Stephen Whittingham-Jones

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

I needed to move my pension from Fidelity and needed advice on an alternative,

How has Stephen Whittingham-Jones helped you?

He went through all of the available options and made it clear to me - benefits versus risks.

Have you seen the outcome you were hoping for?

Yes - it was a very long process over 3 months but I received exactly what i was looking for.

What could they have done better?

I honestly believe there was not much more he could have done. Although I would have liked the outcome quicker Fidelity proved to be a very difficult pension provider and there staff were very unhelpful.

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

To transfer and drawndown on a pension fund

How has Stephen Whittingham-Jones helped you?

Steve ensured that the decision to transfer and drawdown on a small pension fund I had from a previous employment was the right decision for me. He reviewed my current financial planning strategy and made recommendations to my future planning.

Have you seen the outcome you were hoping for?

Yes. I am pleased with the outcome.

What could they have done better?

I cannot think of anything that would improve the outcome of Steve's work for me. I received the outcome I was expecting in the expected time frame. I was keep updated regularly with progress of the transfer of my pension. Steve was always able to explain the process and answer any queries I had.

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

I wanted to move an occupational pension into a scheme that allowed drawdown.

How has Stephen Whittingham-Jones helped you?

He advised us what we needed to do and the best way to do it.

Have you seen the outcome you were hoping for?

Yes, everything that was requested was achieved.

What could they have done better?

Nothing much really. His communication was good and we were kept in touch with the process at every event.

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

Old pensions merged

How has Stephen Whittingham-Jones helped you?

Reinvested both pensions in one

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?

Accessing a cash lump sum from my pension.

How has Stephen Whittingham-Jones helped you?

He sorted out my old pe.nsion, obtained the lump sum and re invested the remainder of my pot.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. All was brilliant.