Rebecca Aldridge

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

My transfer of pension from a company scheme

How has Rebecca Aldridge helped you?

She has provided advice and support in helping me plan for my retirement

Have you seen the outcome you were hoping for?

Yes, I will now be retiring at the end of this month

What could they have done better?

I am happy with all assistance received to date.

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

Managing our finances

How has Rebecca Aldridge helped you?

Good investments

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?

Following the sale of my business I needed advise on financial planning

How has Rebecca Aldridge helped you?

Beccy has been brilliant. She explains everything really well and has taken the time to get me as a person as well as part of a family and a business. She understands my goals and what is important to me.

Have you seen the outcome you were hoping for?

Yes I have a better understanding now and reassurance about my future plans

What could they have done better?

I dont think there is anything

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

Trying to work out what to do with my pension and redundancy payment.

How has Rebecca Aldridge helped you?

We have a plan , know where we are and get advice on other ideas we are looking at.

Have you seen the outcome you were hoping for?

Yes we are in a good place and have ideas on how to move forward.

What could they have done better?

As the company has grown it's been harder to get hold of Rebecca ,which we can understand, although she was the reason why we signed up with them.

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

We were nearing retirement and needed some help to work out how best to move forward into this next stage of our lives.

How has Rebecca Aldridge helped you?

Rebecca has helped us to set our financial priorities for retirement. She has provided clear forecasts for us. She has set out a SMART financial plan for us and helped us to achieve our goals. She has answered my questions clearly using layman's terms so that I feel that I now have a much better understanding of our finances and how to manage them effectively.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The written and verbal information concerning pricing for services could have been more explicit in the first instance as there is such a lot to take in during the initial meetings.