David Forster

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

Change in income

How has David Forster helped you?

David brought his considerable knowledge and experience to my savings, pensions and steered me through a testing change in circumstances

Have you seen the outcome you were hoping for?

Above and beyond expectations

What could they have done better?

Cant think of any specifics

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

I wanted to move my DB pension to a SIPP but wasn't certain of all of the ramifications

How has David Forster helped you?

By reviewing our financial circumstances and drawing up a plan

Have you seen the outcome you were hoping for?

It is still in progress but so far so good

What could they have done better?

In my case not a lot. Everything proceeded according to plan.

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

We started a business some 4 years ago and needed pension advice and benefits package for directors and staff as well as advice on what we should do on existing pensions built up. We've since increased the nearly 30 staff, so group reviews and individual advice when we take on new staff

How has David Forster helped you?

Delivered on the plan and provided exactly what we needed and he is always available for ongoing advice.

Have you seen the outcome you were hoping for?

Yes and our wishes have been easily accommodated during significant growth in staff numbers.

What could they have done better?

He only ever exceeds our expectations, on a highly professional yet very friendly manner.

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

Approaching retirement

How has David Forster helped you?

Targeted financial planning advice in connection with pensions, investments and IHT planning

Have you seen the outcome you were hoping for?

Yes very much so

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

To ensure I was planning properly for retirement

How has David Forster helped you?

Gave me a lot of advice, always available to answer my questions/concerns and explained things thoroughly

Have you seen the outcome you were hoping for?

So far yes !

What could they have done better?

Nothing