Suzan Harding

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

Continuing and continuous need to invest wisely and to keep a keen eye my changing needs and wishes.

How has Suzan Harding helped you?

Providing timely and helpful advice and suggestions.

Have you seen the outcome you were hoping for?

Yes

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

Trust reliability, intelligence service standards and efficiency

How has Suzan Harding helped you?

Suzan has been absolutely excellent in all the areas above she is reliable, honest efficient intelligent extremely well briefed and exceptionally helpful in all matters relating to finance financial planning retirement investment management et cetera

Have you seen the outcome you were hoping for?

Yes, absolutely my investment portfolio has been brilliant. The service has been extraordinary. The products chosen were amazingly efficient and perfectly suited to my circumstances.

What could they have done better?

Absolutely nothing I cannot fault them in anyway whatsoever

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

Large amount of funds for investment

How has Suzan Harding helped you?

To simplify complex matters

Have you seen the outcome you were hoping for?

In a difficult economical climate a reasonably consistent return has been obtained

What could they have done better?

More proactive about changes in the company

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

I was managing these affairs myself and upon recommendation from a friend met Suzan.

How has Suzan Harding helped you?

We’ve consolidated 75% of our finances with Suzan in control. Her advice is invaluable and we have great respect for her specialist knowledge.

Have you seen the outcome you were hoping for?

Not yet but that’s mostly because we’re foot dragging on setting up additional products such as trust funds.

What could they have done better?

I think the industry rules make the job way more difficult to administer. Paperwork and procedures abound because of these rules.

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

I am not an expert and value the advice from someone who is.

How has Suzan Harding helped you?

She explains patiently and helps me to understand what to do with my investments. I can always rely on prompt attention to any query . The annual review with her is something to which I Iook forward I trust her judgement and advice.

Have you seen the outcome you were hoping for?

Yes, my investments have shown satisfactory outcomes.

What could they have done better?

I can't think of anything.