Mikki Gant

How has Mikki Gant helped you since your last review?

I only had my review very recently

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

I am about to retire and needed an adviser to advise me on the best way to manage my pensions moving forwards to ensure I had sufficient funds to support my household following retirement.

How has Mikki Gant helped you?

Mikki gathered details information about my requirements and was able to suggest an appropriate solution. Mikki backed this up with extensive projections which covered a number of scenarios and based on those projections we were able to determine the appropriate strategy moving forwards. I was very impressed by the amount of pre-work Mikki did for the initial meeting.

Have you seen the outcome you were hoping for?

In terms of what the strategy needs to be - yes I have the outcome I was looking for. Mikki is now supporting the execution of the strategy which I anticipate will complete in the next couple of months.

What could they have done better?

Interactions so far have all been very positive and I don't see any items that could have been done better to date.

How has Mikki Gant helped you since your last review?

I always feel more confident about my finances after a meeting with Mikki. Her knowledge, advice and calming approach put me at ease.

How has Mikki Gant helped you since your last review?

Mikki has always ensured we are aware of how our funds are being invested and how they are protected through world wide diversification, so no matter the turmoil we are confident pour funds safe

How has Mikki Gant helped you since your last review?

Mikki always takes the time to explain all options in a manner that’s easy to understand