Angela Maher

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

Planning ahead for the future

How has Angela Maher helped you?

Given me great advice , straight talking and makes sense of everything

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

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

I wanted to ensure I was appropriately planning financially for the future

How has Angela Maher helped you?

Over the years, Angela has given me invaluable financial advice and guidance enabling me to better plan for my future.

Have you seen the outcome you were hoping for?

Since Angela has been managing my portfolio my expectations have been exceeded.

What could they have done better?

Nothing

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

Dealing with 24hr retirement: the need to invest my lump sum for future retirement income. How to deal with some capital losses. How to manage my finances, eg, tax planning, short & long term savings. Managing my complex inheritance situation.

How has Angela Maher helped you?

She has put my money into excellent investments; my tax payments are structured; my capital losses offset; I am making savings correctly; she introduced me to a great solicitor who has sorted out my Will and, between them, navigated my future inheritance to my satisfaction

Have you seen the outcome you were hoping for?

Absolutely. The investments are performing well beyond expectations; I am no longer worried about money on a day to day basis, I have my tax planned out, regular savings and a stable budget. My future is secure and my Will has done as much as possible to protect my inheritance as I want it to be distributed.

What could they have done better?

Honestly, nothing - Angela is fantastic, hugely knowledgeable, speaks in plain English and explains everything clearly. She gives you the knowledge to contribute to a collaborative plan for your financial decisions. She has many links inside her business world that can help you out. All her staff are delightful, friendly and professional. I couldn't think of a single thing that could have been done better.

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

I'd set up a new business and didn't have a pension so needed some advice.

How has Angela Maher helped you?

For the last 13 years, I've had a plan in place with a pension pot which had delivered a good return over that period. Angela and the team are friendly and responsive.

Have you seen the outcome you were hoping for?

Yes, I've been very pleased with the advice and the plan that is in place.

What could they have done better?

I'm satisfied with the service and advice.

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

Angela has been my adviser for 30 years or so

How has Angela Maher helped you?

Angela has provided me with good advice on a regular basis particularly as retirement approaches

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything