Brian Close

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

I contacted Brian for general financial advice.

How has Brian Close helped you?

Through assisting general advice on pensions and investments.

Have you seen the outcome you were hoping for?

investments and pension advice was given and appreciated.

What could they have done better?

Nothing

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

I was looking for advice on investments,mortgages and inheritance tax.

How has Brian Close helped you?

I have had various meetings to address my needs which helped me very much.

Have you seen the outcome you were hoping for?

Yes very much so especially investments and have plans to look at inheritance tax options.

What could they have done better?

Nothing I can think of.