Phil Walker

Please provide a brief comment about your experience with Phil

Very knowledgeable and ethical guy

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

We were looking to invest money over a long period of time for our children. We also wanted to overhaul our finances, looking at which policies we needed, which ones we didn't, and our retirement funds.

How has Phil Walker helped you?

Phil gave us an annual review of everything.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. We really trust Phil's advice, and he always returns emails quickly if we have any queries.

Please provide a brief comment about your experience with Phil

Phil was knowledgeable and experienced about pension schemes which enabled him to give good advice. Phil was also easy to talk to because of his friendly and relaxed manner.

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

Pension scheme advice and long-term financial planning.

How has Phil Walker helped you?

Phil offers sound advice and information on the options available, including cash and stocks/shares ISAs, and a retirement plan for my self-employed husband.

Have you seen the outcome you were hoping for?

Yes.

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

Pension and savings advice

How has Phil Walker helped you?

Put my pension into place and sorted shares isa

Have you seen the outcome you were hoping for?

yes