Rhonda Newman

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

Management of my pension portfolio

How has Rhonda Newman helped you?

Management of the portfolio and keeping me up to date with legislation etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hard to come up with anything specific

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

I needed financial advice for my mother's financial affairs

How has Rhonda Newman helped you?

I have been using Rhonda for many years to look after my mother's estate. Her advice and approach has been consistent and valuable.

Have you seen the outcome you were hoping for?

Yes. The advice has been valuable.

What could they have done better?

Nothing in this case.

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

Rhonda Newman was recommended to us.

How has Rhonda Newman helped you?

Insuring that we were fully up to date with the changes in inheritance taxation rules. Insuring that our assets were below the inheritance tax new rules.

Have you seen the outcome you were hoping for?

Not applicable at this date.

What could they have done better?

Not applicable at this date.

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

Rrcceipt of my inheritance when my father died in 2012

How has Rhonda Newman helped you?

She has much more knowledge of the financial world than I doand has advised me accordingly.

Have you seen the outcome you were hoping for?

Yes

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

Early retirement with a severance package and my father's death (inheritance)

How has Rhonda Newman helped you?

Investing, advice and always easy to talk to.

Have you seen the outcome you were hoping for?

Yes this year, but years do vary

What could they have done better?

I dont think anything could be done better.