Scott Smith

Please provide a brief comment about your experience with Scott

Answer all my question gives me excellent advise

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

I had various small pensions and needed some good advise.

How has Scott Smith helped you?

He explained thoroughly the options available to me, with my pensions, together with his vast knowledge in financial planning.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing. Scott is helpful, friendly and very knowledgeable.

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

Required financial assistance towards my retirement

How has Scott Smith helped you?

Scott helped,advised & sorted out my pension to a very satisfactory outcome

Have you seen the outcome you were hoping for?

I have seen the outcome,continues to exceed my expectations

What could they have done better?

In my eyes Scott has done everything possible to help me with my personal pensions

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

I received an inheritance after a family bereavement

How has Scott Smith helped you?

Scott has helped me with investment of the inheritance, pension consolidation and planning for retirement

Have you seen the outcome you were hoping for?

Not yet, the value of the investments have gone down since they were taken out, but that appears to be due to various unexpected circumstances this year, which are outside of Scott's control.

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

Had to find a replacement for my previous financial adviser who had recently stopped providing advice!

How has Scott Smith helped you?

Scott provided advice, looked at my whole financial profile and offered excellent solutions that fully met my needs

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

All was just perfect!