Madeleine Sunley

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?

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

I needed help with my pension as getting closer to retirement and also wanted advice on my inheritance and Madeleine was recommended.

How has Madeleine Sunley helped you?

She explained clearly, in a way I could understand how my money/pension could work for me

Have you seen the outcome you were hoping for?

It is too early to say yet

What could they have done better?

Nothing. All my questions were answered. I now understand how my my pension will work for me.

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

As I near retirement, I need to understand when this is possible given my current financial position.

How has Madeleine Sunley helped you?

This was just an initial fact finding session, however I found Madeleine extremely helpful. She asked questions which made me think differently about the options potentially available to me

Have you seen the outcome you were hoping for?

Not yet as this was just the initial ‘Discover’ neeting

What could they have done better?

I can away feeling that I had been listened to and that I would be on good hands.

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

Many years ago I met Madeleine and was immediately struck by her professional but friendly manner when she talked about long term financial planning. An area that I knew very little about but wanted to feel secure about finances for the future.

How has Madeleine Sunley helped you?

Over the years Madeleine has kept me on track with what I needed to do to ensure that I can ensure retirement and enjoy life.

Have you seen the outcome you were hoping for?

Absolutely, I know now what I can do without having to worry about finances all the time. Madeleine has taken away that concern and I am confident in the knowledge that she has given me the right advice and help, always with a sense of humour.

What could they have done better?

She's great and I would thoroughly recommend her.