Justin Stevens

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

My Mother and Father had investments that were not doing anything or making any money. They also wanted to avoid inheritance tax for myself .

How has Justin Stevens helped you?

Justin has looked after my families finance for the past 15 years. My father was an accountant himself and very careful with his money not trusting anyone. Now he will not do anything with his finances without consulting Justin first! We have recommended Justin to family and friends and no one looks back. I myself have trusted Justin with my pension, investments, mortgage, will and general advice on my money matters. He is always available and ready to help me and explain it all in layman terms.

Have you seen the outcome you were hoping for?

yes most definitely

What could they have done better?

nothing - very happy with the service Justin offers

Please provide a brief comment about your experience with Justin

Justin has been very helpful and patient whilst explaining financial information. He manages to convey the information in an personable manner making it simpler to understand.

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

During my divorce I needed advice on drawing down of my pension.

How has Justin Stevens helped you?

He ensured I had the funds available to complete on the house I was purchasing

Have you seen the outcome you were hoping for?

I have seen the outcome I was looking for.

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

Transfer out of company pension scheme

How has Justin Stevens helped you?

Advice on pros and cons of leaving company scheme, handling transfer, management and information on funds, regular performance reviews. Advice on retirement decision.

Have you seen the outcome you were hoping for?

Fund performance was excellent until covid effect. Since then losses have been recovered despite the global situation.

What could they have done better?

Charges are not the cheapest but good quality comes at a price.

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

Investment of the lump sum I received on my retirement

How has Justin Stevens helped you?

He invested the money with the objective of protecting the capital investment and for me to receive a monthly income

Have you seen the outcome you were hoping for?

Yes fully, he has met the set objectives

What could they have done better?

More than satisfied with the service I receive.