Ken Hall

This review is a follow-up review from a client who left a review previously.

How has Ken Hall helped you since your last review?

My daughter died last October and Ken has been very helpful guiding myself and my daughters Executors through all things connected in her will, probate and her financial affairs. He will be guiding me through my own financial affairs as well later this year.

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

Advice was required, after taking early retirement, for investing a lump sum payment.

How has Ken Hall helped you?

By supplying sound advice in an easy and understandable way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Extremely satisfied with the service we always receive.

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

When my life changed drastically back in the early1990s.

How has Ken Hall helped you?

I know I could contact Ken. I trust his professionalism and knowledge.

Have you seen the outcome you were hoping for?

Ongoing advice and support

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

Retirement

How has Ken Hall helped you?

Helped arrange the right products to suit my objectives

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Not prepared to answer this question. I am not aware of anything he could have done better

This review is a follow-up review from a client who left a review previously.

How has Ken Hall helped you since your last review?

Reassurance that I am on tract in financing my retirement. Knowing he is there relieving me of the workload and worry of financial planning and tax.