David Murden

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

I inherited some money and due to curcumstamces out of anyone's control, David filled the shoes of my previous adviser. He went through vatious options with me and we settled on the one that most suited my needs and investment amount.

How has David Murden helped you?

He came up with a plan which suited my needs; i.e. safe but effective.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

n/a

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

Family inheritance

How has David Murden helped you?

Yes

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?

Spare cash to invest

How has David Murden helped you?

Helped set up accounts, risk profile assessment and took care of the paperwork

Have you seen the outcome you were hoping for?

Yes

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

How has David Murden helped you since your last review?

David is always keen to help with advice on the progress of our investments. He gives clear explanations of the options and then leaves us to decide on actions in our own time. Excellent.

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

Consolidating multiple pensions.

How has David Murden helped you?

Pension advice.

Have you seen the outcome you were hoping for?

Generally, yes but volatile market conditions can be challenging.

What could they have done better?

The online documents and reports could be more user friendly.