Sarah Rush

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

A basic lack of knowledge on my part. I’d rather pay a professional such as Sarah and have good advice rather than guess work

How has Sarah Rush helped you?

In many tangible ways in terms of money growth and suggestions that make our outlook better. Mainly I would say she’s given me the confidence to understand what she’s recommending… normally my eyes glaze over.

Have you seen the outcome you were hoping for?

Yes so far so good and I am optimistic that Sarah’s advice will strengthen our position

What could they have done better?

N/A

This review is a follow-up review from a client who left a review previously.

How has Sarah Rush helped you since your last review?

No particular change from last year.

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

I wished to simplify and consolidate our investments.

How has Sarah Rush helped you?

Sarah liaised with our former investment managers to insure a smooth transfer of our funds to a single provider and helped us to appreciate the need to invest with a medium and long term strategy in mind..

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?

Had a pension portfolio.

How has Sarah Rush helped you?

Sarah's approach is the perfect blend of understanding individual needs combined with a considered approach to investment planning.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.