Helen Brown

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

I was coming up to taking early retirement when I first started speaking to Helen.

How has Helen Brown helped you?

Helen has guided me through the process of collating my finances and helping me to arrive at the best way to fund my retirement.

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 review my pension options with a possibility of early retirement.

How has Helen Brown helped you?

Helen reviewed all my current outgoings, pension savings and contributions. A feasibility study was completed subject to me making an informed decision on an early retirement date.

Have you seen the outcome you were hoping for?

Yes, I have made the decision to retire early and Helen has handled all the necessary transfers including receiving my tax free lump sum and drawdown monthly payments.

What could they have done better?

Excellent service and communication, I do not believe anything could be done any better.

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

Retirement

How has Helen Brown helped you?

Planned and advised on income

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?

My husband and I wanted to invest money that was received after retirement.

How has Helen Brown helped you?

Helen has advised us on the best way to invest our money although we are a little risk averse.

Have you seen the outcome you were hoping for?

We have only recently invested in the past month or so, so very early in our investment journey.

What could they have done better?

Nothing, Helen's advise was very helpful and informative.

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

I wanted financial advice regarding my pension and investment advice also

How has Helen Brown helped you?

Helen spent time with me to understand my current financial position and future plans. Helen advised us, based upon our tolerance for risk score and then created a written bespoke financial plan

Have you seen the outcome you were hoping for?

The investment is in its early stages and therefore it is too soon to quantify

What could they have done better?

Nothing