Bradley Fry

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

I already knew Bradley through his previous postion

How has Bradley Fry helped you?

He has given really good advice regarding investments and ensuring that my money is working for me

Have you seen the outcome you were hoping for?

Yes, as my investment is performing well.

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

Planning for the future and retirement.

How has Bradley Fry helped you?

Helped us plan for the future, make the most of investments and pensions, and understand our future income; all using ethical financial products.

Have you seen the outcome you were hoping for?

Absolutely, Bradley was completely able to give us the advice we needed, simplify and organise our portfolio and offer us insight into a secure future.

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

Consolidating my pensions into one pot

How has Bradley Fry helped you?

He reviewed my existing pensions, help me reflect on my risk profile, supported my to transfer my pensions on a new plan.

Have you seen the outcome you were hoping for?

So far yes, but it is very early on. I am very confident with the current set up and sure it will reap benefits.

What could they have done better?

Nothing really. Service was amazing.

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

I wanted to set up a new pension and transfer an old stakeholder pension.

How has Bradley Fry helped you?

He recommended a new pension based on my needs and took care of the transfer process.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't think he could have done anything better in my case.

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

I was concerned about my pension and wanted some advice.

How has Bradley Fry helped you?

Bradley reviewed all of my pensions, and suggested the best course of action for them including transferring one of my pension plans.

Have you seen the outcome you were hoping for?

Very much so and more. I have a better pension plan, understand where I am now with clear forecasting and can monitor my pension performance myself.

What could they have done better?

Met my expectations and more.