Kevin Iles

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

Needing to invest our savings.

How has Kevin Iles helped you?

By proposing the correct sort of plan for us after we described our desire for ethical investments.

Have you seen the outcome you were hoping for?

Yes, given the volatility of the markets.

What could they have done better?

We can think of nothing. We are very content after nine years of his advice.

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

I was looking for a suitable place for a lump sum investment.

How has Kevin Iles helped you?

Kevin explained the possibilities and various options emphasising the potential return and degree of risk.

Have you seen the outcome you were hoping for?

My capital has grown and given me an income greatly in excess of what I would have been able to achieve.

What could they have done better?

I can't think of anything that could have been improved. It is always a pleasure to see him and be assured that he is looking after my capital in the best possible way for my needs.

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

Initially contacted through my bank as I had a sum of money which could be better invested.

How has Kevin Iles helped you?

Discussed what I was looking for in terms of investments then provided recommendations which fitted my profile. They have been reviewed at least once a year and amended where circumstances have changed.

Have you seen the outcome you were hoping for?

Yes, Investments go up and down but the recommendations he provided over the years have seen a return that is better than expected.

What could they have done better?

It is very difficult to think of anything particular, the advice and recommendations have been honest and fair, subsequently the outcome has been positive.

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

Needing advice in managing investments.

How has Kevin Iles helped you?

Kevin has helped in ongoing management of investments and moving investments. He has also provided in depth advice and support in managing the complex demands of US tax reporting.

Have you seen the outcome you were hoping for?

Yes. Everything has always been clear and recommendations have reflected my needs particularly with regards US tax.

What could they have done better?

Possibly it would help to be sent notes of meeting outcomes and requests by email - I always benefit from reminders!

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

our previous adviser left his job.

How has Kevin Iles helped you?

Kevin has listened very carefully to what we feel our investment needs are and understands our attitude to risk. He is able to make a very complex subject of investment more easy to understand. Kevin has helped us to become more organised with our finances.

Have you seen the outcome you were hoping for?

So far we are very happy.The products and Kevin services are well suited to our needs. Since having Kevin as our adviser we have looked more carefully at our finances and the most appropriate ways for us to invest. Kevin is a good listener and has always understood what we have said we do or do not want to invest in.

What could they have done better?

We do not have any constructive criticism to offer. Kevin is always very helpful, supportive and doesn't push us in a direction we do not want to go. He is very knowledgeable and enthusiastic in his dealings with us.He makes a very dull subject interesting and never leaves us feeling like we are idiots.. Kevin is always on time, very smartly turned out and completely honest and trustworthy.He is just the right person to deal with our finances. We highly recommend him and hope he will continue supporting us for many years to come. He is worth his weight in gold.