Steve Holmes

Please provide a brief comment about your experience with Steve

He was very polite and knowledgeable.

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

professional advise.

How has Steve Holmes helped you?

Mr Holmes is always quick to respond to a call and follow-up call. Mr Holmes set up our mortgage with ease and made it stress free for us.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

We don't think that he could have done more.

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

To see if there was a better option for my final salary pension scheme

How has Steve Holmes helped you?

Recommended transfer to SIPP TPWM

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think anything=[

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

moving my company pension out of the business into my own control, I felt if I left the money where it was the company would have taken it all back into the fund in my situation leaving my family with no claim

How has Steve Holmes helped you?

Steve helped me to go through and understand the process and explain the ins and outs

Have you seen the outcome you were hoping for?

My outcome is still ongoing at the moment so is not complete just yet, but on an advice basis yes I got the advice I needed, Steve also gave my partner some free advice on her pension.

What could they have done better?

Nothing as am aware.

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

I Had money to investg.

How has Steve Holmes helped you?

Talked through the options with me and gave advice where to invest my money.

Have you seen the outcome you were hoping for?

So far yes.