Richard Odell

Please provide a brief comment about your experience with Richard

Professional and friendly review.

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

To pull together various pensions and to transfer a final salary pension

How has Richard Odell helped you?

He’s knowledgable, helpful, patient and puts your needs first. Always has time for you

Have you seen the outcome you were hoping for?

Yes, performing above expectation.

What could they have done better?

Nothing I can think of

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

Impending retirement and the need to seek advice on in-place pension funds and how to invest pension lump sums.

How has Richard Odell helped you?

Richard has provided excellent advice on savings and investments in an easily understandable manner. He always spends time explaining the subject and how it affects me personally, with all the pros and cons. His advice has been exemplary and I am very pleased with the performance of my investments. He is very personable, provides detailed information in a very conversational manner and our financial discussions are a real pleasure!

Have you seen the outcome you were hoping for?

Yes, absolutely. My funds have performed well and when I have needed to withdraw funds he has generated all of the paperwork on my behalf, making the entire process extremely easy.

What could they have done better?

Nothing that I can think of. I would wholeheartedly recommend Richard to anyone who needs a financial adviser and doesn't know about the process involved in getting one.

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

Mortgage Renewal

How has Richard Odell helped you?

By comparing the market, being honest and open with options, pros and cons of different options, helping us to choose the right product for our circumstances.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Nothing I can think of, absolute pleasure to deal with, very professional.

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

I was looking for an adviser to deal with several pension plans.

How has Richard Odell helped you?

Richard always takes the time to help me craft and understand my retirement plan.

Have you seen the outcome you were hoping for?

With regular reviews he is able to point out small tweaks that can have a marked effect on the potential outcomes I can achieve.

What could they have done better?

Nothing. I am completely satisfied with the service I have received.