Jeremy Bostock

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

Due to being at an age where I needed to start thinking about retirement and even if the worst could happen, I decided I needed expert advice to get my ducks in a row

How has Jeremy Bostock helped you?

In every way possible, including putting my mind at rest. I couldn't have done it without him or his team.

Have you seen the outcome you were hoping for?

Absolutley I have

What could they have done better?

Biscuits with coffee ha ha, although I'm sure I was offered and declined Nothing and nothing was too much trouble, the service was perfect for my needs

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

I was looking to convert my pension into an investment plan.

How has Jeremy Bostock helped you?

I was apprehensive but Jeremy soothed me through it all. I'm so glad he did.

Have you seen the outcome you were hoping for?

Exceeded expectations and all done in the most friendly manner.

What could they have done better?

Nothing, they even make good coffee. Besides investments they've taken care of our Wills, Powers of Attorney and provided advice on our simple savings.

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

Retirement

How has Jeremy Bostock helped you?

Clear and easy to understand advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

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

For independent professional financial planning and advice.

How has Jeremy Bostock helped you?

With overall financial planning and advice and to help secure overseas pension payments into a UK pension portfolio.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not selecting an earlier platform that stopped allowing overseas psyments.

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

Back in 2015/16 in our mid 40's my partner and I had a conversation about retirement. We had always thought that it was a long time off and that the future would take care of itself in some way. After working out how much we thought we would need each year to have a good lifestyle and then multiplying it by how many years that would be over we realised that we going to be very short.

How has Jeremy Bostock helped you?

Jeremy initially advised about the best options available and also helped transfer a small private pension to get this started. Over the following years we have met annually and the pension has been adjusted each time to get the best plan available. He also advised us to look into estate planning and power of attorney which we have now done, for anyone who has yet to look into this it's well worth spending 10 minutes to see how important it is.. On our most recent visit Jeremy carried out a "Cashflow modelling plan". This is something that I've tried to do myself over the years with figures on bits of paper with very limited results. All of our planned incomes were entered into the model, these included our current pension pots, planned future earnings including the option of reduced hours when we both reach a certain age and also our current/future outgoings. People often speak about how much you will need to enjoy a comfortable retirement, this modelling plan gave a realistic breakdown of how much we should hopefully have available and it was also adjusted for inflation.

Have you seen the outcome you were hoping for?

We're currently on track to where we want to be. Jeremy's advice has proved invaluable over the years and I would recommend everyone to see a financial adviser whatever their circumstances.

What could they have done better?

I can't think of anything that could have been done better.