Stacey Sail

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

My wife was unwell and we wanted to see if we could release some cash from the pensions

How has Stacey Sail helped you?

She contacted pension providers and advised which ones would provide a lump sum and ones that would not She then advised me to put my pension lump sum into a bond

Have you seen the outcome you were hoping for?

Only recently established the bond so wait and see

What could they have done better?

With hindsight it's easy to criticise but I think she did what we asked for but I would have liked to have the pension money before Claire passed but our thoughts were elsewhere

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

i was looking to move a pension into another drawdown account i hold

How has Stacey Sail helped you?

she tried to facilitate the mpove

Have you seen the outcome you were hoping for?

no, but it was not Stacey's fault

What could they have done better?

she did all that was possible

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

I was searching for a broker to help facilitate mortgage application and house purchase

How has Stacey Sail helped you?

Stacey went above and beyond expectations and supported me throughout the whole process. No question was too silly and I felt safe and assured from beginning to end

Have you seen the outcome you were hoping for?

Yes! A very smooth and efficient house purchase with the perfect mortgage choice for me

What could they have done better?

I honestly don’t think there is anything to improve on and I will be staying in touch for any future needs

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

Looking to retire

How has Stacey Sail helped you?

Yes. Stacey has been very informative and really patient with is

Have you seen the outcome you were hoping for?

We think the outcome is better than we had hoped for

What could they have done better?

Nothing at all

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

I had to get my dads private pension to pay for my dads care fees.

How has Stacey Sail helped you?

Stacey was absolutely fantastic, she worked extremely hard against a private pension company that were absolutely awful. She took so much pressure of me and kept me up to date with absolutely everything.

Have you seen the outcome you were hoping for?

Yes 100% I wish I had found Stacey sooner.

What could they have done better?

Nothing she was brilliant.