Craig Walker

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

To coordinate and simplify Company and personal Financial planning .

How has Craig Walker helped you?

Yes

Have you seen the outcome you were hoping for?

Yes , all working out well up to now .

What could they have done better?

i could do with some additional personal advice re. inheritance tax etc.

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

Mortgage advise.

How has Craig Walker helped you?

From the early days of mortgage advise, recommending an endowment that exceed the repayment amount. More recently pension transfer and investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

Business requirement

How has Craig Walker helped you?

Transfer pension to a new provider Pension advice to employees

Have you seen the outcome you were hoping for?

ye

What could they have done better?

nothing

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

Craig Walker has been my financial advisor for over twenty years and initially assisted in mortgage advice which quickly went onto pension advice.

How has Craig Walker helped you?

Craig provides impartial but sensible advice in order for me to make decisions based on fact and reason.

Have you seen the outcome you were hoping for?

Definitely yes.

What could they have done better?

Sometimes communication could be quicker, however he does get back at some point.

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

Wanting help with my pension and retirement plans

How has Craig Walker helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All satisfactory