Bernard Rust

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

Inherited some money and wanted advice on how best to invest it.

How has Bernard Rust helped you?

Bernard has provided great advice on investing with Stocks & Shares GIA and ISAs. I was nervous at first investing in Stocks & Shares, as I didn't know anything about them and had only previously put savings in cash accounts. Bernard was really great at explaining the process, helping me understand the pros & cons and making sure I invested in the most appropriate risk-profile that suited me.

Have you seen the outcome you were hoping for?

Yes - I now feel more confident in investing in stocks & shares with Bernard's guidance.

What could they have done better?

Nothing

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

I was looking to invest the proceeds of the sale of several investment properties.

How has Bernard Rust helped you?

Bernard took the time to really listen to what I wanted, he explained the options clearly in non-technical language and then offered a range of options (giving his advice on which would best suit my needs). He then did exactly what he said he would do in a prompt and efficient manner to make it all happen.

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?

Receiving a payout in share iptions

How has Bernard Rust helped you?

We have planned together the risks I want or do not want to take. What income is required for my retirement lifestyle. Does not over sell or push products in which I have no interest. Professional, timely providing a quality service.

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

Not let Liz Truss be prime minister. Depose Putin. Prevent Trump becoming president for a second term. Help expose Farage/Reform for the Charlatans they are !

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

I have been involved with Bernard for over 10 years now

How has Bernard Rust helped you?

always been helpful and actioned any requests professionally

Have you seen the outcome you were hoping for?

the outcomes have been expected

What could they have done better?

nothing

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

Recent changes in my work patterns and income. Multiple pensions throughout the working life. Best options available.

How has Bernard Rust helped you?

He has provided some insightful advise and support around pensions, and long-term financial planning.

Have you seen the outcome you were hoping for?

This is an ongoing process with volatile markets and volatile personal situations. However Bernard has provided some reassuring data and projections which have clarified planning going forward.

What could they have done better?

I have no comments for improvement. Perhaps the only suggestion, would be to ensure that when changes of platforms are occurring, and 'induction' can be offered on how to navigate the platform, what can be done and what cannot be sourced.