Tudor Stainsby

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

I have not been particularly engaged in my pension & savings, although I have saved for decades. The Penny Group streamlined my policies, demonstrated how to better manage my affairs and have given me consistently good advice and support fro many years. I conti

How has Tudor Stainsby helped you?

Annual reviews which are invaluable to help me understand how my policies are doing, how my savings are going to affect my post-retirement income and giving me the confidence to make decisions in the short and long term

Have you seen the outcome you were hoping for?

Yes, I feel safe and supported.

What could they have done better?

Nothing. Tudor is proactive, very responsive and a pleasure to deal with.

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

Managing my pensions

How has Tudor Stainsby helped you?

By offering excellent advice on my retirement needs and investments, tailored to my own risk stance and circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I am very happy.

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

previous advisers retirement,client base taken over by Tudor.

How has Tudor Stainsby helped you?

He has carried on with the same professional and experties as Martin Green my former adviser.

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?

I wanted someone to manage my money properly.

How has Tudor Stainsby helped you?

He helped me to transfer my pension pot and invest it more effectively, which he has certainly achieved.

Have you seen the outcome you were hoping for?

Yes absolutely,.

What could they have done better?

N/A

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

Retirement

How has Tudor Stainsby helped you?

Tudor is supportive, provides good and timely information. He tries to understand my personal challenges and has helped me to feel more confident with my finances. Tudor engenders trust and looks for ways to help me in any way he can with financial matters.

Have you seen the outcome you were hoping for?

Yes, I’m happy with the current financial security.

What could they have done better?

This is difficult to answer as I find Tudor extremely good as my adviser, so have no issues and can not think of anything I feel he could change to improve at present.