Mak Wadsworth

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

I was seeking someone to help set up Relevant Life Cover.

How has Mak Wadsworth helped you?

He help me set up Relevant Life cover through our company.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can't think of anything, communication was excellent.

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

I was looking for a relevant life cover policy as I have just had two young children and wanted to make sure that if anything happened to me that they would be covered.

How has Mak Wadsworth helped you?

Mak helped walk me through all the pros and cons of various policies and helped me make my own informed decision as prior to my meeting with him I knew next to nothing.

Have you seen the outcome you were hoping for?

Absolutely he made the process extremely simple once I had picked a policy and kept me up to date with everything that was happening throughout.

What could they have done better?

Nothing at all.

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

We had dealt with an IFA for our Group Life cover for many years. Having been introduced to Mak, I thought it prudent to seek a review & secure alternative quotations from the Market which Mak was very happy to do

How has Mak Wadsworth helped you?

By seeking alternative quotations from across the whole of the Market, Mak was able to provide us with a substantial saving in annual premium, for the same cover & limits, with a top quality InsurerYes, most definitely!

Have you seen the outcome you were hoping for?

Yes, most definitely!

What could they have done better?

Nothing! Everything was faultless, from start to finish

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

To help with my pension

How has Mak Wadsworth helped you?

He has helped me invest it

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 tried to do investments on my own but was fairly unsuccessful.

How has Mak Wadsworth helped you?

He walked me through how my money would be invested and helped me to understand everything. He was very knowledgeable and had no problem answering any questions I had.

Have you seen the outcome you were hoping for?

I am yet to look at the development of my portfolio, but trust that it will be performing well.

What could they have done better?

There were no faults I could pick with the service I received.