Anna Stoughton

Please provide a brief comment about your experience with Anna

Anna is helpful and explains procedures thoroughly. A delight to liaise with and responds promptly to any questions. She will patiently talk us through procedures and check on any items we are uncertain about.

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

Starting work and therefore earning money

How has Anna Stoughton helped you?

I was brand new to investment she helped me understand the different level of risk and how to beat invest my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I wanted to invest my money & needed advice from a trusted source.

How has Anna Stoughton helped you?

Being new to investments, Anna confidently answered all the questions I had. She manages my portfolio but she made sure I understood everything before making any decisions. She’s helping achieve my financial goals.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

No complaints! Anna is always honest & it’s clear her clients are her priority.

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

Anna always has time for you. Listens to your concerns, needs and requirements and gets appropriate information to you and guides you to make the right decision to match your needs. Always friendly and efficient and professional.

How has Anna Stoughton helped you?

Looked into my enquiry found out information I needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, listened to requirements found out information needed and guided me how to proceed.

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

I wanted someone trustworthy who could manage my investments

How has Anna Stoughton helped you?

She manages my portfolio

Have you seen the outcome you were hoping for?

Yes so far.