Ryan Haynes

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

Downsizing

How has Ryan Haynes helped you?

Help me to invest my cash for my retirement

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

N/A

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

I set up my own business coming up for 2 years ago, in that time i had paused my private pension and my accountant recommended that i start mine up again to reduce my corporation tax. I had met Ryan at a network event so contacted him.

How has Ryan Haynes helped you?

Ryan has helped consolidate my existing pensions into one place when that was for the best leaving my public sectors ones alone, he also helped me plan for retirement generally as well as investment saving for my childrens futures.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, really good communication and explanation of difficult subjects.

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

I had known for a long time that my personal finances were slowly becoming more and more disjointed and that I was now getting to an age where planning and organisation needed to be the order of the day. I knew that I needed good trustworthy professional help.

How has Ryan Haynes helped you?

Ryan straight away put my mind at rest and reassured me that where I found myself was completely normal and that nothing was beyond a point where it couldn't be resolved. Ryan quickly collated a plan of times that we needed to address, which mirrored what I had been trying to get to for some years. We have began working through this systematically and now getting my own finances and retirement plans organised.

Have you seen the outcome you were hoping for?

Yes, I now have a very clear view of my total pension fund having had Ryan collate the various policies into one place. We have also developed the first financial retirement plan, which gives me great assurance.

What could they have done better?

Genuinely nothing. Ryan has worked with me and bee flexible with my last minute changes of circumstance.

Please provide a brief comment about your experience with Ryan

Good time spent talking about protection options for me and my family.

Please provide a brief comment about your experience with Ryan

We discussed investments and Ryan helped me understand them in a simple and easy way