Adam Thompson

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

Received a substantial inheritance

How has Adam Thompson helped you?

With advice and selecting the right products

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Adam has gone above and beyond at times as I tried to navigate the difficult circumstances of bereavement and the new experience of having to deal with investment.

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

When I first took out a pension many many years ago

How has Adam Thompson helped you?

Adam always goes through the figures & advises us if we are thinking of making any changes to our investments

Have you seen the outcome you were hoping for?

Yesp

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

My previous adviser retired, and my solicitor at the time recommended Castlegate

How has Adam Thompson helped you?

With practical advice and has recommended using Quilter for the bulk of my portfolio.

Have you seen the outcome you were hoping for?

There have been a few glitches, mostly of events beyond our reach, but on the whole results are satisfactory.

What could they have done better?

Can’t think of anything.

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

Pension advice

How has Adam Thompson helped you?

He has successfully steered me through the process over the last few years and will hopefully continue to do so

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?

Need for advice on investing for steady growth and solid returns

How has Adam Thompson helped you?

By realising what I am looking for and giving sound advice that as a layman I could understand

Have you seen the outcome you were hoping for?

Yes he has

What could they have done better?

Not a lot that I can think of