Carol Dickens

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

Retirement, needed help with pension money, best use for me and my family.

How has Carol Dickens helped you?

Initially with the transfer of my pension fund into an appropriate a/c

Have you seen the outcome you were hoping for?

Yes ,have been happy with the progression over the seven years.

This review is a follow-up review from a client who left a review previously.

How has Carol Dickens helped you since your last review?

Looking into investing my savings

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

My husband passed away and left some money

How has Carol Dickens helped you?

She's looking into investing the money to grow and bring in a regular income.

Have you seen the outcome you were hoping for?

Not yet Carol is still investigating..

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

Requiring financial advice

How has Carol Dickens helped you?

By providing that advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with the efforts on my behalf

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

Husband being made redundant and then working for himself

How has Carol Dickens helped you?

Yes we understand our financial position for the next years of our retirement

Have you seen the outcome you were hoping for?

Yes I feel confident about our future

What could they have done better?

Nothing Carol and her team at New Vision have always made themselves available to help us with our finances. We feel confident about our future finances.