Tim Mottram

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

Looking for key person cover within our business.

How has Tim Mottram helped you?

tim is very well informed, patient and efficient. He took us through the options and helped to narrow down our requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything has been smooth to date.

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

Maturing business needed to get protection in place for key man risks, including life cover and shareholder protection, to ensure the ongoing viability of the business if one partner dies, along with protection for their family

How has Tim Mottram helped you?

Key Man Life insurance Shareholder protection

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?

Onerous statutory requirement concerning private pension

How has Tim Mottram helped you?

Tim went above and beyond the call of duty to find me a solution to a tricky pension problem, where several other advisors had failed before.

Have you seen the outcome you were hoping for?

We got to the desired outcome

What could they have done better?

Tim played his part perfectly

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

Tim had been recommended to me by a work colleague when I was initially looking to combine my existing private work pensions into one fund and adjust contributions, as well as advise into adjustments to the investment level.

How has Tim Mottram helped you?

From the first meeting Tim has been a fantastic support, and has remained so every step of the way. He showed genuine interest not only in my finances but in me as a person, asked a lot of relevant questions about what I was looking for and my long-term plans. He gave expert advise on the best way to handle the pension funds and the level of risk would be best suited for investments, as well as provided general financial advise. I felt in the best of hands at all times, and as an added bonus Tim is an incredibly lovely person who's a joy to be around.

Have you seen the outcome you were hoping for?

Yes, Tim helped me with what I initially wanted to do, and beyond that advised on the best approach to achieve maximum benefits from my pensions long-term. As someone who has very little financial acumen I was very grateful for his guidance, and I'm very happy with the results.

What could they have done better?

Nothing I could think of, it all went great!

Please provide a brief comment about your experience with Tim

Extremely professional, very honest and matter-of-fact, confident and assuring. I learnt a lot and will absolutely use him for investments in the future