Richard Baxter

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

We were looking to secure a remortgage on our property Having dealt with Slaiyburn Financial Planning in the past and been very pleased with their service we decided to contact them for advice.

How has Richard Baxter helped you?

Richard has been absolutely fantastic from start to finish, very professional and informative all the way through the process, there were quite a few hurdles to overcome but with Richard's advice and support we cleared the hurdles quite easily. His constant positive attitude was fabulous, and his friendly but very professional calls a welcome reassurance during what was a sometimes potentially stressful time.

Have you seen the outcome you were hoping for?

Yes, absolutely delighted with the outcome.

What could they have done better?

The service was fantastic and I can't really see any points for improvement.

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

i wanted to pay off my mortgage and a few debts that i accumalated

How has Richard Baxter helped you?

he was very helpful and thorough in his advice and he gave me the confidence to proceed.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

i dont think they could. everything was swift and organised from start to finish. i was informed every step of the way.

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

equity release

How has Richard Baxter helped you?

as above

Have you seen the outcome you were hoping for?

yes

What could they have done better?

sometimes delay between leaving a voice message for advice and getting a response

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

Required to release equity from my property To put in place Power of Eternity

How has Richard Baxter helped you?

Richard researched and found the best available lender and put the process to release equity in place Power of Eternity paper work completed to enable daughters to have both financial and medical control if needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There were a few occasions when I felt communicating with Richard was a bit slow but maybe that was due to a busy work load

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

At reaching 60 years of age I had absolutely no idea at all regards my Pensions, to the point of not even knowing if I had any.

How has Richard Baxter helped you?

Took time to find my Pensions collate them , give me a value of them, and put my mind at rest with his caring expert advice, I cannot believe I am looking forward th the future and to retirement

Have you seen the outcome you were hoping for?

A most definite YES

What could they have done better?

Nothing, the help, advice, caring nature, putting my mind at rest was above and beyond.