Sarah Blyth

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

Approaching retirement age (66), I needed some professional financial advice regarding a longstanding personal pension and a smaller workplace pension. My wife and I also needed some guidance regarding our bank current account and some cash ISAs.

How has Sarah Blyth helped you?

Sarah suggested transferring my older personal pension and my workplace pension into a newer, more flexible product. She also explained the different pension options. This has now been done. She also gave my wife and I some advice regarding cash ISAs; advice regarding my wife's existing pensions; advice regarding an online Will Writing service.

Have you seen the outcome you were hoping for?

It is still early days but the fact that our future finances have now been given some considered management and direction, has left us feeling a lot happier. Through relaxed conversations and questioning, Sarah builds up a picture of your circumstances and puts forward suggestions that are tailored specifically to your own needs and aspirations.

What could they have done better?

I would say nothing really. Sarah is extremely approachable and explains everything in a clear and easily understood way. She is very reassuring and has said to contact her at any time should we have any financial concerns or questions. We are very glad to have found her and would not hesitate to recommend her to anyone else.

Please provide a brief comment about your experience with Sarah

Sarah was on holiday when I initially contacted her but she sent an email to say that she would ring me on her return to work. She did this on her first day back and we set up a face to face meeting the following week.

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

Having several pensions with different pension companies, I wanted to see if consolidating my pension funds would be a good idea. I also wanted to understand once I was 55 how best to save for the future whilst using my income and pension to make some improvements today.

How has Sarah Blyth helped you?

Sarah has changed my life, whereas before I didn't feel in control of my pension or have a plan for the future, I now have this. Sarah has advised with an holistic, forward thinking approach which has given me a plan for now but one that I know can be adapted depending on my life circumstances.

Have you seen the outcome you were hoping for?

I have already seen some benefits from; insurance, pension contributions, consolidation, realistic planning and by no means least to my level of worry.

What could they have done better?

Nothing

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

Our original financial advisor had retired and the business transferred into a series of major conglomerates. I was being restricted to their options.

How has Sarah Blyth helped you?

I wanted an independent assessment of my situation and that is exactly what Sarah provided.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't think there is anything

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