Natalie Turner

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

Advice from my accountant

How has Natalie Turner helped you?

She has helped me set up savings for myself and my son, tax efficiently. She has also helped me with insurance products for myself and immediate family. She has also helped me find and consolidate my various pensions and create a strategy to help achieve my long term retirement goals

Have you seen the outcome you were hoping for?

Yes, I am seeing movement towards what I am hoping to achieve

What could they have done better?

No, the service has been excellent and always available when I need her. Also she explains things in very easy to understand terms and is highly approachable.

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

Need for expert advice.

How has Natalie Turner helped you?

In-depth knowledge of the market. An understanding of my situation and the correct application of financial solutions best positioned to meet these and my needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

I'm self employed and wanted a trusted person to help me look after my finances, now and in the future.

How has Natalie Turner helped you?

Natalie has helped me feel more secure about my future through her pension and investment advice.

Have you seen the outcome you were hoping for?

Yes absolutely, the advice Natalie gives is always sound, coming from a place of knowledge and understanding.

What could they have done better?

Nothing, Natalie is my 100% go-to for anything to do with any financial advice.

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

To help my daughters manage my finances and look after my money after losing my wife.

How has Natalie Turner helped you?

Natalie is very knowledgeable, explains everything to me in a way I can understand and we've built up a trusting relationship over a number of years.

Have you seen the outcome you were hoping for?

Yes my savings and investments are invested in funds I feel comfortable investing and the outcomes are favourable.

What could they have done better?

Nothing, I'm very happy with everything Natalie has done to help me understand my financial position.

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

Advice on pensions

How has Natalie Turner helped you?

Set up pension and relevant insurance protection

Have you seen the outcome you were hoping for?

Yes