Keith Brace

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

I was never someone who had any interest in learning about stocks and shares, but wanted my money to work for me. Keith takes all the heard work out of finding and reviewing where to put my savings to get the best return - and I have not been disappointed

How has Keith Brace helped you?

I have now known Keith for many years, he also supports other members of my family, and I have recommended him to friends. He is always very professional and gives me sound advice and reassurance (when my circumstances changed recently)

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?

Needed someone who had a expert understanding of pensions and investments.

How has Keith Brace helped you?

Keith, has always explained the complexity of investments and pensions in easy to understand layman's terms.

Have you seen the outcome you were hoping for?

Yes I have. Obviously the markets can change, but my returns have been excellent.

What could they have done better?

Nothing I can think of to be honest. Just keep on doing your excellent work.

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

To help me plan out a financial plan for the future.

How has Keith Brace helped you?

Keith was able to help me organise my funds and create a future plan for retirement. Keith advise and help have made a huge impact on my finances and made me see how I can reach my goals.

Have you seen the outcome you were hoping for?

Yes I have seen the benefits already and can't wait for the next steps in the upcoming months/years

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

Personal circumstances dure to divorce.

How has Keith Brace helped you?

Completed drawdown to enable me to pay off my mortgage and now get a regular pension from my investment

Have you seen the outcome you were hoping for?

More than I was expecting.

What could they have done better?

Nothing.

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

Approaching retirement and I needed to understand my options and my financial status.

How has Keith Brace helped you?

Enormously - I am now fully aware of what I hold in my pensions. Most of it is consolidated in one pot and it has been growing healthily for the last few years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing! Keith has gone out of his way to help me with both my own pension but also in managing my mother's finances