Josh Fay

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

After my husband passed away I wish amalgamate our savings.

How has Josh Fay helped you?

He advised me to amalgamate all my Isas under one umbrella In different categories of stocks and shares

Have you seen the outcome you were hoping for?

As far as I am concerned I have been very pleased with the outcome.

What could they have done better?

I don't believe he could have done better considering the risks I wanted to take.

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

My wife and I have had a financial adviser for over 35 years for investment guidance and our pre-retirement planning. A previous and long-serving adviser retired and recommended Josh Fay

How has Josh Fay helped you?

In advising and guiding a sizeable portfolio of investments and trusts, generating income and inheritance tax planning. It is clear that his professional knowledge is wide and always up to date.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Rating someone's performance as 5 star excellent lives little scope for suggestions of improvement. Josh knows our financial and life circumstances and needs well and has proved responsive in meeting those needs and protecting our best interests. I pride myself that I am competent and reasonably up to date in matters financial but confidently leave the tasks to Josh.

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

Attended a retirement seminar where Josh was giving a presentation.

How has Josh Fay helped you?

He helped us to consolidate our savings and invest so we could have an income once retired

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No suggestions at this time.

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

Planning for retirement and need to have investments consolidated to achieve an income.

How has Josh Fay helped you?

Josh has managed our finances in a positive way and we are confident in his advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at this stage.

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

Redundancy

How has Josh Fay helped you?

Investment Options and info on Pension and tax elements.

Have you seen the outcome you were hoping for?

Trending in the right direction, appreciate that the markets have been interesting.

What could they have done better?

We are data rational people so more reporting summaries which he has since provided.