Natalie Donnell

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

My dad required long term care.

How has Natalie Donnell helped you?

Natalie provided clear and helpful advice, and arranged an immediate needs annuity to help with the costs of dad's care.

Have you seen the outcome you were hoping for?

The annuity is now in place.

What could they have done better?

There were a lot of moving parts and Natalie and her colleagues had to deal with several third parties. Some third parties were slow to respond. More chasing might have helped move things forward more quickly.

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

Looking for pensions advice as in lots of different pots and struggled to understand them all and their value

How has Natalie Donnell helped you?

Understanding the difference between Defined contribution and Defined benefit pensions, forecasting and financial planning ready for when I retire

Have you seen the outcome you were hoping for?

I was really pleased with Natalie's support and advice in understanding the makeup and forecast of my pension pots

What could they have done better?

No, all advice was professional, supportive and beneficial, I feel a lot more confident in my pension future

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

Seeking advice about financial position to retire.

How has Natalie Donnell helped you?

Taking complete novices through the complicated process of what to do to make the best investments for our retirement. This involved a great deal of handholding. Natalie could not have given us a better more forthright service.

Have you seen the outcome you were hoping for?

We certainly have, and we will be ready to retire as planned.

What could they have done better?

Nothing that we are or were aware of.

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

The advisory service is part of my pension investment.

How has Natalie Donnell helped you?

I think the main think Natalie has helped with is raising my awareness and focus on working more efficiently with my my current and long term financial plans.

Have you seen the outcome you were hoping for?

Work in progress, I am very confident Natalie is providing solid advice to achieve future goals.

What could they have done better?

This would have been on me to have looked into this sooner.

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

We have been clients of True Potential and Flying colours for a number of years to assist with our financial planning affairs.

How has Natalie Donnell helped you?

Natalie has helped navigate our pension and inheritance concerns, in particular assisting with our understanding of inheritance tax.

Have you seen the outcome you were hoping for?

Yes, we have made a number of decisions which have been balanced by Nataie's guidance.

What could they have done better?

Nothing that we are aware of.