Natasha Percy-Baxter

This review is a follow-up review from a client who left a review previously.

How has Natasha Percy-Baxter helped you since your last review?

She has helped me maintain a clear understanding on what’s needed to be done to achieve my goals, whilst giving clear and direct instructions which is easy to understand. In other words she doesn’t waffle like so many others have with me in the past!

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

I felt that my previous Financial Adviser was not necessarily doing much different from year to year. I thought I needed a fresh start.

How has Natasha Percy-Baxter helped you?

Natasha is passionate about what she does and that really comes through in her advice, she’s clear, strategic and follows through on her suggestions. She understands the client brief and helps you work towards it.

Have you seen the outcome you were hoping for?

It’s only been six months since the change Natasha suggested has taken place, and I’m seeing a huge improvement in the results, already. Long may it continue!

What could they have done better?

All I can say thank you Natasha

This review is a follow-up review from a client who left a review previously.

How has Natasha Percy-Baxter helped you since your last review?

In my situation honestly is of most important, which Natasha has delivered. I want to thank her for that. I condment and thank her for help honest and open support.

This review is a follow-up review from a client who left a review previously.

How has Natasha Percy-Baxter helped you since your last review?

I have consolidated and increased my pension holdings that Natasha manages.

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

I wanted to do something more impactful with my money bit was overwhelmed with the sheer volume of information and didn't know which products or platforms to choose.

How has Natasha Percy-Baxter helped you?

Natasha was great at finding out what my priorities were then helping to suggest a plan for my money that aligned with my values.

Have you seen the outcome you were hoping for?

It's early days but I feel secure with the investment choices Natasha helped me make.