Eric Cheung

This review is a follow-up review from a client who left a review previously.

How has Eric Cheung helped you since your last review?

Eric has continued to enhance my knowledge about investment and retirement planning. This has driven me in the short term to restructure my current finances and enable me to contribute more towards my investment and ultimately have more disposable income. In short, Eric has taken out the fear and uncertainty around finance, investment and retirement planning to enable me to confidently take control and make dispassionate decisions about my future. He has a calm and objective approach with his consulting and I am pleased to recommend him to anyone seeing guidance in these areas.

This review is a follow-up review from a client who left a review previously.

How has Eric Cheung helped you since your last review?

Kept in touch and assisted with additional areas that needed addressing

This review is a follow-up review from a client who left a review previously.

How has Eric Cheung helped you since your last review?

Eric continues to provide regular updates and keeps us well informed, we are delighted with the services we receive and feel extremely comfortable with the current position of our investments

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

Wanted help arranging/streamlining my finances and I knew my money could be put to better use rather than just sitting in a bank account earning minimal interest. Additionally, my day job is very demanding and I have very little time/desire to manage this myself, so I was looking for a professional to assist me.

How has Eric Cheung helped you?

Eric has educated me on where I could potentially end up if I essentially changed nothing and carried on with my 'current strategy'. Using cashflow forecasting software, he was able to show me alternatively scenarios where I implemented his recommendations, and these had a significant impact on my future financial circumstances. He has given me peace of mind that I'm now on the right track to living my best life in the coming year and in retirement. Ultimately, he has put me on the path from 'OK' to 'Great!'.

Have you seen the outcome you were hoping for?

Yes. My funds are now all held withing tax-efficient accounts, so all the returns are tax free. Additionally, the funds are now invested rather than sitting 'in cash', and the returns have far outstripped any interest rates being offered by the banks over recent years (even when they were above 5%). I am already in a much better position that I was before I started working with Eric, and I know this will continue to be the case as long as I stick to the financial plan he has recommended for me (which I strongly agree with).

What could they have done better?

Nothing. Our relationship so far has been a good balance of clear concise information whilst being given the time to think and not feel rushed. Eric is always quick to respond to any queries and explains things in a way that is easy to understand.

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

When I reached the pension age, 66, I was a kind of looking for pension investment, but didn’t know where to start.

How has Eric Cheung helped you?

He was very knowledgeable and patiently explained about Retirement plan. He was very thorough too and made it easy for me to understand. I felt very happy afterwards.

Have you seen the outcome you were hoping for?

I am glad to say YES!

What could they have done better?

To me, they have done the best. I am very impressed and satisfied.