Chris Forde

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

Been a client of Chris's for many years but recently was related to Inheritance tax planning and associated products to support that goal

How has Chris Forde helped you?

Chris, detailed the various strategies available, in orders to make an informed choice about the direction I wished to go. This was cognisant of the risk profile i have and overall portfolio of all investments and assets currently held. We then settled on a strategy to meet our overall goals. Chris then analysed and identified and sourced the products available and provided options for my decision making.

Have you seen the outcome you were hoping for?

Yes all needs met

What could they have done better?

On my side i was a little slow to progress things in the early stages, so perhaps more prompting that decisions were still required by me.

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

Following the sale of a property, we were seeking advice on the best way to invest the profits.

How has Chris Forde helped you?

Advised how we can invest the profit for long term growth

Have you seen the outcome you were hoping for?

Yes, we are very happy with the outcome

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

Retirement planning & longer term investments

How has Chris Forde helped you?

Excellent advice, taken time to go through all available options and clearly explain them

Have you seen the outcome you were hoping for?

Yes, Im happy with our current plans

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

Both retired and interested in financial planning on Inheritance and a better investment opportunity compared to the bank rate.

How has Chris Forde helped you?

We were already with an investment company who joined forces with Sonas Wealth, so that transition was fairly straightforward, however, after a couple of meetings with Chris we could see the opportunity for a broader interest in investment opportunities and a bit more tailored to our risk profile, also looking at inheritance, tax and will issues.

Have you seen the outcome you were hoping for?

Yes, given the circumstances of late with the market. We also like the personalised approach to our financial interests.

What could they have done better?

We have discussed thresholds upper and lower which was in reaction to observations we had to the markets. My only comment would be, and this is not in any way aimed at Sonas Wealth, but that the Investment company should and could try to respond quicker to their client's requirements, especially where we see a rapid decline in share value. We pay for the service regardless but faster on the feet could save the client money. If the investment system is not geared up to respond in this way perhaps they need to look at this.

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

I have been with Chris for a few years now regarding mainly my draw down pension

How has Chris Forde helped you?

Chris looks after Pension draw down and offers me great advice

Have you seen the outcome you were hoping for?

Yes definitely