very happy to share personal option rather than just a standard line and leaving it up to me to decide.

Have you seen the outcome you were hoping for?

Yes. I still have more to think about but that fits with a long term, trusted relationship.

What could they have done better?

Very difficult. I often struggles with some of the complex issues but these will always be complex and I can’t obviously think of ways that making the complex less so. Thus, I have no specific suggestions.

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

I was nearing retirement and was looking at where best to invest my savings, but also how best to manage my pensions and those of my wife

How has Aled Wyn helped you?

Aled Wyn helped us a great deal in understanding our current and future needs and how best to manage our finances to meet these needs.

Have you seen the outcome you were hoping for?

Generally yes. The current financial climate is challenging obviously as a result of Covid19, and this has led to a less than ideal situation but not of Aled Wyn's making of course !

What could they have done better?

Aled Wyn has consistently been helpful and constructive and I cannot think of anything that he could have done better.

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

Financial planning, ISA investments, life insurance and pension advice

How has Aled Wyn helped you?

Great, prompt, in depth advice, Aled is exceptionally knowledgable and has provided me and my family with really sensible advice

Have you seen the outcome you were hoping for?

Yes

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

long term investment and pension

How has Aled Wyn helped you?

has given me good advise on my investment and retirment and is always willing to discuss any questions i have

Have you seen the outcome you were hoping for?

before the outbreak everything was going to plan and i was pleased

What could they have done better?

N/A