Jim Thomson

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

I needed advice on how best to invest an inheritance I received along with guidance on pensions.

How has Jim Thomson helped you?

Jim did a full review of my circumstances, asking questions about my possible future that I hadn't even thought of or considered. This helped me make more thoughtful decisions about how I might need my investments to perform in the future.

Have you seen the outcome you were hoping for?

We have an annual review meeting which thoroughly covers the performance of investments and pensions showing how things currently stand and a forecast of how they may progress in the future to see if things are still on track. I feel I am given sound advice, explained in terms I can understand, this helps to make adjustments and allows me to feel confident in my decisions.

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

Pension advice.

How has Jim Thomson helped you?

Help me understand how build the best pension pot going forward.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Great team, and client support