Arron Clements

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

I wanted to invest money at medium risk. Trying to build funds for helping towards care costs for my wife and myself.

How has Arron Clements helped you?

Tes

Have you seen the outcome you were hoping for?

Yes. . Slow but sure

What could they have done better?

Na

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

I needed to put an inheritance to good use for the future

How has Arron Clements helped you?

By helping me make my investments give me some extra income.

Have you seen the outcome you were hoping for?

Yes.

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

Pension and investment advice

How has Arron Clements helped you?

Solid practical advice

Have you seen the outcome you were hoping for?

Yes

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

A ten year investment bond maturing. What is best to do now. Also pension advice.

How has Arron Clements helped you?

Arron looked into my current financial situation and advised me how to get the best tax efficient way to have a small income from my savings and also advise on my private pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very happy with what Arron has done . I don't see how he could have done better.

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

I have for many years believed in the need to be smart with my savings, to diversify and spread the risk involved and to make solid and well founded investments. I have moved from advisor to advisor as they either retired or were associated with the job I did look for Arron, he was assigned my portfolio when my previous advisor's company was taken over.

How has Arron Clements helped you?

Arron initially took over our portfolio from our previous advisor and advised on the best deals we could get on our pensions. I felt this was essentially highly customer focussed as he did not seek to overtly promote one product over another, rather he clearly set out the options available. Since then he has navigated us through some turbulent times and explained the various legislative changes that have occurred.

Have you seen the outcome you were hoping for?

I think that having someone who is understanding the context and managing our money for us on a day to day basis provides reassurance and reduces the possible stress of having to think about the impact of world events on our investments.

What could they have done better?

Given the highly volatile political environment, Brexit, Covid, Ukraine and Trump I would say it is impossible. I like the way in which the approach to risk has been packaged and managed in a structured way.