Madeleine Sunley

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

Friend

How has Madeleine Sunley helped you?

Pension, Retirement and all areas of Financial guidance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Lots of pensions and savings in different pots which needed consolidating and a plan put together for future best investment.

How has Madeleine Sunley helped you?

Regular conversations and adjustments to my investments as my circumstances have changed over the years and good informed and evidence advice.

Have you seen the outcome you were hoping for?

My investments have been safe, secure and increasing in value.

What could they have done better?

Nothing. All very good

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

I felt it was a good time to organize an annuity from a couple of my pensions (current rates are good), and just wanted reassurance that I was doing the right thing

How has Madeleine Sunley helped you?

I had already worked out what I was going to do and why, but I just wanted to talk it through with an expert. She listened to my reasons and then checked the current annuity rates on offer. It turns out my own pension company is offering a good rate. This was all in a first meeting and cost me nothing! I will need more help when I access my draw down pension in the future, so I will be back to see Madeleine then.

Have you seen the outcome you were hoping for?

Yes. I got the reassurance I needed to move forward on my own.

What could they have done better?

Nothing!

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

To review our financial situation, pensions and discuss retirement planning

How has Madeleine Sunley helped you?

Retirement planning, pension advice and transfers

Have you seen the outcome you were hoping for?

100% After an in depth review with Madeleine on our situation we had the confidence to bring forward our plans to retire early.

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

My retirement from full time employment

How has Madeleine Sunley helped you?

primarily advice and assurance on investments

Have you seen the outcome you were hoping for?

Yes even in these volatile times

What could they have done better?

satisfied will everything in her control

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

Making the most of long term investments. Understanding the actions to take for short term savings and longer term investments.

How has Madeleine Sunley helped you?

Teaching about risk. Ensuring I fully understand what my money is invested in. Personalised approach to where and how I should be investing my money.

Have you seen the outcome you were hoping for?

Yes. My long term savings have grown really well in the funds that Madeleine has set up. Also Madeleine has greatly improve my understanding of risk, long and short term saving and how to use difference sources of savings.

Please provide a brief comment about your experience with Madeleine

Madeleine made me feel very comfortable and safe and she was really easy to chat to about something I find difficult. She was able to answer all of my questions and I now look forward to getting started on our journey with her.

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

Looking to see after receiving an inheritance whether I could retire early.

How has Madeleine Sunley helped you?

Gave us good advice which we took and now we have a financially secure retirement with money to do lots of things

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

Initially, pension transfers, subsequently retirement modelling.

How has Madeleine Sunley helped you?

Consolidating various pensions, retirement modelling, general discussions around planning retirement income, tax, inheritance planning.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Madeleine

quick response to enquiry. clear concise website , so far so good

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

As retirement was looming and the concerns that this brings financially , I felt out of my depth with regards my situation and options .Therefore it was obvious I should seek financial advice & guidance.

How has Madeleine Sunley helped you?

Madeleine is fabulous to deal with , open and honest ,always available to answer any questions, my wife and I felt she was the perfect fit right from our very first meeting . We did not hesitate to link up with Madeleine .

Have you seen the outcome you were hoping for?

Its still early days , but things are going in the right direction !

What could they have done better?

Biscuits ! :)

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

n/a

How has Madeleine Sunley helped you?

Great advise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Please provide a brief comment about your experience with Madeleine

Madeleine was very professional and friendly. She gave us a good insight into how she can help us invest and plan for the future and an understanding of her tailored approach to each client. We felt the information was easy to digest and we look forward to discussing further with Madeleine.

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

Kids future and making sensible choices with saving

How has Madeleine Sunley helped you?

Sound advice and takes on board our opinions and attitude to risk

Have you seen the outcome you were hoping for?

Yes

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

My partner past away unexpectably and if it had not been for Madeleine I would have struggled sorting out his finances.

How has Madeleine Sunley helped you?

Having sold my house recently she has helped me invest the additional money

Have you seen the outcome you were hoping for?

Yes more than I would have expected Madeleine has come up with other options for me.

What could they have done better?

n/a

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

Pension review

How has Madeleine Sunley helped you?

3 years

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Madeleine

Madeleine was extremely friendly and knowledgeable and gave me some great advice on my pension options in our initial meeting. I will definitely go back to Madeleine once I am ready to retire.

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

We looked for an IFA as we needed to make some financial plans and investment advice

How has Madeleine Sunley helped you?

Madeleine did a thorough review of all our finances and made recommendations for moving forward. The annual reviews have been extremely helpful as well.

Have you seen the outcome you were hoping for?

Yes

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

Due to retirement

How has Madeleine Sunley helped you?

In guiding us to prepare for the next stage of our lives and to keep our finances in order and providing the best value options

Have you seen the outcome you were hoping for?

Yes we are beginning to though the economy is in a recovery mode

What could they have done better?

no comment at this stage

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

Madeleine is friendly, trustworthy and knowledgeable. Her advice has been invaluable. I highly recommend her services as an IFA.

How has Madeleine Sunley helped you?

Investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

For advice re pension.

How has Madeleine Sunley helped you?

Transfered pension .

Have you seen the outcome you were hoping for?

Not as yet but only recently moved pension.

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

To get advice on retirement options.

How has Madeleine Sunley helped you?

Helping to consolidate various pensions for later draw down, and keeping us informed appropriately.

Have you seen the outcome you were hoping for?

Very early days at the moment but optimistic for the future.

What could they have done better?

Nothing really.

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

The need to feel secure about my long-term financial status and to make sure that any current plans were the right ones.

How has Madeleine Sunley helped you?

Madeleine has always been very informative and professional in all the advice that she has given me. Although an area not to be taken lightly, Karen has always given it with a sense of humour but in a clear and easily understood way.

Have you seen the outcome you were hoping for?

Absolutely. I am confident about my long term plans

What could they have done better?

Never had any issue with the advice given and I would strongly recommend if you want clear advice and helpful advance then get in touch.

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

Future security

How has Madeleine Sunley helped you?

Sound and solid advice

Have you seen the outcome you were hoping for?

Yes

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

Future planning and the complexity of pensions and financial jargon in general

How has Madeleine Sunley helped you?

Madeleine works hard to understand what you are trying to achieve and how those things change over time. She has explained options, given excellent timely advice and done this in words that are mostly jargon free. She has a great sense of humour that makes the review meetings fun! Most importantly, the portfolio advice has worked.

Have you seen the outcome you were hoping for?

Yes. Despite the obvious ebbs and flow of market uncertainties, I feel I have had excellent advice that has left me with a robust financial outlook.

What could they have done better?

Madeleine does exactly what I want and need from a financial adviser.

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

Our financial situation had changed significantly. We recently accepted a job overseas and we were about to receive a large cash sum after selling our house in the UK. We needed to understand if we should keep our UK pensions and where we could place our money so that we could get access to it again easily.

How has Madeleine Sunley helped you?

Madeleine did a high-level overview of our pensions, gave us a clear direction on what we could do with these, and with our UK stage pensions. She was also very helpful in explaining how we could place our cash in bank accounts that would ensure we had immediate access yet were covered by FSA guarantees in case of bank liquidation.

Have you seen the outcome you were hoping for?

The cash is indeed well looked after. The pensions is an ongoing conversation, not least because I'm now contributing to a Dutch pension as well. However, thanks to Madeleine I'm more knowledgeable about my own finances and able to make informed decisions.

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

Approaching retirement and wanted advice on pensions.

How has Madeleine Sunley helped you?

Madeleine gave me good clear advice on my pensions

Have you seen the outcome you were hoping for?

Still in process.

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

With retirement on the horizon it was important to understand the financial realities of life after employment. Knowing that my money is invested in secure investments is important to my peace of mind and ability to enjoy life now.

How has Madeleine Sunley helped you?

She clearly and confidently understood my financial concerns, and continues to ensure she only works in tune with my wishes. Her use of software ensures that I can easily see and understand how my investments are faring, and any updates in my life can be added to see the possible consequences on my current lifestyle. This is all very reassuring.

Have you seen the outcome you were hoping for?

Even in difficult global financial times, I have remained confident that my monies are secure; and when considering major expenditure can always ask Madeleine what impact it might have on my longer term financial position. She has overseen my finances as I entered retirement, and I remain confident she will continue to manage my financial affairs in a professional yet personal way.

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

Approaching retirement and wanted advice on the options that were available with regards to our pensions.

How has Madeleine Sunley helped you?

Madeleine clearly explained how our pensions were performing and how best to make the most of them for our future. She was very generous with her time and advice, explaining details carefully. Madeleine is very friendly and approachable and was more than happy to answer all of our many questions.

Have you seen the outcome you were hoping for?

After our recent consultations with Madeleine, we are confident that we will see the outcome we are hoping for.

What could they have done better?

N/A

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

To consolidate pension savings

How has Madeleine Sunley helped you?

Confirming my thinking on the choices I had made not

Have you seen the outcome you were hoping for?

Not bad so far

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

My wife had just started to receive the new state pension and we both had private pensions which we started many years ago. We decided that we should find out how we could access our private pensions and whether we would have enough money to last us if I were to take early retirement being younger than my wife as the next 20 years are so important to us both. We felt that we needed a professional person to take control of our pensions as I have little confidence when it comes to investments.

How has Madeleine Sunley helped you?

Madeleine helped us by first confirming an up to date pension value and explaining the different options available to us. Madeleine then went on to giving us different financial scenarios on our choice of retirement plans. She confirmed that we have enough to allow me to retire and for us to fulfil our dreams. Madeleine handled everything for us which I just say was a great relief as I was extremely nervous about what to do. We felt extremely comfortable with Madeleine and she took time explaining everything so we fully understood everything.

Have you seen the outcome you were hoping for?

It is still early days but we are confident that everything will be fine. We have access to our investments via an online portal to see how they are performing.

What could they have done better?

Nothing really.

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

My wife and I wanted to plan for the future financially.

How has Madeleine Sunley helped you?

She helped us to understand the importance of financial planning and explained the options available to suit our particular situation.

Have you seen the outcome you were hoping for?

Yes, she has provided us with a opportunity to invest at the risk level we are both comfortable with.

What could they have done better?

No bad feedback to give. Madeline and her team have been both organised and helpful throughout our experience.

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

I was in my mid to late fifties and had always planned to retire when I’d reached 60.

How has Madeleine Sunley helped you?

Madeleine did a brilliant job of assessing my financial circumstances and recommended retiring early.

Have you seen the outcome you were hoping for?

I retired at 57 and have not regretted early retirement, I absolutely love the financial stability achieved through the consolidation and investment of my pensions.

What could they have done better?

Madeleine sets the standard for Quality and Professionalism and is hard to fault. Madeleine is bright very well organised and has a Plain English approach to advising on financial planning.

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

Needed help with my pensions

How has Madeleine Sunley helped you?

She arranged my pensions into 1 easy to manage account

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing

Please provide a brief comment about your experience with Madeleine

Friendly, informative and professional

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

I was nearing 55 and was looking for a review of my current SIPP and confirmation that I could afford take semi-retirement in the near future.

How has Madeleine Sunley helped you?

A full review of both my SIPP and my wife's, confirmation of state pension entitlements, full review of of old company pensions and advice on what to do with them, advice on inheritance tax / planning, review and advice of our current wills. Madeleine produced financial projections based on a full analysis of our spending and projected spending along with investment performance across our SIPP's in a easy to understand format which has allowed us to make informed decisions.

Have you seen the outcome you were hoping for?

Our expectations have been exceeded and ongoing help and advice is very much appreciated even during COVID 19 restrictions.

What could they have done better?

From our experience nothing, the service has been first class.

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

We repatriated earlier this year after many years abroad and required professional advice to sort out our finances from both an investment and inheritance point of view.

How has Madeleine Sunley helped you?

She provided a logical step by step approach after analysing carefully our situation which has taken several months to complete. To date our goals have been met so she has provided us with a complete peace of mind in handling our investments in a very professional manner.

Have you seen the outcome you were hoping for?

It's early days yet so I am unable to comment on this question at this stage

What could they have done better?

It is still really early days for us so best to make a comment in our next review

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

Inheritance

How has Madeleine Sunley helped you?

Analysis of comprehensive Fact Find, proposal and presentation of potential products and costs

Have you seen the outcome you were hoping for?

No, we elected not to take the advice due to the high set-up and ongoing costs cf prospective return

What could they have done better?

Nothing. Her openness, analytical skill and willingness to do up-front analysis for us was exemplary. It was a pleasure to work with her.

Please provide a brief comment about your experience with Madeleine

My first meeting with Madeleine was perfect. I know very little about pensions and Madeleine didn't confuse me with any technical jargon, but explained everything I wanted to know concisely and clearly. I have come away from the meeting with all my questions answered and I am sure that in the very near future I will be getting Madeleine to have an in-depth look into my three pensions to see what she would recommend based on my requirements.

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

I have a had a long term goal of retiring early, well before I'm 60 but was not clear about my options. I wanted objective, impartial advice to take the mystery out of retirement planning.

How has Madeleine Sunley helped you?

I met Madeleine on two occasions to discuss my retirement aspirations. She has modeled several options for my retirement finance and has always been very helpful and knowledgeable.

Have you seen the outcome you were hoping for?

Madeleine is currently sorting out pension transfers and will then implement my preferred retirement finance model.

What could they have done better?

It's hard to find criticism ... Madeleine does a great job :-)

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

I wanted to create a long-term financial plan and review this on a regual basis to ensure that I could achieve my goals.

How has Madeleine Sunley helped you?

Madeleine always takes a holistic approach to planning and takes time to understand me and my goals. Thus has led to me feeling much more informed, and confident about successful financial planning.

Have you seen the outcome you were hoping for?

Yes. Despite current global fincial turmoil I am very clear about my options and choices. This clarity allows me to avoid acting from a place of fear.

What could they have done better?

On a few occasions, it's taken a little longer than I'd have liked to get replies to queries. That said the most important items are always dealt with in a very timely fashion.

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

We had a complex portfolio of pensions which needed reviewing and simplifying. We also needed to maximise our investments - to be tax efficient and to be on track for retirement planning and did not have the time or expertise personally to action.

How has Madeleine Sunley helped you?

She reviewed and simplified our pension estate and asked searching questions to help enable retirement planning. She made good recommendations for additional investments in line with our risk profile.

Have you seen the outcome you were hoping for?

Yes we are on track but not retired yet !

What could they have done better?

It might be useful to consider a twice yearly review as we near retirement goal.

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

I was hoping to retire a little early but it just didn't seem possible on the amount I would receive from my work pensions. I figured it didn't hurt to talk it over with an expert anyway, so I went to Blueberry Financial.

How has Madeleine Sunley helped you?

Madeleine was brilliant. She came up with a solution I never would have thought of and arranged everything for me. She has continued to review how things are going with me and to offer ongoing advice.

Have you seen the outcome you were hoping for?

Absolutely! Thanks to Madeleine, I'm happily retired and enjoying every minute of it!

What could they have done better?

I really can't think of anything, Madeleine's service has been impeccable.

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

We were looking to replace our previous adviser around 12 years ago as we wanted to get more proactive and comprehensive advice.

How has Madeleine Sunley helped you?

Madeleine fulfilled the brief perfectly. She helped us review our financial planning across the board and asked relevant long-term questions which helped make the process so much more relevant. She kept us on track year after year and has made amendments as plans have altered. She has always been available to answer any questions and action what has been needed.

Have you seen the outcome you were hoping for?

Everything certainly looks on track so far ! We are very happy with the service and have recommended Madeleine many times without hesitation.

What could they have done better?

I honestly can't think of anything !

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

I wished to consolidate all of my pensions and savings under one umbrella

How has Madeleine Sunley helped you?

Madeleine managed to transfer all of the holdings into one pot and went on to ensure that the funds were invested in line with my risk profile

Have you seen the outcome you were hoping for?

Yes,

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

I needed help gathering together various pensions I had accumulated over my working life to put together a retirement plan.

How has Madeleine Sunley helped you?

Madeleine is very easy to talk to, she has a lot of experience as a financial adviser and is very competent. She made the whole process painless!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Madeleine Sunley was recommend to my partner and I some years ago when we were looking for help with Pensions and Shares.

How has Madeleine Sunley helped you?

My partner and I have used Madeleine Sunley for a number of years and when he suddenly passed away Madeleine was there to help me through all of the financial issues that his death incurred. Took all the stress away from me at a really difficult time.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Madeleine is happy to explain things more than once if I dont understand something and is always at the end of the phone if needed. I cant think of anymore that she could do.

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

Remortgaging and pension advice requirements

How has Madeleine Sunley helped you?

Guidance on both of the above. Detailed subject matter expertise.

Have you seen the outcome you were hoping for?

Yes.

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

We were looking for advice on future investments and providing security for our children.

How has Madeleine Sunley helped you?

Madeleine completely transformed our pensions, savings, insurance and investments.

Have you seen the outcome you were hoping for?

We feel a much higher degree of confidence and security about our financial future with Madeleine on board.

What could they have done better?

Nothing we can think of.

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

I wanted someone local, independent and pro-active. Someone who took time and effect to get to know me and what I wanted out off life. Also, to bring all my various investments into a lot less pots enabling us both to keep track easier. Madeleine did all the re-arranging/re-locating leaving me to get on with my life!

How has Madeleine Sunley helped you?

Madeleine is very straightforward, honest and a really great person to meet up with occasionally to make sure all my finances are in order and going in the right direction. She's also not afraid to chase when she has asked me for something which I haven't yet provided. Very well organised in arranging meetings and she does all that she promises.

Have you seen the outcome you were hoping for?

Absolutely. Can't fault her.

What could they have done better?

Honestly can't think of anything.

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

Our financial affairs were all over the place and we needed help in centralising our investments and pensions to make life understandable and simple

How has Madeleine Sunley helped you?

Madeleine took control from the start but always asked us and advised us on achieving the above. This she did with great efficiency and understanding.

Have you seen the outcome you were hoping for?

Absolutely. Life is a great deal less complicated and every question or request we have made of Madeleine has been handled thoughtfully and efficiently.

What could they have done better?

Quite honestly, taking into consideration our requirements at the time, there is nothing Madeleine could have done better

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

I was concerned about my current and long term financial situation.

How has Madeleine Sunley helped you?

From the moment I met Madeleine I felt she really knew what she was talking about and could explain everything clearly and simply. Madeleine totally understood what I was trying to do and has always had a great sense of humour. I felt I was in safe hands.

Have you seen the outcome you were hoping for?

Absolutely. I know exactly where I stand and have taken Madeleine's advice with putting more in place. I feel confident and happy about my future financial situation.

What could they have done better?

Madeleine has always been very professional and helpful with her ideas and suggestions.

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

Looking ahead and planning eventual retirement

How has Madeleine Sunley helped you?

Madeleine reviewed all our finances and reported back a few different scenarios to us

Have you seen the outcome you were hoping for?

Yes, we have a much clearer picture of our financial future

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

We had bought our second house and had our second child, and felt it was time to get help with some investments we'd made but never seen any return on. We also felt it was time to start planning for our retirement.

How has Madeleine Sunley helped you?

Madeleine gave us visibility and analysis on our current investments and spending, and then organise and plan for our retirement. She also continues to provide advice on financial decisions we need to make.

Have you seen the outcome you were hoping for?

Yes, although, as Madeleine says, there are no guarantees on investments due to market conditions. But she is a very reassuring and trustworthy financial adviser who does a great job in advising us on crucial decisions.

What could they have done better?

We don't have any specific feedback for her - she does a very good job.

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

Planning ahead for retirement

How has Madeleine Sunley helped you?

She enabled me to retire 3years early

Have you seen the outcome you were hoping for?

YES!!

What could they have done better?

No

Please provide a brief comment about your experience with Madeleine

Too busy until next year so this cannot work for me

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

Family and future planning

How has Madeleine Sunley helped you?

Asking the right questions, listening and converting this into an actionable plan.

Have you seen the outcome you were hoping for?

We think so!

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

Getting more wrinkles

How has Madeleine Sunley helped you?

Yes great guidance and help- thankyou

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good so far

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

Planning for retirement, long term financial modelling, evaluation of DB schemes.

How has Madeleine Sunley helped you?

Madeleine was able to model the scenarios I wanted, she was able to model multiple options- I liked the outcome! Madeleine was also able to review a couple of DB schemes vs buyout.

Have you seen the outcome you were hoping for?

Yes, the modelling gave me the reassurance I wanted.

What could they have done better?

I was satisfied with the outcome, thank you very much, Madeleine.

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

For advice with current and future investments

How has Madeleine Sunley helped you?

Madeleine analysed all of our finances. Transferred existing pensions, set up ISA’s, life insurance. Advised on future steps.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing that I can think of.

Please provide a brief comment about your experience with Madeleine

I answered two advisers when making my initial enquiry. The other adviser answered first so I went with them. Ms Sunley did reply and I informed her of the above. So I am unable to answer any of the questions with any certainly