Eugenie Cameron

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

We needed help with retirement planning and cashing in the plans.

How has Eugenie Cameron helped you?

We now have a comfortable income and are both enjoying our retirement.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

We do not feel anything could of been done better. We had numerous meetings discussing what we felt and Eugene thought and made decisions together pension planning cashing them in.

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

I felt lost with all the different pension information online. I was worried about breaking tax rules by mistake, as getting tax wrong can cause big problems. Eugenie made everything simple for me. She turned what seemed like a confusing maze of money rules into easy steps. Her clear advice helped me take action when I felt stuck and confused before.

How has Eugenie Cameron helped you?

Eugenie has helped me tremendously with my pension planning. She sorted through all the confusing pension information for me and set up my SIPP without any fuss. Thanks to her help, I now have a properly organised pension that follows all the tax rules, which gives me great peace of mind.

Have you seen the outcome you were hoping for?

Yes, definitely! Eugenie helped set up my SIPP quickly, found a good fund that matched what I wanted, and helped me manage my companies tax. She handled everything professionally and carefully, giving me exactly what I needed. I feel relaxed knowing my pension is well-organised and follows all the rules.

What could they have done better?

I can't think of anything Eugenie could have improved to make my experience any better. From our first phone call to setting up my SIPP, her knowledge, communication and care were excellent. She explained things in a way that was easy to understand, making it feel pretty straightforward.

Please provide a brief comment about your experience with Eugenie

Useful, well informed advice. Eugénie was easy to talk to and very helpful.

Please provide a brief comment about your experience with Eugenie

Really nice to deal with. Offered me some good advise.

Please provide a brief comment about your experience with Eugenie

Really helpful and clear advice, delivered in a professional personable manner.