Rhonda Newman

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

I have have been with a financial adviser for many years and when the company I was with were taken over by Perspective I pleased with the excellent advice that I received from Rhonda Newman.

How has Rhonda Newman helped you?

Rhonda outlined the options that were available to my wife and I and we decided that an annuity was the best course of action.

Have you seen the outcome you were hoping for?

Yes. Difficult market conditions at the time of transfer of funds did not help but I believe we got a good result .

What could they have done better?

Nothing.

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

Retirement and large lump sums to invest

How has Rhonda Newman helped you?

Guided us on tax efficient investments and products to protect our capital

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 wife and I inherited money from my family and it was advised by the solicitor to seek financial advise.

How has Rhonda Newman helped you?

She explained the best way to invest our money for the long term and is always available to speak to via the phone or email.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

I am not aware of anything more which Rhonda could have done any better.

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

Have always been open to a third party advisement scheme. Especially concerning previous company business and pension advice. Have been with this company for along period of time. Previously with Mark Redmand

How has Rhonda Newman helped you?

Rhonda has always given a complete picture of my current financial position and I have been able to be completely open to her concerning current family commitments. I can discuss likely outcomes and always leave knowing that Rhonda has given me good service.

Have you seen the outcome you were hoping for?

On current financial position yes. I have yet to solidify my intentions for the longer term but with Rhonda’s help will succeed.

What could they have done better?

Am currently satisfied with service. The face to face meetings that we have are the most important element of our current agreement. I always look forward to these and this basis at present is acceptable,

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

Retirement from work.

How has Rhonda Newman helped you?

Advise on whether I should change my final salary pension to a draw down SIPP.

Have you seen the outcome you were hoping for?

Yes, increased flexibility and addition security for my wife and possibly our two sons.

What could they have done better?

Not very much.