Emma McNulty

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

Following a change in personal circumstances I was in receipt of a lump sum and wanted some financial advice regarding investment and savings options.

How has Emma McNulty helped you?

Emma has taken time to understand my situation and has presented me clear and appropriate advice. Her caring and supportive approach has enabled me to confidently move forward with my financial planning.

Have you seen the outcome you were hoping for?

Yes as I now have a plan in place which will help support my future financial goals.

What could they have done better?

Nothing as both Emma and her colleagues have done exactly what they said they would do and have kept informed every step of the way.

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

Retirement

How has Emma McNulty helped you?

Emma went through the options in a professional manner.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No. Emma explained everything very clearly to me.

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

Financial planning for retirement

How has Emma McNulty helped you?

Comprehensive advice in an understandable format

Have you seen the outcome you were hoping for?

Yes

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

I reached a point where my savings and income were going to surpass situations whereby i could accurately and correctly make the best decisions for the long term growth of my finances.

How has Emma McNulty helped you?

Emma has helped me put in place life assurance, private pensions and also with day to day advice. Emma has always spoken to me on the phone when needed and we've been able to manage our relationship whereby it works for both of us. I don't have to think about what I should or should not be doing as Emma is the safe pair of hands which i know is taking care of those decisions for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, if ever I have misunderstood anything, Emma has always been willing to pick up the phone to me and help clarify it again.

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

Pension planning advice offered by employer

How has Emma McNulty helped you?

Detailed and ongoing review of pension investments to align with agreed level of risk

Have you seen the outcome you were hoping for?

Yes, pension growth in line with expected returns