Rachel Stewart

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

I was looking for someone to help me out with long term planning, including pensions and savings.

How has Rachel Stewart helped you?

Sound, sensible advice. She knows her stuff! It is also good to have regular check ins so as circumstances change, you can plan accordingly. I introduced others in my family to Rachel, so it's comforting to know they are looking after themselves too.

Have you seen the outcome you were hoping for?

I feel much more confident that I am taking steps to secure my financial future - not taking a scatter-gun approach and hoping for the best that I used to! Really, it's too important not to take professional advice.

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

To prepare for retirement.

How has Rachel Stewart helped you?

Always available to give advice and support.

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?

We needed a review and update of our financial circumstances.

How has Rachel Stewart helped you?

Rachel patiently and carefully spent time with us and then diligently studied our circumstances and prepared a range of options for our consideration. She offered her expertise while always ensuring that it was our decision that mattered. At no time were we ever pressurised.

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?

I needed advice on how to best plan finacially ahead, how to use/ access my company's profits in the most tax efficient way and much more.

How has Rachel Stewart helped you?

She helped me with understanding the way how it is best to plan financially, what are good ways to plan ahead and she reviewed and then streamlined my current pensions.

Have you seen the outcome you were hoping for?

I am only at the beginning of what seems a great journey with someone who cares and knows her way around everything financial planning.

What could they have done better?

Nothing. I am very happy.

This review is a follow-up review from a client who left a review previously.

How has Rachel Stewart helped you since your last review?

I did not wish a one to one meeting