Vic Kleboe

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

I had several pensions and no knowledge of what to do with them when I retired.

How has Vic Kleboe helped you?

Vicky advised me about pensions and investments

Have you seen the outcome you were hoping for?

A better outcome than I expected

What could they have done better?

Nothing everything has worked out for me

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

Retirement

How has Vic Kleboe helped you?

I have found Vicky to be very knowledgeable, clear to understand and spot on with her advice.

Have you seen the outcome you were hoping for?

Yes despite such a turbulent few years.

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

I decided to look for an adviser after I being 'in the real world' with no clue about finance and financial wellbeing in general.

How has Vic Kleboe helped you?

Vic has helped me understand the importance of investment and savings and pensions. The latter of which had not yet crossed my mind. Vic also made me aware of the financial shortcomings should the worst happen, and we also explored financial protection for my family and I. Vic understood the challenges I was facing better than I was. We regularly hold reviews, and I message Vic and her team whenever I have a question.

Have you seen the outcome you were hoping for?

Vic has out-done what outcome I could possibly have imagined. I have healthy savings, and regularly pay into my pension - setting my up for later in life. My family are covered should the worst happen to me as I now have protection.

What could they have done better?

Nothing! Vic is, quite simply, my saving grace.

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

I needed to join my pensions together ahead of retirement. Since then, my wife and I have retired, and received some inheritance so we have used her for this too.

How has Vic Kleboe helped you?

Plan our retirement, timing of stopping work and protecting our money for our son and daughter.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

We received some inheritance around the time we were retiring, so we needed advice around protecting this for our family, and ensuring we had enough funds for our retirement plans

How has Vic Kleboe helped you?

Vicky spent a lot of time doing cash flow planning for us, trying different scenarios and testing our ideas and plans to make sure they worked

Have you seen the outcome you were hoping for?

yes, we're very happy

What could they have done better?

Nothing