Stephen Crawshaw

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

I found myself in a situation where I required information and assistance to manage my financial affairs and what suited my individual needs and requirements

How has Stephen Crawshaw helped you?

He has advised and explained options and how to take benefit from what tools are available.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have nothing negative to add, I am pleased with how my finances are being maintained by Stephen.

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

Was with HNH prior to.

How has Stephen Crawshaw helped you?

Sort my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Investment of funds from sale of business

How has Stephen Crawshaw helped you?

Stephen has taken over our portfolio after a reorganisation in his organisation, and has successfully managed our assets.

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

Nothing

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

We wanted professional advice to ensure our pension, investments and long-term financial planning were structured as efficiently as possible. We were also looking for guidance around succession planning and making informed decisions that would benefit our business in the future.

How has Stephen Crawshaw helped you?

Stephen has provided exceptional advice throughout. He has taken the time to understand both our personal and business circumstances and has explained complex financial matters in a clear and straightforward way. His recommendations have always been well thought out, practical and tailored to my objectives rather than being a one-size-fits-all approach. He is highly knowledgeable, responsive and proactive, giving us confidence that our financial affairs are being managed professionally.

Have you seen the outcome you were hoping for?

Yes, absolutely. We now have a much clearer financial strategy and greater confidence that our pension, investments and long-term planning are on the right track. Stephen has helped identify opportunities we would not have considered ourselves and has made the entire process straightforward and reassuring.

What could they have done better?

Yes, absolutely. I now have a much clearer financial strategy and greater confidence that my pension, investments and long-term planning are on the right track. Stephen has helped identify opportunities we would not have considered myself and has made the entire process straightforward and reassuring.

Please provide a brief comment about your experience with Stephen

Stephen is extremely thorough and efficient, providing a good professional service in a friendly manner.