Eloise Jenner

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

We transferred from PS Financials with it's acquisition.

How has Eloise Jenner helped you?

She has transferred all our investment into either Shackleton Hub or Insignis.

Have you seen the outcome you were hoping for?

Yes.

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

Having been a client of Skerritts for over 30 years, it was a no brainer to adopt Eloise when she was introduced.

How has Eloise Jenner helped you?

IHT planning and general investment oversight and advice

Have you seen the outcome you were hoping for?

Yes overall

What could they have done better?

N/A

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

Transfer of financial advisory company to match family.

How has Eloise Jenner helped you?

Effective and concise planning, explanation, and feedback regarding financial planning with investments and savings. Fantastic guidance and personal tailoring.

Have you seen the outcome you were hoping for?

Yes, the ~year so far has been according to plan and within or exceeding expectations.

What could they have done better?

I am comfortable and happy with the service so far.

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

Long term client of the firm where she works

How has Eloise Jenner helped you?

Offered a few tips and advice which I had not considered Long term cash-flow planning

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

N/A

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

To help with our pensions

How has Eloise Jenner helped you?

She’s helped with a pension transfer. She’s helped us understand when to take our pensions and when to take any money out tax free.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything is really well explained.