Tean Hatt

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

I have several pension pots and saving accounts with several providers and felt now was the right time to obtain specialist advice on the best way to make my investments work for me

How has Tean Hatt helped you?

Tean and I initially did a full cash flow which included all income, outgoings and investments. We discussed my current and future requirements and from that he developed a plan that meant that I could bring forward my semi-retirement plans

Have you seen the outcome you were hoping for?

Absolutely, I would not be in the position I am now without Tean's expert advice

What could they have done better?

Nothing, Tean was supportive and responsive at all times, I was able to meet in person on several occasions which was extremely helpdul

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

Following early retirement in 2012 we wanted a review of various investments assembled in previous years to ensure we had the right balance to promote growth and future income.

How has Tean Hatt helped you?

We met Tean in 2013 and he assessed the suitability of our widely disparate holdings. Tean is a hugely personable adviser and his patient manner, coupled with his excellent professional skills, guided us accordingly. He carefully considered our circumstances, explained matters carefully. Investments were rationalised to ensure they were balanced and suitable for our needs.

Have you seen the outcome you were hoping for?

Our investments have grown steadily and we are very satisfied

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

Needed financial advice on investment and pension planning

How has Tean Hatt helped you?

Recommended new investment strategy, determined our investment approach, transferred pensions and ISAs for us

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?

Had savings which I wanted to ensure it was invested in the right way to maximize returns

How has Tean Hatt helped you?

Tean provided relevant projections on future cash flow of current state of union, useful tips to consider beyond immediate ask and provided a detailed proposal of how I should invest my savings.

Have you seen the outcome you were hoping for?

Initial advice was great and substantial, awaiting returns now money is invested in recommended options.

What could they have done better?

Nothing comes to mind

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

Getting advice on how best to protect and invest income/ business profit.

How has Tean Hatt helped you?

Tean has helped us organise our finances, including our pensions and insurances. He has also organised an investment portfolio on our behalf.

Have you seen the outcome you were hoping for?

Teans advice and guidance has exceeded our expectations. We couldn’t have asked for any more. We are very grateful for his expertise.

What could they have done better?

Nothing