Will Burns

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

Retirement from work, and looking to invest pension lump sum

How has Will Burns helped you?

Very informative, always relaxed meetings, no hard sale

Have you seen the outcome you were hoping for?

Too soon to see any outcome

What could they have done better?

N/A Happy with service from initial contact

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

Retirement and lump sum investment

How has Will Burns helped you?

Will provided excellent, clear information. He patiently took the time to explain and reassure me in aspects of investing I was unfamiliar with.

Have you seen the outcome you were hoping for?

So far, yes I have been satisfied given the current climate.

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

I sought expert advice for retirement planning, and Will exceeded my expectations. Their guidance helped me make informed investment decisions.

How has Will Burns helped you?

Will has been instrumental in helping me navigate the complexities of pensions and retirement savings, providing clear guidance on investment strategies.

Have you seen the outcome you were hoping for?

It’s still early to say, but I’m confident in the approach. Will continues to monitor my investments and best interests, ensuring any challenges are addressed proactively along the way.

What could they have done better?

Nothing.

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

I wanted to setup a private pension and needed expert advice.

How has Will Burns helped you?

He is extremely knowledgeable and took the time to explain everything in detail. His guidance was clear, and I felt confident every step of the way.

Have you seen the outcome you were hoping for?

Yes

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

Completely lost with what to do and who to speak to.

How has Will Burns helped you?

I’m not exactly what you’d call “finance-savvy”. Budgeting? Fine. Investing, pensions, ISAs, all the rest? Felt like a foreign language. Then I started working with Will. No jargon. No judgement. Just someone who listens, explains things in plain English, and genuinely wants to help—not just with the numbers, but with the life stuff those numbers affect.

Have you seen the outcome you were hoping for?

Yes - a significant increase on my investments.