Stacy Saber

Please provide a brief comment about your experience with Stacy

Dealing with Stacy was an absolute joy and I would highly recommend anyone speak to him if they are worried about their pension/retirement goals. His level of knowledge is first class and knowing Stacy is there to help me reach my retirement goals is very comforting. We also had a laugh along the way ! Thanks Stacy and team - keep up the great work. Chris H

Please provide a brief comment about your experience with Stacy

So far I have found Stacy to be very informative. He is very personable and easy to talk to.

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

Came through a friend’s recommendation. I was getting to an age (mid 40s) when one should really know a proper plan for the next decades ahead and more importantly retirement. Professional Financial Advice time.

How has Stacy Saber helped you?

Many of us guilty of complacency and letting things fall into place at above average incomes/accumulated wealth thinking we know we have it under control. Stacy was super friendly and professional to highlight areas that were good, ok and ones where a change was definitely required. Updates on UK markets and regulations are super helpful, specifically around pensions and various changes. I never felt pressured to do anything, Stacy explains the situation and ideas very well. Honest to tell you where you are doing the right thing, even when it may not benefit himself.

Have you seen the outcome you were hoping for?

Yes, so far so good.

What could they have done better?

Nothing. All good

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

Money Management & working out finances goals

How has Stacy Saber helped you?

He set me on a 5 year plan &hopefully able to achieve using a ISA , He recommended Private pension& Insurance covers regarding workplace/ Health.

Have you seen the outcome you were hoping for?

Yes I have, There has been some changes that I have made since i Started. But they have been very accommodating and communication is perfect

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

I have substantial savings and would like to make them more tax efficient and yield long-term gain. I would also like to learn more about pension.

How has Stacy Saber helped you?

Stacy has provided impartial advice based on the financial situation and personal goal about employment and retirement. He prepared a comprehensive wealth management plan for my consideration, without coercing me to buy into any products.

Have you seen the outcome you were hoping for?

I certainly developed more knowledge about investment and pension, and I also become more conscious about managing my finance. As my investment will just start, I cannot comment on the financial gain yet.

What could they have done better?

So far so good.