Karen Gregory

Please provide a brief comment about your experience with Karen

Very quick to respond

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

I felt I needed someone I could trust and was recommended to Karen.

How has Karen Gregory helped you?

She was very informative and quick with her info.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

She did just what I wanted

Please provide a brief comment about your experience with Karen

Swift contact and very helpful advice.

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

Finding myself out of work with 3 years until state retirement age I wanted to ensure that my savings and pensions were working to help my situation.

How has Karen Gregory helped you?

Karen looked at our savings and pensions, listened to our views and made some recommendations. She arranged to increase our investment portfolio.

Have you seen the outcome you were hoping for?

Too soon to say but early indications are good.

What could they have done better?

No. Karen is very friendly and approachable. She always has time to listen and explain things.

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

needed to sort out my pension.

How has Karen Gregory helped you?

moved to a another provider with lower fees.

Have you seen the outcome you were hoping for?

good clear advice in layman's terms.

What could they have done better?

nothing really.