Aimee Watson

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

Pension advice

How has Aimee Watson helped you?

Aimee was very good at explaining things to me

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 needed confirmation of my understanding, re: annuities vs drawdown, and the pro's and con's for each before I made a decision as to which direction to take.

How has Aimee Watson helped you?

Aimee confirmed my understanding and gave me the confidence to make a decision, safe in the knowledge that I was not making a fundamental error.

Have you seen the outcome you were hoping for?

Yes, I have commenced an annuity application.

What could they have done better?

Nothing, Aimee provided me with exactly what I needed.

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

Pension maturing.

How has Aimee Watson helped you?

Aimee helped me consolidate my pensions and take lump sum

Have you seen the outcome you were hoping for?

yes

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

Taking early retirement

How has Aimee Watson helped you?

Explored and analysed all areas of pensions and future incomes and advised with recommendations taylored to my individual circumstances

Have you seen the outcome you were hoping for?

Yes Been retired since jan 2025 and all is good

What could they have done better?

In my experience nothing Very professional All communication, pension and investment advice was excellent

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

I wanted to invest, for my daughters future.

How has Aimee Watson helped you?

Always very professional.

Have you seen the outcome you were hoping for?

Yes, keep up the good work.