Austin Anderson

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

I wanted to review my financial position and contacted Austin Anderson to assess my existing pension fund

How has Austin Anderson helped you?

Austin reviewed my existing pension fund and put forward a much stronger proposition which convinced me he was the right person to take control of my financial affairs

Have you seen the outcome you were hoping for?

Yes in 1 word

What could they have done better?

I should have reviewed my affairs sooner

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

I wanted to create a pension pot for myself.

How has Austin Anderson helped you?

He was easy to communicate with, listened to my needs and concerns. From this he formulated a plan I was comfortable with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy

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

As I am of retirement age I needed advice on when would be appropriate to retire, the benefits and drawbacks of retiring too early.

How has Austin Anderson helped you?

Austin has provided me with a clear picture of my current pension plan and has given me advice on when best to retire to maximise my income from pension.

Have you seen the outcome you were hoping for?

Yes I can see the forecasted outcome from the advice given and am very satisfied.

What could they have done better?

Nothing at all. Austin is very polite, professional and responsible. The time afforded to me and the advice given has been extremely comforting and appreciated.

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

I was aware of my friends and family having had financial advice and I thought I had also better receive some.

How has Austin Anderson helped you?

Austin has guided my husband and I on our pensions, health insurance and tax advice with regards our properties.

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?

Both myself and my wife were at the age that we needed to re address finances and think seriously about our future and finances.

How has Austin Anderson helped you?

Austin helped us with all aspects of planning from the start to the finish, nothing was too much trouble, his strategies to plan out and help guide us into the future has been exceptional.

Have you seen the outcome you were hoping for?

Yes they certainly have, all areas of guidance have paid off. We feel our financial future will be secure which is a huge help.

What could they have done better?

To be honest I could not of asked for anymore that what Austin has given, he has been professional from the very start.