Tanya Topping

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

I received a lump sum of money and wanted to ensure it was safely invested

How has Tanya Topping helped you?

Provides updates on my investments and reassurance on how they are performing. Also helps me understand how the markets perform/react to political changes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Tanya

Very professional and easy to talk to about the best options regarding financial planning

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

Lack of knowledge of the market

How has Tanya Topping helped you?

Given me options to choose from regarding my circumstances

Have you seen the outcome you were hoping for?

Yes think so

Please provide a brief comment about your experience with Tanya

Tanya visited my house to discuss my financial needs which creates a better atmosphere and a more relaxed approach to proceedings. She was very thorough in assessing my needs and expectations in a professional yet friendly manner. I would recommend Tanya for any financial advice.

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

I'm at an age where I needed to look at and review my private pension options and to find out what was best for my future and planned retirement.

How has Tanya Topping helped you?

Tanya understood my plans and requirements from the onset and was able to advise accordingly.

Have you seen the outcome you were hoping for?

It's still in the early stages but from first impressions, it looks promising.

What could they have done better?

As it is still in the early stages and we are still getting to know one another, it is too early to comment but I like what I have experienced so far.