Adam Thompson

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

Recommendation by employer

How has Adam Thompson helped you?

Explains options, listens, built up trust over years - it can be daunting to make important financial decisions, responds to any queries promptly

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Pleased with Adam's advice glad to have his help

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

We wanted a financial advisor that was local that we could speak to face-to-face on a regular basis.

How has Adam Thompson helped you?

Adam has conducted a full review of our finances and proposed a plan to support future investment and retirement planning

Have you seen the outcome you were hoping for?

Absolutely - the advice was clear, following which we decided to follow the recommendations. Adam has always been extremely professional in all the dealings we have had with him.

What could they have done better?

Nothing - very happy with the service we are receiving.

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

I had several company pensions from previous employment and wanted to simplify things. I had not been happy on the performance of one of the pensions.

How has Adam Thompson helped you?

He has assisted in transferring all of my pensions from previous employment into Castlegates management at the best time to move them for optimum benefits. Adam is always quick to respond to any questions or queries and is a pleasure to deal with.

Have you seen the outcome you were hoping for?

Yes the largest of my pensions which for several years had made very little has increased considerably.

What could they have done better?

Nothing so far everything has been spot on ,and done in a friendly and professional manner.

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

Retirement planning.

How has Adam Thompson helped you?

Regular meetings. Easily contactable by phone or email. Advice and guidance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Adam

Adam and the Castlegate team provide great service; friendly, helpful and proactive. Everything is clear and well-explained, and Adam has a great understanding of what I'm looking for from an Adviser, even before I've asked for it. Would recommend (and often do!).