Sadie Waddelow

Please provide a brief comment about your experience with Sadie

Sadie carefully assessed our financial and personal circumstances, taking time to understand our requirements before making recommendations to increase our pension contributions. She has been very thorough, also making suggestions about wills and inheritance. She's gone at a pace that works for us and has a confident and reassuring approach.

Please provide a brief comment about your experience with Sadie

Sadie was recommended by a colleague and she immediately impressed with her friendly, professional manner and clear grasp of the details. I look forward to working with her to plan my financial future.

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

In trying to understand some of the complexities of money, investments, savings and pensions I realised I needed help.

How has Sadie Waddelow helped you?

Sadie's expertise inspires confidence. She also has a gift of making complex things understandable. Sadie is able to give me as much information as I need to make the decisions I need to make about my money. She has a way of removing the jargon and making pensions and investments understandable for me. I have also been able to discuss the ethics of saving products with Sadie. Her breadth of knowledge is outstanding which gives me a real confidence in the decisions I am making.

Have you seen the outcome you were hoping for?

The outcomes for my money with Sadie's help have been beyond what I had hoped for.

What could they have done better?

I'm afraid I cannot suggest anything that I would suggest for Sadie to have done better. She is a professional who looks to expand her own knowledge and understanding of the financial world and I get to reap the benefits from that.

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

A pot I had paid into for years was maturing and I had not a clue what to do with it, Sadie had!

How has Sadie Waddelow helped you?

Gave me very good advice and peace of mind

Have you seen the outcome you were hoping for?

Yes, my pension is paying out now

What could they have done better?

Can’t think of anything

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

I needed advice on options for the pension I am paying into and my husband was in the process of retiring

How has Sadie Waddelow helped you?

She reviewed both our private pensions, explained all the jargon we didn't understand and helped us understand enough to make decisions on my pension and my husbands draw down

Have you seen the outcome you were hoping for?

I have piece of mind which is all i hoped for

What could they have done better?

Nothing