Wyn Thomas

Please provide a brief comment about your experience with Wyn

polite. explained everything thoroughly

Please provide a brief comment about your experience with Wyn

Most helpful but will not be taking it any further

Please provide a brief comment about your experience with Wyn

Really nice bloke explained everything very well and gave me initial confidence over the events of these coming month's.

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

Retirement in the near future & seeking pension advice. I was not happy with the adviser I had previously used and tried several others.

How has Wyn Thomas helped you?

He gave both my wife and myself a choice of options and detailed the good and bad points of each system.

Have you seen the outcome you were hoping for?

I have not actually drawn my pension yet and do not know the final outcome. But the investments are looking good.

What could they have done better?

I think Wyn has the right approach and his office is proffesionally run.

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

Retired. Atended several existing pension portfolio advisers seminars. Ongoing research identified different IPA ,s in the North West All contacted,they provided presentations, solutions were proposed. The Times listed and confirmed the best recomended independents in the UK, and one within the Chester area,.

How has Wyn Thomas helped you?

Initial review, explanation of way forward,options available. Investment risk assessment Gathering together and consolidation of investments information. Review of that and re appriasing the figures from IPA review Controlled methodical professional approach. re alignment of investments to achieve goals All questions and queries answered as and when required. No time constraints.

Have you seen the outcome you were hoping for?

To date current investments, are moving forward. Happy with advice given, Portfolio regularly reviewed and can be checked on line Moving forward income has been achieved, confidence in my choice of advisor and system being used.

What could they have done better?

Nothing I can think of. Wyn is a perceptive, good listener and takes his time in assesing all of your requirements, looks for both the imediate and future needs. An easy and pleasant person to deal with.