Amy Burge

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

I didn't have a clue so need assistance

How has Amy Burge helped you?

I believe she has

Have you seen the outcome you were hoping for?

Don't think it could have been any better .Definitely would have been a lot worse without her help

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

Getting to retirement age and looking for good advice.

How has Amy Burge helped you?

Amy has offered great balanced advice and has always been available to help.

Have you seen the outcome you were hoping for?

Yes in every aspect.

What could they have done better?

N/A

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

Review of pension and drawdown

How has Amy Burge helped you?

Very clear information and swift handling of my needd

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Amy

We had an very positive initial meeting with Amy. She was approachable, answering all our questions and providing clarity regarding next steps. She was very responsive and initiated timely follow up.

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

Retiring and needed a company I could trust to handle my financial needs.

How has Amy Burge helped you?

Good clear and concise advice, pointing me in the right direction to meet my goals for retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of all goals were met.