Neil Henderson

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

I inherited a large sum of money

How has Neil Henderson helped you?

He assessed whether I was a Cautious Saver or otherwise. He explained clearly how my money was to be invested. He visited me at my home and gave good impartial advice on my spending. He gave me confidence in my financial dealings.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I could be less cautious but that is not my wish.

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

Needed advise during a remortgaging process and wanted to set up a new financial plan for the next 5-10 years.

How has Neil Henderson helped you?

Neil was fantastic from start to finish, combining his personable character with an excellent attention to detail, to ultimately build a clear and comprehensive financial plan with guidance as to how we should approach day-to-day spending, pensions, and protection planning.

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?

Retirement, whereby my Wife and I received a lump sum payment each and required careful investment for our long term future.

How has Neil Henderson helped you?

Neil, has provided a balanced and reasoned perspective, offered a number of alternatives that afford ourselves to make an informed choice as to the direction and balanced risk to our future finances.

Have you seen the outcome you were hoping for?

We are very much at the start of our journey and therefore there can be reflection upon either Neil or the advice at this point in time.

What could they have done better?

Nothing.

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

The need for advice on investing savings

How has Neil Henderson helped you?

By providing advice in a clear and friendly manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None that I can think of

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

A feeling that we could maximise the money we had and future income.

How has Neil Henderson helped you?

He has advised us on being slightly more proactive with finances and given us the confidence to know that hopefully we have planned adequately for the future.

Have you seen the outcome you were hoping for?

Yes, I feel happy knowing that Neil is monitoring the finances and that if anything needs to be done he will either do it or tell us what we need to be doing.

What could they have done better?

Nothing. At the moment we’re happy with the service.