Clayton Cumming

This review is a follow-up review from a client who left a review previously.

How has Clayton Cumming helped you since your last review?

I had a general review of my investments and Clayton satisfied me that they were doing well and did not need any adjustments.

This review is a follow-up review from a client who left a review previously.

How has Clayton Cumming helped you since your last review?

Clayton is accessible to me anytime to provide advice, guidance should i need it, i have found him to be reliable and professional in my dealings with him.

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

I was looking to transfer a final salary pension and invest for growth

How has Clayton Cumming helped you?

Clayton was contacted after another financial advisor had started to look at the transfer then suddenly wanted to charge a high percentage and let things go on too long so that transfer values were out of date.

Have you seen the outcome you were hoping for?

Clayton was tremendous from the beginning and very clear about what would be possible with regard to timescales and feees. When the transfer was recommended everything went through as hoped.

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

to transfer my pension pot in to an annuity

How has Clayton Cumming helped you?

he gave solid helpful advise on my options and advised me what the best investment company to place the noney.

Have you seen the outcome you were hoping for?

defiantly

What could they have done better?

nothing the advise given was followed up with actions that led to a smooth transfer of the funds

This review is a follow-up review from a client who left a review previously.

How has Clayton Cumming helped you since your last review?

We receive our monthly updates and Clayton gives us a personal visit annually. Clayton is also very quick to answer any queries via phone.