Ben Westaway

Please provide a brief comment about your experience with Ben

The telephone consultation went very well I found Ben to be very easy to talk to, and understood the topics we discussed

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

We wanted to put in place a coherent long-term strategy to save for retirement.

How has Ben Westaway helped you?

Ben carried out an initial thorough review of our then current situation and suggested a number of changes. He fully explained the proposals to us, and the rationale for them, allowing us to make informed decisions. We find Ben's approach very clear and straightforward and feel as though we can have honest and open discussions with him. The review meetings prove very useful and the information Ben provides is presented in a format which is very easy to understand and interpret.

Have you seen the outcome you were hoping for?

It is still early days, but we are happy with the plan which is in place and are therefore optimistic that the results will follow.

What could they have done better?

Nothing comes to mind.

Please provide a brief comment about your experience with Ben

He was clear about the service he could offer and provided me with an illustration of his services. I however have chosen a different course.

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

I wanted ongoing financial advice from someone that I could count on to be there should I have a question on existing investments or wanted to discuss my options for the future. This was no longer an option for me with my previous financial institution. As my circumstances had changed, being able to ask for guidance and assistance was important to me.

How has Ben Westaway helped you?

Initially we discussed my current investment portfolio and advised how that could be reinvested using a more conservative plan to protect me in the future. Since then we meet regularly to discuss the performance and any changes to my circumstances that might impact on future investment strategies.

Have you seen the outcome you were hoping for?

It's too early to tell, especially in the current climate. Currently I am happy with the sound advice and service I have received.

What could they have done better?

I can't think of anything, I do know I can turn to him for further advice when needed.

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

We wanted someone to look over our finances and check we were saving enough and in a reasonable position financially for the future.

How has Ben Westaway helped you?

Ben has been really good at just listening to what we wanted from life, and then coming up with a financial plan to ensure we can afford it. He explains things very clearly and has been great at recommending investments and making sure we're making the most of all the options available.

Have you seen the outcome you were hoping for?

Only time will tell, but all looking very good so far!.

What could they have done better?

Can't really think of anything. Very happy with the service Ben provides.