Patrick Waller

Please provide a brief comment about your experience with Patrick

A really informative and personal first meeting. Lots to think about now before taking the next steps. Wish I had done this sooner.

Please provide a brief comment about your experience with Patrick

Very professional and clear as to what his company can provide. There is no pressure to sign up as they are looking for clients to work with them for a long period of time.

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

Approaching retirement.

How has Patrick Waller helped you?

Great advice, a sound plan for the future combined with a regular update process to ensure plans meet expectations.

Have you seen the outcome you were hoping for?

Yes, arguably better than I expected.

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

Retirement planning.

How has Patrick Waller helped you?

Managed the whole process of moving my pension pots into a single plan and executing my drawdown and all matters surrounding that activity.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can think of nothing

Please provide a brief comment about your experience with Patrick

I actually may pursue something else based on a previous contact but this is not at all a negative reflection on Patrick.