Sarah Blyth

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

We needed advice on how to manage our finances in general and in particular our pensions

How has Sarah Blyth helped you?

Sarah explained everything clearly and was patient with my lack of understanding of finance. She made good suggestions, most of which we will be following.

Have you seen the outcome you were hoping for?

We wanted a review and we definitely got that plus advice about other areas we hadn't thought about

What could they have done better?

Can't think of anything

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

I was initially looking for an advisor for financial planning, pension advice & investments.

How has Sarah Blyth helped you?

Sarah has been incredible helpful, she really took the time to understand my goals and priorities before building a recommendation. She was very knowledgable, putting everything into simple terms - without overcomplicating or using jargon!

Have you seen the outcome you were hoping for?

Overall have a plan I am happy with, and most importantly have more confidence when it comes to my financial planning and outlook.

What could they have done better?

NA

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

I needed pensions advice and Sarah visited and put together a plan for me to follow. She is also available for ongoing support and advice, so I can keep on top of my affairs when I need to.

How has Sarah Blyth helped you?

Sarah visited and put together a plan for me to follow. She is also available for ongoing support and advice, so I can keep on top of my affairs when I need to.

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 Sarah

Anything financial - especially pensions - and I make like an ostrich and I bury my head in the sand. It's like I am reading a foreign language and it all becomes overwhelming. I was introduced to Sarah through a friend and it felt like a breath of fresh air breezed through the room, all the words on the paper which were spinning around like a wizards spell settled and made sense. Sarah was extremely professional, personable and definitely 'user friendly'. I didn't leave feeling like I was of limited intelligence as I have been left in the past but I actually felt like I had learned something. Sarah broke everything down and explained in a way which left me feeling empowered. For those who like myself avoid such matters like the plague and for those who have a knowledge and understanding, I couldn't recommend anyone better to support you through your financial journey. A real pleasure.

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

coming up to a ripe old age of 60 I was not sure what to do with my private pensions SERPS and previous job pensions, Sarah was very helpful and tried her best to explain in simple terms as I had no idea what to do.

How has Sarah Blyth helped you?

Sarah has transferred all my pensions in to one pot which is now easy for me to manage.

Have you seen the outcome you were hoping for?

yes, and the pot is looking good.

What could they have done better?

Think my goal was achieved so nothing more was needed.