Wayne Griffiths

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

As a business owner I am limited with time and we needed advice across pensions, wealth management, company structures etc.

How has Wayne Griffiths helped you?

Wayne has helped across investments, ISA's, pensions and mortgage advice. Special mention to Rebecca Matthews who has been excellent with pension advice.

Have you seen the outcome you were hoping for?

Early stages, bit confident in the results

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

Needed a new advisor

How has Wayne Griffiths helped you?

Looked at investment and changed funds to suit needs

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

Nothing I can think of

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

Needing an advisor who would make a personal visit on at least an annual basis to review our savings provision

How has Wayne Griffiths helped you?

Has reviewed our situation as above

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

No further comments

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

Previous adviser retrired

How has Wayne Griffiths helped you?

Managing ISA investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More frequent contact

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

Pensions

How has Wayne Griffiths helped you?

All our pensions are now in 1 place and earning us more money

Have you seen the outcome you were hoping for?

Yes