Madeleine Sunley

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

I was looking to retire early after a successful career in the oil industry and I have 4 children at varying stages of life and with varying needs - securing their futures was important to me.

How has Madeleine Sunley helped you?

She has recommended ways to maximise return on my savings and has set up trust funds for each of my children

Have you seen the outcome you were hoping for?

Very much so. A key aspect of her involvement is that I am confident in her ability and recommendations and therefore do not need to worry about the day-to-day details

What could they have done better?

Nothing

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

I was dissatisfied with the firm my retiring adviser transferred me to, so I sought the services of Madeleine who is perfect for myself and my family's needs and requirements.

How has Madeleine Sunley helped you?

Madeleine has extensive financial knowledge and expertise, but more importantly to me she shows remarkable kindness and empathy when discussing provisions to help my loved ones after suffering life's cruel twists of fate. Madeleine goes above and beyond just managing numbers, her genuine personal care and thoughtful, personalised approach gives us so much peace of mind. Our meetings are an absolute pleasure and I am so grateful for her guidance and support.

Have you seen the outcome you were hoping for?

Absolutely, I am feeling anxious and worried about world events and how they may limit my capacity to care for my loved ones but Madeleine alleviates my fears and sets up a strategy that protects my family's future.

What could they have done better?

Nothing. Delighted with everything.

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

We needed advice on what to do with a few different pension pots.

How has Madeleine Sunley helped you?

Madeleine has helped us with good advice and by consolidating our pensions into one place

Have you seen the outcome you were hoping for?

Shortly after Madeleine had moved our pensions Mr. Putin decided to invade so everything took a dive. Fortunately the markets recovered and everything is doing fine.

What could they have done better?

Nothing really.

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

we wanted our plan to be given some professional scrutiny and forrmalise some projections based on knowledge and experience

How has Madeleine Sunley helped you?

madeline had a clear plan of attack to create this. she is friendly, professional and very sharp. exactly what we were looking for

Have you seen the outcome you were hoping for?

so far so good. full confidence

What could they have done better?

nothing springs to mind

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

We were looking to retire early as we inherited some money from the sale of parents homes.

How has Madeleine Sunley helped you?

Madeleine gave us advice as to the best way to invest to maximise our income. We were helped to set a realistic budget and to include fun things like holidays eating out and experiences. Madeleine's charges are small compared to the returns we are getting so it's a win win.

Have you seen the outcome you were hoping for?

We have enough invested to meet our needs should we both live to 100 and also be able to leave substantial amounts to our family

What could they have done better?

Can't think of anything?