Brian Downton

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

I needed advice about the management of my company pension, and then some follow up suggestions about moving some of my money from a cash ISA into an equities ISA

How has Brian Downton helped you?

Brian looked at my approach to risk and then recommended a different way of managing my company pensions so that they reflected my attitudes. He also discussed diversifying away from cash ISAs towards a more balanced portfolio for my savings

Have you seen the outcome you were hoping for?

Yes I have, and there are yearly updates with Brian

What could they have done better?

Brian is very busy, but he ensures that one of his colleagues deals with some of the queries or day to day issues I may have

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

We needed a new mortgage.

How has Brian Downton helped you?

He opinion and advice was always realistic and he always gave us viable options. He always found the best options at the correct time.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

A one off face to face meeting at some time.

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

Purchasing my first property.

How has Brian Downton helped you?

Brian and Jacob helped with and arranged the mortgage and loaded with my solicitor.

Have you seen the outcome you were hoping for?

Yes, the purchase went very smoothly.

What could they have done better?

Nothing

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

Mortgages

How has Brian Downton helped you?

Has helped with mortgages and insurance issues I had.

Have you seen the outcome you were hoping for?

Yes got a very positive outcomes.

What could they have done better?

Got very good advice so cannot say what could have been done better.

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

I've always been aware that I , like most people, would probably retire one day and would then need an income.

How has Brian Downton helped you?

1.Brian gave advice and kept in contact for several years, while I was still working and making no payment or direct commitment to Brian. He showed considerable patience playing "the long game" and building a relationship in the years before I actually committed pension funds. 2.Once I was ready to commit, Brian clearly explained the different options for crystalising a range of different pensions.

Have you seen the outcome you were hoping for?

So far so good. Income is higher than I was expecting.

What could they have done better?

I don't know if it would have been allowed but I could have valued from a better idea of how large my pension would have been if I had retired earlier.