Olivia Willetts

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

Not confident enough to take financial decisions.

How has Olivia Willetts helped you?

Outlined and recommended possible solutions to tax and financial planning.

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 was advised to

How has Olivia Willetts helped you?

Tax efficient investments

Have you seen the outcome you were hoping for?

Will not know until the future

What could they have done better?

Don't know

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

Came into a "trust fund" when I was 18

How has Olivia Willetts helped you?

In every possible way. I never knew much about investments or financial planning, but Olivia took the time to explain to me what everything meant and what options I had.

Have you seen the outcome you were hoping for?

Yes

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

I received an inheritance many years ago and needed a financial adviser to invest this money long term.Olivia

How has Olivia Willetts helped you?

Olivia has been instrumental in advising me the best way to continue annual growth in my investments. I have had every confidence with her counsel,

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

I have been yery satisfied with Perspective over a considerable number of years and find it difficult to think of improving the excellent service that i receive.

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

Expert advice required

How has Olivia Willetts helped you?

Provided clear explanations and guidance suitable for our circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing