Amanda Green

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

Did not have the ability to manage investments

How has Amanda Green helped you?

I feel she has advised wisely.

Have you seen the outcome you were hoping for?

Yes given the constraints of the economic situation.

What could they have done better?

No comment

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

Managing a SIPP on my retirement

How has Amanda Green helped you?

I was very unhappy with the original investment company. Amanda gave me the confidence to switch to Close Brothers and the outcome has been excellent. She is a good listener, trustworthy, understands my financial requirements and provides wise advice to suit my particular circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I really cannot think of anything

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

25 years ago, circumstances changed with capital to invest

How has Amanda Green helped you?

Carried on with previous investment staus

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we can think of

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

Financial advice was provided as part of my working remuneration. I decided to continue with an adviser after retiring. We followed Amanda to Close Brothers when she changed company.

How has Amanda Green helped you?

Amanda's reviews make sure that we continue to consider our future and to keep our affairs up to date (e.g. via Powers of Attorney).

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are not aware of anything.

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

On early retirement in 1996 I had a significant amount to invest. The original adviser's firm was taken over by Close Bros.

How has Amanda Green helped you?

My wife and I look for sound advice from someone we trust and understand without having to be involved in the management of our investment. We are confident that Amanda will be there if we need her. Annual review meetings work well.

Have you seen the outcome you were hoping for?

The relationship has worked well.

What could they have done better?

Nothing springs to mind. Looking at the questions on VouchedFor, I had to google to find out what this is! As there is nowhere in the questions to say this, they are all answered 'neutral' or 'no.'