Jasmine Abraham

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

I took early retirement and therefore required advice and financial planning

How has Jasmine Abraham helped you?

Jasmine has guided us through retirement strategy, tax efficiencies and risk management

Have you seen the outcome you were hoping for?

Yes, we are very satisfied with the outcome so far

What could they have done better?

I retired at a time that there was a lot of volatility in the market and initially our investments suffered, however, since then TPO have made improvements with their investment tools

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

Consolidation of existing personnel pensions into a SIPP

How has Jasmine Abraham helped you?

Through the transfer process and ongoing reviews of my pension arrangements

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Jasmine

Very polite and informative

Please provide a brief comment about your experience with Jasmine

Jasmine was very easy to talk to and very clear about the steps we would be following. I thought she listened carefully to my information and I feel confident that she will offer sensible advice and create a plan that will work for me.

Please provide a brief comment about your experience with Jasmine

Seems very competent, intelligent and understanding of our position. A thorough first phone call.