Tim Stubbins

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

Retirement was coming, so I needed some investment advice

How has Tim Stubbins helped you?

Finding the right balance

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 have saved over the last 20 years for retirement, and I have needed Tims advice for the right investment

How has Tim Stubbins helped you?

From his vast experience of investingYes

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?

Pensions

How has Tim Stubbins helped you?

Advice and planning

Have you seen the outcome you were hoping for?

Yes

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

I have been a client of Charter Financial Planning for about 30 Years. I initially wanted financial and investment advice

How has Tim Stubbins helped you?

Tim has become my adviser following the retirement of Barry Woolley re inheritance tax and investments

Have you seen the outcome you were hoping for?

Investments could have performed better

What could they have done better?

As above Also I think the fees are on the steep side which is why I stopped increasing the amount I put into additional investments many years ago

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

Bad advisors in the past

How has Tim Stubbins helped you?

Helped with pensions and inheritance tax planning

Have you seen the outcome you were hoping for?

too early to say

What could they have done better?

Nothing