Sian Thomas

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

Portfolio advice following retirement and changing needs.

How has Sian Thomas helped you?

I was most impressed with, not just Sian's professional knowledge, but her approach to dealing with clients depending on their needs. Highly recommended.

Have you seen the outcome you were hoping for?

Early days, but I have considerable confidence in the outcome.

What could they have done better?

Not much!

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

Money available to invest taken from poor investments.

How has Sian Thomas helped you?

Sian helped us so much and put us at ease explaining all the various investments thoroughly. Advised us where best to invest to gain an income from them.

Have you seen the outcome you were hoping for?

Most certainly very happy with the returns and we now have an income from our investments which we have never had previously.

What could they have done better?

Could not have given any better advise

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

Death of my husband.

How has Sian Thomas helped you?

Explained everything clearly.

Have you seen the outcome you were hoping for?

Yes.

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

Retirement Planning.

How has Sian Thomas helped you?

Helped me decide on the best course of action with my various pensions at retirement, including annuity purchase, income drawdown and UFPLS.

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?

I had been making retirement financial plans for several years and I was very confident. But when the time came I decided to trust professional judgement rather than my own instinct.

How has Sian Thomas helped you?

She put us at ease. Made us think things through and take our time. She understood my level of competence and presented to info to that level.

Have you seen the outcome you were hoping for?

Yes, early days yet, but I am satisfied that I have chosen the best and safest approach for my future.

What could they have done better?

Sian was very thorough and I was probably a bit demanding so we scrutinised everything and she was very patient. We. backtracked a few times. Don’t think we overlooked anything.