Russell Hathaway

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

I was looking for a financial adviser because I wanted professional guidance to better manage my finances, plan for long-term goals like retirement, and make informed investment decisions. I felt it was important to have expert advice to ensure my financial strategies were aligned with my goals and risk tolerance.

How has Russell Hathaway helped you?

Russell has been instrumental in helping me clarify my financial goals and create a comprehensive plan to achieve them. He provided valuable insights into investment strategies, improved my understanding of financial management, and offered personalised advice that aligns with my needs. His professionalism and consistent support have given me confidence in making important financial decisions.

Have you seen the outcome you were hoping for?

Yes, I have seen positive outcomes so far. With Russell's guidance, I’ve made progress toward my financial goals, gained a better understanding of my investments, and feel more confident in my financial future. While some goals are long-term, I’m pleased with the direction we’re heading and the steps we’ve taken to stay on track.

What could they have done better?

No suggestions for improvement—I’m fully satisfied with the service provided.

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

First time buyer

How has Russell Hathaway helped you?

He has assisted us exceptionally well, right from the beginning of our house buying journey.

Have you seen the outcome you were hoping for?

Yes

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

To review all my investments as a whole and transfer my pension.

How has Russell Hathaway helped you?

He has helped by reviewing our current portfolio, assessing attitude to risk, advising on the best mix for our investments and likely returns.

Have you seen the outcome you were hoping for?

Yes - absolutely. Positive uplift.

What could they have done better?

At this stage nothing, everything has gone smoothly transferring investments and pension and annual review with positive outcomes.

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

Re-mortgage of an existing property with view to purchasing another property.

How has Russell Hathaway helped you?

Russell has helped me with mortgage advice for residential and but to let properties. Russell has also given advice relating to pensions and investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Na.

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

Looking to move house

How has Russell Hathaway helped you?

Russell went above & beyond to help us in many ways

Have you seen the outcome you were hoping for?

Yes