Sarah Siddons

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

We had made little provision for our retirement

How has Sarah Siddons helped you?

She listened and fully understood our attitudes to savings and risk and what we wanted our future to look like

Have you seen the outcome you were hoping for?

Absolutely we have been delighted with how the advice has translated in to a sizeable pension fund.

What could they have done better?

Nothing

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

Pre-retirement and advice about where to invest pension sum

How has Sarah Siddons helped you?

Given me sound financial advice about investments, pensions and wills

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing updated annually in person and by email correspondence in between

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

Upon my retirement I was recommended to have a sit down with Sarah to ensure I invested my pension and other savings in the best possible way to suit my needs.

How has Sarah Siddons helped you?

Sarah speaks in such a way that explains the pro’s and con’s in all types of possible investment areas in laymen’s terms making it a lot easier to understand and enabled me to make smart choices as to how my money was managed. Each year we sit down to discuss any possible changes I could make to my portfolio, but most importantly to me, it reiterates that I made the right decision to work with Sarah regarding my investments.

Have you seen the outcome you were hoping for?

I think the fact that I have had Sarah as my advisor for over ten years shows the confidence I have in her. Not once have I considered using another advisor.

What could they have done better?

I cannot think of one area where my investments have either made me feel vulnerable or make me look elsewhere for financial advice.

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

In our 50’s with different pensions and investments needing to be brought together.

How has Sarah Siddons helped you?

Single visualisation of our investments and retirement planning. Financial advice following redundancy.

Have you seen the outcome you were hoping for?

Yes, pensions brought together into one. Clear annual report and good face to face annual review.

What could they have done better?

Nothing, happy with our meetings.

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

We were aware that we had not planned for our retirement and needed someone we could trust to listen to our needs and help us understand and navigate the pensions market.

How has Sarah Siddons helped you?

Sarah helped us allocate realistic budgets for our pension contributions and helped us choose the right funds with the right level of risk for us. She understood that it was our priority to pay off our mortgage given that we are self employed. She explained how by also investing in ISAs we would be able to have access to funds prior to our retirements should we need them. Ultimately she offered a holistic view of our estate's potential and has given us enormous confidence that we can now look forward to a comfortable retirement.

Have you seen the outcome you were hoping for?

To date our investments are performing brilliantly. Sarah and the team, present our financial information in a format thats easy to understand and track it's performance.

What could they have done better?

I can not think of anything she has done that I would wish to change.