Nathan Smith

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

Needing to invest an employment retirement pension.

How has Nathan Smith helped you?

Invaluable advice to me not having any knowledge in the field of investment. He ia friendly helpful and explains the investments in a way I can understand!

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?

I needed to invest into a pension for my future and Nathan came highly recommended

How has Nathan Smith helped you?

He is extremely informative and very easy to talk to. He always answers every question big or small

Have you seen the outcome you were hoping for?

Yes so far

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

I require advice on how gest to handle my pension which at the time were managed by a number of companies.

How has Nathan Smith helped you?

Clear professional advice delivered in a friendly way

Have you seen the outcome you were hoping for?

Yes , All my pensions under one umbrella, clearly managed

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

Not applicable.

How has Nathan Smith helped you?

Nathan provides an extremely personal, detailed and careful management of our pension, and all that relates to our financial position.

Have you seen the outcome you were hoping for?

Yes, the pension fund has performed well, and even if that had not been the case, I am confident Nathan would have given appropriate advice.

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

Establishing and operating a SSAS

How has Nathan Smith helped you?

Offers pragmatic and commercial advice; no spin

Have you seen the outcome you were hoping for?

Yes - MW offers the flexibility I was hoping for and a willingness to problem-solve where issues arise