Nathan Mead-Wellings

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

I am self-employed and the savings I did have were held in an ISA that I set up years ago. When I read about auto-enrolment and knew I wouldn't benefit, I was suddenly aware that I had no pension plan set up at all.

How has Nathan Mead-Wellings helped you?

He showed me the value of the savings I have now, how they had performed over previous years and how they would better serve me in a proper pension scheme. He also helped me to see what I would need to save in order to retire before I was 90!

Have you seen the outcome you were hoping for?

Yes. I have transferred my money into a new pension account and, on Nathan's advice, committed to putting more each month into it to help grow my pension pot. I can also access everything online and see its progress.

What could they have done better?

At it stands nothing to date. It's early days but service so far has been prompt and efficient and exactly what I needed.

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

I had accumulated savings but they were sitting in a low interest current account. I was planning on purchasing a property in the next few years but my money wasn't growing in the meantime.

How has Nathan Mead-Wellings helped you?

Nathan not only helped me to invest my money wisely in the short term, he also helped me to understand my own behaviour and tendencies when it comes to my finances. In turn, thanks to his advice, I saved better and smarter; and had the money I needed when I was ready to buy my home. He also helped me to think about the importance of insurance - to protect both me and my family, so I feel confident that we will be better provided for, whatever the future may hold.

Have you seen the outcome you were hoping for?

Yes, I have. I wouldn't hesitate to recommend Nathan Mead-Wellings and the wider team at Finura.