Rafal Amer

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

Rafal took over from my previous sjp adviser

How has Rafal Amer helped you?

Rafal provided sound investment advice

Have you seen the outcome you were hoping for?

yes

Please provide a brief comment about your experience with Rafal

Rafal has provided sound advice regarding both investments and tax

Please provide a brief comment about your experience with Rafal

Very positive interaction. Always responsive-he understands our aims and objectives and helps us to achieve them.

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

I recently sold a property and I was unsure what the most tax efficient and best savings vehicles there would be for me. I wanted to look at what my financial future would look like if I make various different investments. Rafal was able to clearly outline the different pathways I could take using his amazing cash flow modelling tool and providing adequate advice to back that up.

How has Rafal Amer helped you?

Rafal helped me utilise my allowances and help me lay out a long term plan to manage my money for the long term future.

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?

I wanted to start saving for my future and was unsure where to start and what the best options would be for me.

How has Rafal Amer helped you?

Rafal has helped me decide the most tax efficient and best long term plan in order to help me achieve my long term plans. He provided great advice and continues to monitor my investments, and I find our meetings extremely useful and engaging.

Have you seen the outcome you were hoping for?

Yes - the investments that I have made have done very well, and without his advice I wouldn't have a clear financial vision for the future.