Steve Read

Please provide a brief comment about your experience with Steve

Easy to understand the information given. Steve is good in a two way conversation (that is important).

Please provide a brief comment about your experience with Steve

I did have to send a reminder e-mail in order to get a call.

Please provide a brief comment about your experience with Steve

Listened to my retirement requirements and outlined the various options clearly and informatively. Explained what he would do If I decided to proceed with him and how he was qualified to find me the best option. Left me with documentation to complete before follow up meeting. Overall a very helpful and professional meeting.

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

To help and advise regarding my pension.

How has Steve Read helped you?

Steve visited us a few times and was very thorough in his explanation.

Have you seen the outcome you were hoping for?

We are very happy with the outcome of his advice.

What could they have done better?

nothing more that I can think of.

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

Retirement - to make the best of our savings.

How has Steve Read helped you?

He understood what we were looking for and explained in the details in simple terms. Investments they advised for us have given reasonable returns.

Have you seen the outcome you were hoping for?

Yes having both now retired our funds are giving us the returns we hoped for.

What could they have done better?

We are satisfied with the way the adviser has dealt with us.