Stewart Twidle

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

increased financial capacity, need to consolidate pensions and investments

How has Stewart Twidle helped you?

pensions: setting up and managing; general investment advice and advance planning foe retirement

Have you seen the outcome you were hoping for?

so far so good

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

We recently had a baby and wanted to start planning for our family's future.

How has Stewart Twidle helped you?

We're still early on in working with Stewart and his team, but in a few short months he has been really helpful in providing long term planning advice and is currently helping with a remortgage, insurance and pensions transfer.

Have you seen the outcome you were hoping for?

It's too early to tell, but we're very happy with the way that Stewart works and are hopeful for the outcome we want.

What could they have done better?

Nothing really. When we cannot meet in person, Stewart is very accommodating and we speak on the phone or video call.

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

My wife and i were looking for long-term financial planning and pensions advice.

How has Stewart Twidle helped you?

We had a meeting with Stewart to look at our options and have since become his clients with regards to all financial planning.

Have you seen the outcome you were hoping for?

Absolutely.

Please provide a brief comment about your experience with Stewart

We've only had an initial phone call. Stewart was impressive and came across really well in terms of being so open to answering all my questions. I would certainly consider instructing his services going forward. Only down side, Vouched For put us in touch based on my postcode, but I live several miles away - he is certainly not local to me and I suspect there are other people nearer (I'm in North London).

Please provide a brief comment about your experience with Stewart

Have only had a preliminary phone chat. Meetings tomorrow am.