Tean Hatt

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

My impending retirement

How has Tean Hatt helped you?

Through reviewing, proposing options and simulating my future financial situation against my favoured options. Then implementing my chosen route through the most competitive 3rd party providers.

Have you seen the outcome you were hoping for?

Yes, the agreed investment plans have been implemented in full.

What could they have done better?

No specific suggestions.

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

I was looking for advice following myself and my children inheriting part of my fathers pension.

How has Tean Hatt helped you?

He's helped take all my pensions, and put them into one account, where it's invested at a level of risk that I feel secure about. He's also been able to set up my children's pension, which I feel confident they will be in a good place when they hit retirement age.

Have you seen the outcome you were hoping for?

Yes, I now feel confident that my investments are working harder, and the fact that they are monitored by VW gives me a lot of reassurance.

What could they have done better?

I don't have any recommendations for improving. Meetings are well managed, and communication is excellent.

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

Prepare for my retirement

How has Tean Hatt helped you?

Team has been very honest and professional throughout the whole process, giving me honest and constructive feedback

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Reviewing over all pension and investment position.

How has Tean Hatt helped you?

Review existing investments, helped with pension and ISA consolidation and transfer. Regular review of retirement projections.

Have you seen the outcome you were hoping for?

Yes, so far.

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

To consolidate disparate holdings and improve monitoring of investments as we previously did not know the overall picture.

How has Tean Hatt helped you?

Our investments were consolidated under one investment platform. Investments were changed and performance has been very good over the years.

Have you seen the outcome you were hoping for?

Yes. Solid performance.