Michael Breen

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

Change of advisers

How has Michael Breen helped you?

Positive pro active approach

Have you seen the outcome you were hoping for?

Yes

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

I had multiple company pensions and wanted to simplify my holdings and ensure investment returns were good

How has Michael Breen helped you?

Michael initially helped with my historical pension holdings and brought the relevant ones together. He has since helped with my wife's pension and our ISA's. Michael is really good at listening to what we are looking to achieve and understand what our overall situation is. His relaxed and helpful approach makes dealing with our investment/pensions easier and he is always responsive when we have any questions and happy to fit around us

Have you seen the outcome you were hoping for?

Yes. I feel that the performance has been as good as can be expected over a challenging time with Covid and Ukraine etc and the fees are in line/better than average with completely transparent charging

What could they have done better?

Nothing

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

I received a small inheritance that I wanted to invest for long term care.

How has Michael Breen helped you?

As a novice in the financial world, I was looking for clear advice which Michael provided from the very beginning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am very satisfied with the ongoing reports and conversations I have with Michael and am happy with the outcomes.

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

Already a client of H F Wealth, Mike took over our acccount

How has Michael Breen helped you?

Very well, his advise is always well informed and clear

Have you seen the outcome you were hoping for?

Yes, very satisfied

What could they have done better?

Mike has done everything required

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

I was approaching retirement and needed advice regarding what I could do with my existing pension pots.

How has Michael Breen helped you?

Michael compiled a comprehensive report which detailed my options. This was followed up by an initial face to face meeting during which Michael answered the various questions which I had for him which helped me in my decision making.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything has been fine so far, and I know that Michael is there if I have any questions.