Philip Forrester

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

I had some capital to invest and had known Philip for some years as a trusted adviser so asked him for advice.

How has Philip Forrester helped you?

Philip carried out a thorough review of my financial circumstances and requirements and suggested a number of suitable investments and arranged them.

Have you seen the outcome you were hoping for?

Generally a very satisfactory outcome over a 5-10 year period when taking into account my investment approach and the vagaries of the market and economic conditions.

What could they have done better?

Difficult to suggest given my investment requirements.

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

WHEN I RETIRED I NEEDED ADVICE ON THE BEST WAY TO MAXIMISE MY RETIREMENT INCOME AND PHILIP FORRESTER ,AS A CHARTERED FINANCIAL ADVISOR ,WAS ABLE TO REPLACE MY ORIGINAL ADVISOR WHO WAS RETIRING BECAUSE OF THE CHANGE IN THE CONDITIONS UNDER WHICH ADVISORS COULD ADVISE CLIENTS.

How has Philip Forrester helped you?

HE SIGNIFICANTLY REDUCED MY TAX BURDEN AND WAS VERY USEFUL AS A CONDUIT THROUGH WHICH I WAS ABLE TO COMMUNICATE WITH MY PENSION PROVIDER (AVIVA) ON A COMPLEX TECHNICAL ISSUE ABOUT THE RATE OF BONUSES I CONSIDERED I SHOULD RECEIVE FROM AVIVA. HE NEGOTIATED ON MY BEHALF AND I REACHED AN ACCEPTABLE EXPLANATION FROM THE COMPANY, WHICH I COULD NOT HAVE DECIPHERED WITHOUT HIS SPECIALIST KNOWLEDGE.

Have you seen the outcome you were hoping for?

YES. HE INTRODUCED ME TO THE EIS GOVERNMENT SCHEME WHICH HAS BEEN VERY USEFUL IN REDUCING MY SIGNIFICANT TAX BILL AND CONTINUES TO DO SO.

What could they have done better?

PHILIP FORRESTER IS A PERSONABLE, POLITE AND VERY KNOWLEDGEABLE CFA AND HAS BEEN INVOLVED IN FINANCIAL AND CITY AFFAIRS SINCE LEAVING UNIVERSITY. I TRUST HIS JUDGEMENT AND HONESTY ( HE CAN BE VERY FRANK) COMPLETELY. I WILL WILLING RECOMMEND HIM TO ANY ONE WHO IS LOOKING FOR REAL DEAPTH IN MANAGING THEIR FINANCIAL AFFAIRS EFFICIENTLY.

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

As retirement 'came into view' for me, I needed to take advice about pensions and long-term financial planning.

How has Philip Forrester helped you?

I found Philip to be extremely professional, conscientious and knowledgeable. His expert advice on pension planning and income drawdown has been invaluable to me, unravelling the complexities of the current, changing regulatory environment and presenting clear and sensible options.

Have you seen the outcome you were hoping for?

Yes, noting that the 'outcome' is continuous and ongoing. Philip's help and advice is something that I hope to call upon over the next few years.

What could they have done better?

I could not fault Philip's approach, or indeed any of his advice. I would have no hesitation in recommending him to others.

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

Financial planning prior to retirement.

How has Philip Forrester helped you?

Philip helped me review my finances and we worked through the best options on looking after savings and managing retirement income.

Have you seen the outcome you were hoping for?

I am going through the process of managing my retirement income, and am confident of the decisions I am making.

What could they have done better?

I am happy with the way Philip works and the advice that he has given, so I don't have any comments to make here.

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

We were looking to transfer our investments.

How has Philip Forrester helped you?

He established a new portfolio in line with our needs. He has subsequently made positive suggestions to improve our portfolio and pension position.

Have you seen the outcome you were hoping for?

Yes.