Kristen Cunliffe

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

We needed advice on investments and having had guidance from Kristen in the past we had no hesitation in calling on her again.

How has Kristen Cunliffe helped you?

Kristen's friendly approach and jargon-free advice made what could have been a confusing situation straight forward.

Have you seen the outcome you were hoping for?

Too early to say!

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

I needed good advice for my pension plan.

How has Kristen Cunliffe helped you?

She has created a good pension pot for me due to her knowledge and professionalism.

Have you seen the outcome you were hoping for?

Absolutely and more!

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

I was looking for someone to provide support and advice based on my own individual financial situation.

How has Kristen Cunliffe helped you?

Kristen has been immensely supportive in helping me work through my financial challenges and create clarity.

Have you seen the outcome you were hoping for?

Yes, absolutely. I now have a plan of how to move forward.

What could they have done better?

Nothing at all.

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

I had been through a long divorce with Barker Booth and Eastwood ( Donna Amos ) who were fantastic , which resulted in me getting a pension sharing order . Kristen Cunliffe was recommended by the solicitor and she was fantastic! She dealt with my pension being secured and she took out all the stress by helping me with the paperwork and communication. I cannot recommend Kristen highly enough !

How has Kristen Cunliffe helped you?

Kristen helped me secure my pension . She communicated so well and gave me the confidence and took all the stress. She is fantastic

Have you seen the outcome you were hoping for?

Absolutely 100% . It could not of been a better outcome .

What could they have done better?

Nothing , absolutely fantastic!

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

I wanted a trusted and experienced advisor...

How has Kristen Cunliffe helped you?

Kristen took time to sit down with me and understand my needs, my level of understanding on what I had in place and what I want for the future. Nothing was too much trouble and I loved the advice she shared with me, with no obligation to buy from her / work from her. I chose Kristen due to her expertise, knowledge and thorough advice and offer of continued support...

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing, I am happy with everything that Kristen has done for me and I am sure I will be back for more help in the future.