Tim Webb

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

We weren't happy with our existing provider.

How has Tim Webb helped you?

More structure.

Have you seen the outcome you were hoping for?

Nothing yet but we just transfered.

What could they have done better?

all good

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

We wanted to ensure we were investing wisely for our retirements.

How has Tim Webb helped you?

He has put a plan in place that makes us tax efficient and covers all eventualities, giving us peace of mind.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Approaching 55 and having paid into separate pensions but never paid them much attention over the years, I wanted someone who could talk me through step by step what my retirement planning should look like, what I could (or should) do on reaching 55, and how best to ensure a longer term financial plan.

How has Tim Webb helped you?

Tim was extremely helpful - explained everything very thoroughly, but most importantly took time to listen to my circumstances, what I want to do in the coming years etc. He is very approachable and it feels like a very bespoke service.

Have you seen the outcome you were hoping for?

Very early days but certainly the ball is rolling and I'm happy with the plan that we have put together.

What could they have done better?

N/A

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

I knew Tim from my time with Efficient Portfolio. He contacted me to advise that he had left the company and would I consider joining him

How has Tim Webb helped you?

Switched my portfolio to where he is now.

Have you seen the outcome you were hoping for?

Its only just been done but I will do. Less fees.

What could they have done better?

Nothing, Tim is very pleasant to deal with and is not forceful in any way.

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