Richard Johnston

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

I was looking for pension and investment advice as I was looking to take early retirement.

How has Richard Johnston helped you?

Richard has helped me take a short, medium and long term view of my savings and pensions. He has advised me on how to invest efficiently and helped me understand my attitude to risk when investing. Richard has taken a holistic view when advising me and provided advice in multiple areas including pensions, income tax and inheritance tax.

Have you seen the outcome you were hoping for?

Yes. I feel much more confident about my future financial security and having more of my pensions and investments on one platform has reduced the administrative burden.

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

Approaching retirement, myself and my husband wanted to ensure finances in right pisitiin

How has Richard Johnston helped you?

Helped massively with the above process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N|A

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

Looking at retirement and passing on a family business and financial planning for the future.

How has Richard Johnston helped you?

Richard has advised us on our financial planning for the future and advised us on retirement and an investment portfolio to provide for our pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with the service, Friendly and helpful advice.

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

Pension advice and retirement planning

How has Richard Johnston helped you?

With pension advice and retirement planning

Have you seen the outcome you were hoping for?

Yes

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

Need for regular financial advice, support and planning - including tax advice, retirement planning, support with financial investments and specific need for ongoing advise regarding pensions ( including a pension transfer)

How has Richard Johnston helped you?

Ongoing financial advice, support and planning - helping to plan for retirement and support good financial decision making and investment. The advice provided in recent years has helped me to progress down a beneficial financial route, aided by a yearly financial plan and regular access to support, and allowed me to move into retirement with more confidence. Richard has been very patient in his approach and always willing to take the time to explain information in a variety of formats and in an easy to understand way, to help ensure effective communication and my full participation in discussions. I have also benefitted from specific financial advice linked to a pension transfer - this was particularly helpful as it supported me to explore options and make a more informed decision

Have you seen the outcome you were hoping for?

Yes - I have seen a steady growth in funds and been able to achieve my goal of early retirement. This has been achieved as a result of the financial advise and planning that Richard has provided

What could they have done better?

Can't think of anything!