Naomi Haynes

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

I wanted clarity on my Retirement Planning.

How has Naomi Haynes helped you?

I recently apply for income protection. Naomi explained the process step by step, kept me informed during the application process and helped me understand the costs and the level of protection I could expect.

Have you seen the outcome you were hoping for?

I couldn't ask for a better Financial advisor!

This review is a follow-up review from a client who left a review previously.

How has Naomi Haynes helped you since your last review?

Naomi continues to deliver service tailored to our needs. She is always attentive and provides appropriate options for us to consider going forward with our planning. We look forward to continuing our relationship with Naomi and would recommend her without hesitation.

This review is a follow-up review from a client who left a review previously.

How has Naomi Haynes helped you since your last review?

Naomi is brilliant, she goes over and beyond to deliver an excellent service. She has been super helpful and supportive in providing me with the advice and documentation suitable to my financial circumstances.

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

I wanted advice on when and how to draw on pensions.

How has Naomi Haynes helped you?

Naomi was extremely helpful. I thought I had a fair handle on my financial affairs however talking to Naomi opened new avenues and clarified various considerations I had no idea about. She is great an explaining complex concepts in lay person terms. I found the advice had a real positive effect on my financial outlook. I recently had to make a financial decision not connected directly with what Naomi is handling for me, she was my first port of call for advice. She showed me that my initial thoughts didn’t take into account various factors that completely changed my decision.

Have you seen the outcome you were hoping for?

Thus far I have.

What could they have done better?

Nothing comes to mind.

This review is a follow-up review from a client who left a review previously.

How has Naomi Haynes helped you since your last review?

She has kept in touch regularly and supported with our long-term investment portfolio, and also ongoing reviews of our short term cash availability. She has also agreed to advise our grand-daughter with a maturing trust fund.