Karl Wolstencroft

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

Needed advice on saving for our future and retirement.

How has Karl Wolstencroft helped you?

He helped us set up an investment portfolio and is in the process of advising us on our pension options.

Have you seen the outcome you were hoping for?

Yes we our getting a good return on our investments.

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

pension ,insurance and finacial help.

How has Karl Wolstencroft helped you?

Karl helped with all the above in a Professonal and Personal way.

Have you seen the outcome you were hoping for?

All been sorted and the outcome is more than i anticipated Great.

What could they have done better?

I dont think anything could have been done any better

How has Karl Wolstencroft helped you?

Very good experience. Very comfortable and at ease in his company. He researches very thoroughly. He explains things very clearly. He gives us confidence to invest in the products he suggests and he has never let us down.

What could they have done better?

Nothing comes to mind

How has Karl Wolstencroft helped you?

Karl provides me with very efficient financial guidance - Visits my home, and offers help with future planning and all aspects of my investments and savings. I am retired and it is probably more important now to have his help in all financial matters.

What could they have done better?

Very little - I have had good advice and my income is growing with Karl's advice

How has Karl Wolstencroft helped you?

Karl keeps to appointment times Gives excellent advice Is very efficient moving things around for best returns Above all he is a friendly person you can talk to

What could they have done better?

Nothing really.