Tara Wood

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

Staying in my company pension was not an option for me . Because if I died after five years off drawing my company pension my wife would only get a fraction of it ,the rest would stay in the pot . So transfer out made sense my wife now would be looked after . For my peace of mind made sense .

How has Tara Wood helped you?

She very kindly guided through and advised me through it all . She is very knowledgeable and understanding of my needs to secure my pension requirements , you will be in good hands .

Have you seen the outcome you were hoping for?

Pretty much so yes transferring out off my works pension best thing I could have done .

What could they have done better?

Not a lot they kept me in the loop the whole time .

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

I had a good sum of money to invest and needed advice about planning for the future and maximising its potential

How has Tara Wood helped you?

Tara has clearly discussed and identified my options and provided excellent advice

Have you seen the outcome you were hoping for?

Yes

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

Long term planning as over 50.

How has Tara Wood helped you?

Annual reviews and guidance on minimising tax implications from savings and pensions.

Have you seen the outcome you were hoping for?

Ongoing

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

Review

How has Tara Wood helped you?

She as helped me understand my finances better. I fully trust her advice. I know I can ring her at any time.

Have you seen the outcome you were hoping for?

I’m pleased with things as specially the way the world is at the moment.

What could they have done better?

No sure Tara could have done any better

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

Found managing investments stressful ,wanted long term planning. .wanted all our savings in one place

How has Tara Wood helped you?

Taken all the stress out of our financial planning. Given information and advice about inheritance tax. Gently pointing out where we could simplify our everyday savings but insuring we had available money for holidays etc.Tara always makes us feel we are important clients.

Have you seen the outcome you were hoping for?

After a very poor economic start our savings have stabalised.

What could they have done better?

We had a poor start as we had a long wait for our enquiry, and I had re invested my money.since then communication has been good.,