Andrew Hall

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

I inherited a pension after losing my partner and I needed help with financial planning.

How has Andrew Hall helped you?

Andrew has gone out of is way to listen to my specific needs and has offered advice and products to meet those needs,

Have you seen the outcome you were hoping for?

Yes, although the investments are new so its early days.

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

I’m not very financially savvy

How has Andrew Hall helped you?

By setting out options whilst realising my other possibilities and expertise

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Less paperwork more bullet points

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

Needed advice about my pension

How has Andrew Hall helped you?

He has made sure my pension is invested in the right place. Also advised about getting a will and POA sorted out.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of.

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

He was my late husband's adviser

How has Andrew Hall helped you?

Yes

Have you seen the outcome you were hoping for?

Sort of

What could they have done better?

Not Andrew's fault!!

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

Integration of a number of pension plans into one portfolio

How has Andrew Hall helped you?

Given great advice about maximising my pension and financial return over the medium to long term

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They couldnt