Owen Morgan

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

N/a

How has Owen Morgan helped you?

N/A

Have you seen the outcome you were hoping for?

N/A

What could they have done better?

Nothing

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

Prospect of redundancy and consequent potential retirement

How has Owen Morgan helped you?

As highlighted above with pension and investment advice

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Too early to say

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

.

How has Owen Morgan helped you?

Sound advice.

Have you seen the outcome you were hoping for?

N/A

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

It was taking me sometime to get all my pensions in one place, I was advised to find a financial planner, luck for me someone recommended Own, Everything was explained to me in a easy to understand way,

How has Owen Morgan helped you?

helped with my pension, getting them all in to one place, and reinvesting for me,

Have you seen the outcome you were hoping for?

the out come was a lot better then I could have expected,

What could they have done better?

In my opinion I don't think Owen could have done anything better, very knowledgeable about his job, took an interest in me and what I wanted for the future,

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

Closure of works pension scheme.

How has Owen Morgan helped you?

Understanding financial markets

Have you seen the outcome you were hoping for?

I have.