David Binder

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

Needed our money to work for us

How has David Binder helped you?

Advised on the best way to invest

Have you seen the outcome you were hoping for?

Yes steady gain over the years??

What could they have done better?

?

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

We had inherited a large amount of money and needed advice on where to invest it safely, with the best return.

How has David Binder helped you?

He listened to what we wanted, and what our fears were , and advised us accordingly.

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing that I can see at this time.

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

Lack of interest on my money in bank account and what to do with it when earning no interest after a certain amount ie 20k

How has David Binder helped you?

With pensions and stocks and shares

Have you seen the outcome you were hoping for?

Not as yet

What could they have done better?

That's down to the markets or investors not investing in the tight area

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

Retirement and inheritance

How has David Binder helped you?

Advice and management of a stocks and shares isa and a prudential bond.

Have you seen the outcome you were hoping for?

not quite

What could they have done better?

Predicted Trump lol

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

Money to invest into an ISA

How has David Binder helped you?

Asking the right question to understand risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing