Daisy Whateley

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

Pension maturity date reached but still working

How has Daisy Whateley helped you?

Advised how to move pension to obtain better return

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Quite satisfied with service received

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

Early retirement.

How has Daisy Whateley helped you?

Advised and managed transferring my pensions to a single account, adviced on tax, given me a monthly drawdown amount, while the rest of my pension pot is still invested and hopefully growing for the future.

Have you seen the outcome you were hoping for?

Daisy, was very helpful and helped me avoid a potentially costly mistake with pension options. I have achieved early retirement with Daisy's help and trust her to manage my pension for future years.

What could they have done better?

Costs, seem prohibative, however I realise Daisy is very experienced and knowledgable. Only time will tell, whether I made the right decision in putting my trust in her and the company.

Please provide a brief comment about your experience with Daisy

Very good initial advice received.

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

Had a number of pensions that I needed to decide what to do with

How has Daisy Whateley helped you?

Gave me the pros and cons of the ones I had and explained the pros and cons of other options

Have you seen the outcome you were hoping for?

Time will tell

What could they have done better?

Nothing

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

Wanted to plan for a future early retirement

How has Daisy Whateley helped you?

Daisy is Very knowledgable and was able to answer all questions and concerns. She made us feel confident with our future plans.

Have you seen the outcome you were hoping for?

It’s a little early to see how the new fund investments are working.

What could they have done better?

Maybe shown some probable projections (graphs) showing what could happen if we do nothing and what could happen if we take more risk.