Akwasi Duodu

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

I initially had a lump sum that I was looking to invest and also as a self-employed professional wanted to set up some investments for future financial planning. It was important to me that it was an advisor that could introduce me to sustainable products and investments.

How has Akwasi Duodu helped you?

Helped me set up my ISA, Pension and Self-Employed Insurance

Have you seen the outcome you were hoping for?

Yes, been very pleased with the outcome

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

Initially, I wanted advice on my pensions and how the funds were performing. Since then, I have also asked about mortgages and saving options.

How has Akwasi Duodu helped you?

Akwasi has listened to all of my enquiries, responds quickly to my messages and I am happy with the advice.

Have you seen the outcome you were hoping for?

Yes

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

We were looking to buy our first property during the pandemic

How has Akwasi Duodu helped you?

Himself and Saba helped us with our mortgage application, issues that came about in the process of trying to but for the first time. They constantly checked in with us to see if they could help or speed the process up. Completely professional, incredibly efficient and caring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can not think of one thing they could of done better.

Please provide a brief comment about your experience with Akwasi

Akwasi took me through his financial review process, which was very useful. I feel like I have a much better idea of where I stand, and of the options for the future. It's impressive that he was able and willing to engage with a large amount of confusing information from me, and to organise it clearly.

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

I wanted to obtain life insurance and as I have a long term health condition I felt I needed some professional input to find the best cover. I was also after advice on my pension.

How has Akwasi Duodu helped you?

He did thorough research of my circumstances and identified the best provider. He completed the paperwork and liaised with the provider on my behalf. He also provided me with reliable advice regarding how best to handle my pension pots.

Have you seen the outcome you were hoping for?

Yes. I am about to complete the process for my life insurance cover, this was slowed by the covid 19 situation.

What could they have done better?

Nothing. He was prompt and always kept me updated of the progress of my enquiry.