Adrian Smith

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

I needed a regulated financial advisor to advise and move my work place final salary pension, which was under funded and defered.

How has Adrian Smith helped you?

Adrian put me in contact with his pensions advisor Mike Tuxford, who listened to my needs and then advised the best way to go about moving my pension. He is extremely knowledgable and answered all my questions and more. I then invested with ASWM into a drawdown pension, and I am very pleased with the investment to date after nearly one year.

Have you seen the outcome you were hoping for?

My investment has risen significantly since being invested with ASWM. I'm very happy with the advice I received and the drawdown pension I am now in. I don't believe I would have been better off if I had invested on my own.

What could they have done better?

I honestly don't think ASWM could have done better than they did with me. Mike put everything accross in a manner that I could understand, and made sure I understood it before I left the building.

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

I wanted to understand the risks of completing my pension opt out option.

How has Adrian Smith helped you?

He and his colleague Mike were very informative on explaining the whole process of opting out of a company pension and also the risks an benefits involved along with the charges incurred. They explained it all in simple to understand terms and could answer all of my questions. They were efficient in completing the transactions and paperwork. I also really liked the way their ASWM analytics tool works to maximise your investment.

Have you seen the outcome you were hoping for?

Early days yet but initial indications are extremely promising on the investments.

What could they have done better?

There were a couple of minor errors in the paperwork, these were quickly rectified when raised.

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

Was looking to retire early at 60.

How has Adrian Smith helped you?

Both Adrian Smith and MIke Tuxford helped me find the right investments to give me income to allow me to retire.

Have you seen the outcome you were hoping for?

I only started investing in April 2017 so its early days, but its going in the right direction.

What could they have done better?

Nothing much really, I'm confident that they have my interests at heart

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

The sale of a property, was the original reason for contacting a Financial Adviser. The sale gave me a large cash sum, which I wanted to invest. I later reviewed my private pension arrangements, and again contacted Adrian.

How has Adrian Smith helped you?

I found Adrian very easy to deal with, he is very informative and put me at ease regarding investing my cash sum. Investing money can be very daunting, Adrian explained the processes in straight forward terms. He explained the possibilities and was very honest with all aspects, of my investment. I was given plenty of time to make my decisions, and never felt under any pressure. I gained confidence from this and later invested a frozen occupational pension, with Adrian.

Have you seen the outcome you were hoping for?

yes both my initial investment and my pension investment, performed much as Adrian predicted. I have invested with Adrian for around nine years, and I am pleased with the outcome. Particularly when the highs and lows of the stock markets are taken into consideration.

What could they have done better?

I don't think he could have done any better, he works hard for his clients.

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

To help with planning for future retirement.

How has Adrian Smith helped you?

I have no hesitation in recommending Adrian as a financial advisor. Adrian helped me and my husband to plan for our future for over nine years. He has always given us good advice and explained all our options in a clear way so that we fully understood. Family finances were my husbands responsibility, so when he sadly passed away I could have felt very vulnerable if it hadn't been for Adrian's continued support. He sensitively helped me deal with all the financial issues after Kevin died by liaising with Chorus Law who dealt with the will and he continues to help me plan for my own future.

Have you seen the outcome you were hoping for?

Yes I feel confident about my financial situation.