Reece Brown

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

I was looking into property investment and was introduced to Reece via a property webinar and enjoyed hearing his expertise and way of explaining. I took down his details at the end of the webinar and reached out.

How has Reece Brown helped you?

Explained financial concepts in a very clear and concise way, given great advice on financial planning, helped me take advantage of pension scheme benefits with my investments and given me confidence that I am investing my money effectively.

Have you seen the outcome you were hoping for?

Yes - confident that what we've set up together will guide me to a prosperous pension fund and have confidence that my funds are being managed in an optimal and efficient way.

What could they have done better?

Not much - maybe more frequent check-ins but honestly that's on me to request and I'm not really in need of more frequent check-ins - good to know its working in the background now without me needing to do much!

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

Look for financial advice

How has Reece Brown helped you?

Help understand the market and different products available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N.a.

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

To start planning for retirement.

How has Reece Brown helped you?

Planning for my retirement. Showed how one of my pensions was not performing as well as it could in a different plan. Helped swap this plan to a better one.

Have you seen the outcome you were hoping for?

Early days as yet and pensions have been volatile so hard to say for certain but I am sure that the advice given was better for me.

What could they have done better?

Nothing.

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

Wanted a new advisor to see what else might be possible after a number of years with the same large company.

How has Reece Brown helped you?

Helped me to understand long term cash flow and long term approach to thinking about pension investment.

Have you seen the outcome you were hoping for?

Yes, much more tailored and personal service.

What could they have done better?

Nothing, always very responsive and balanced with advice.

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

I funds that I had invested were under performing when compared with other funds.

How has Reece Brown helped you?

Reece has been very good at explaining my current investment flaws and has been very good at listening to my needs.

Have you seen the outcome you were hoping for?

Too early to say.