Carl Hasty

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

Working out retirement planning

How has Carl Hasty helped you?

He has taken ownership of my share portfolio and retirement planning so far He has also guided on sale of buy to let flat in the most tax efficient way and pension

Have you seen the outcome you were hoping for?

So far yes

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

financial planning

How has Carl Hasty helped you?

sorted out our finances and continues to do so

Have you seen the outcome you were hoping for?

yes

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

looking for help with inheritance tax planing, and setting up a discretionary trust.

How has Carl Hasty helped you?

Explaining and helping to me the best ways to mitigate inheritance tax, and help my family after my death.

Have you seen the outcome you were hoping for?

Yes, so far so good

What could they have done better?

I can not think of anything, Carl has been very good as explaining things to me

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

I was referred by my mum, to help with my savings.

How has Carl Hasty helped you?

Carl has helped to put together plans for retirement, and long term for savings.

Have you seen the outcome you were hoping for?

Yes, my portfolio has increased over the last year, and giving suggestions which has helped to be reassured of my future finances.

What could they have done better?

N/A

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

Well, my previous adviser retired and I had no option..

How has Carl Hasty helped you?

Put my mind at rest re my personal financial circumstances as well as looking after the future of my grandson.

Have you seen the outcome you were hoping for?

Personally, yes. Rest, time will tell.

What could they have done better?

Nothing