Olivia Shipstone

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

My partner has moved from Teaching to being self employed and so needed to get pensions advice.

How has Olivia Shipstone helped you?

We've both subsequently set up pensions with Olivia and she's helped consolidate my old work pensions. She has also helped put together a retirement plan with good advice about what preparations we'd need to make.

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?

I required a new financial advisor a few years ago who could help me with my pension forecast.

How has Olivia Shipstone helped you?

Olivia helped me transfer my pensions into 1 a few years ago. Since then she has invaluable giving advice to my family for my future pension forecast.

Have you seen the outcome you were hoping for?

I am pleased with the projection currently.

What could they have done better?

Happy with everything.

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

We were left an inheritance which we wanted to invest wisely

How has Olivia Shipstone helped you?

Olivia has helped to do this by finding good products to invest into. She sets a review period and is always available to contact via phone.

Have you seen the outcome you were hoping for?

Yes we have. You do need to remember that products fluctuate either up or down, but Olivia is very astute and helpful

What could they have done better?

Nothing the service offered to us has been very good.

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

I wished to retire early and realised I needed support with financial advice from an expert.

How has Olivia Shipstone helped you?

Olivia has been such a massive support over the years . She has helped me to complete a Will and also create a pension option so that I can hopefully retire early .

Have you seen the outcome you were hoping for?

Indeed I have , the advice has led to sound investment opportunities . Annual reviews have taken place and been so supportive, personal and helpful.

What could they have done better?

Nothing ! Brilliant supportive service . It’s made me feel so relieved .

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

We set up our own business and required advice.

How has Olivia Shipstone helped you?

She has made a clear and succinct plan that helps us to achieve our financial goals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There is nothing we consider of note to be improved.