Michael Read

Please provide a brief comment about your experience with Michael

Michael got back to me quickly after my contact and communicated well regarding setting up a meeting. We have only had one meeting so far and I have shared information with Michael and he will come back with some comments or recommendations. He was not pushing to sell anything, and seems well informed and genuine.

Please provide a brief comment about your experience with Michael

Michael made things simple for me to understand, which is what I needed, as I had found that reading a lot of information made me very confused.

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

I had a number of frozen pensions and needed advice on what to do to get the most from them.

How has Michael Read helped you?

He suggested moving them all into one account. After discussing my fears and concerns regarding investment, We agreed on a course of action to maximise my returns.

Have you seen the outcome you were hoping for?

Yes, so far very pleased.

What could they have done better?

I feel Michael did everything that he promised, however at times he could have kept me informed as there were some delays before everything got implemented.

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

I was looking for a trusted financial advisor to help with savings and investments, along with long-term financial planning for my family.

How has Michael Read helped you?

Mike helped in every way, first discussing my situation, ascertaining my appetite for risk and then providing a range of options.

Have you seen the outcome you were hoping for?

Yes. Mike was excellent in every respect. I couldn't fault him. I couldn't recommend him highly enough. Mike made the whole process easy and carried out his work efficiently and expertly.

What could they have done better?

To be completely honest, I am totally satisfied with the service.

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

We had some money we were looking to take an income from and needed to find the right solution for us.

How has Michael Read helped you?

Mike found the right way for us to achieve our goals in the best way.

Have you seen the outcome you were hoping for?

We have been receiving an income from the money we invested for over a year now an have actually increased the capital as well so very happy with how it is going.

What could they have done better?

Nothing Mike made it very easy for us to get through the whole process.