Yvonne Schrader

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

I need to look after my retirement funds.

How has Yvonne Schrader helped you?

Yvonne has given me consistently good advice in the years that she's advised me.

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?

Thornton Springer have been looking after our financial affairs for many years. Yvonne continues to give me sound advice.

How has Yvonne Schrader helped you?

See above. I trust what she says.

Have you seen the outcome you were hoping for?

Mostly.

What could they have done better?

We never like paying commission!

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

I was seeking to maximise my investements

How has Yvonne Schrader helped you?

yes - we she has always been available and offered good advice in our annual review -she also advised me regarding some previous investments

Have you seen the outcome you were hoping for?

yes.

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

Needed a FA when we changed from final salary to PPP and initially our company used perspective.

How has Yvonne Schrader helped you?

Yvonne has tried to maximise growth while keeping a medium risk profile.

Have you seen the outcome you were hoping for?

Not entirely, due to the volatile markets over the last 10 or so years.

What could they have done better?

Nothing, I needed growth so had to stay with a higher risk funds.

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

Financial planning.

How has Yvonne Schrader helped you?

Annual review of personal circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.