Tim Webb

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

I had reached a point in my life where I wanted help properly planning for the future, understanding how to maximise pension benefits and understand where I could best avoid paying tax unnecessarily and build a plan around retirement and what I'd need to save up to get there on the timelines I've planned for.

How has Tim Webb helped you?

Tim has been helpful in explaining the various ways I can build wealth in alignment with my risk profile, protect myself and my family against illnesses and loss of work/income as a result and start to have a clearer plan around retirement, the necessary pot of money I need to live to the qualify of life I'd want and how I can build that in a manageable way,

Have you seen the outcome you were hoping for?

Yes

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

Maintaining retirement income and savings.

How has Tim Webb helped you?

Explaining in a clear ,concise and friendly manner the options available to achieve my goals.

Have you seen the outcome you were hoping for?

Yes, within the confines of what is achievable within the wider circumstances of worldwide economics.

What could they have done better?

I have always been satisfied with the advice received.

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

I was unhappy with the performance of my previous advisor. I knew Tim from a previous buisiness and we got together to discuss our portfolio.

How has Tim Webb helped you?

Tim Guided my wife and I through the process of moving from our previous advisor to Westminster Wealth helping us to understand why we should move to Westminster. He gave us detailed non biased advice with factual information to why we should consider moving. The best thing we have ever done.

Have you seen the outcome you were hoping for?

Absolutely. We know markets go up and down in this volatile world. But I can see this working for us long term.

What could they have done better?

Nothing

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

I needed to transfer my investments to a company that could provide a more personalised service.

How has Tim Webb helped you?

Very much so.

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing, Tim has been great.

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

I was not getting personalised advice from my previous financial advisor.

How has Tim Webb helped you?

Yes, Tim has been very easy to contact and is extremely knowledgeable and reliable. I can’t thank him enough.

Have you seen the outcome you were hoping for?

Yes, I have transferred my portfolio with his help which so far has gone very smoothly. Tim has always been available and helpful.

What could they have done better?

Nothing, just nothing!