Adam Carnall

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

I was looking to retire and wanted advice on what would work in my best interests regarding my pension.

How has Adam Carnall helped you?

Adam gave me sound advice and worked extremely hard to achieve the outcome that I wanted within a suitable timeframe.

Have you seen the outcome you were hoping for?

I am only 10 months into my retirement but so far everything appears to be on track.

What could they have done better?

In my case Adam did all that he could and more to get my investment sorted.

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

Pension transfer. Pension draw down.

How has Adam Carnall helped you?

He confirmed latest regulations which restricts withdrawals when still paying into a pension.

Have you seen the outcome you were hoping for?

No but that was due to regulations and not any shortfall of the advisor.

What could they have done better?

Nothing of significance, he was always professional and polite with both his attitude and advice.

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

Changing pension & to set up an investment account.

How has Adam Carnall helped you?

It’s twelve months since i moved my pension to SJP. I’m extremely happy with the service Adam has provided. Also helping to set up a personal savings account. Always on hand when i have any questions. Would highly recommend him to others.

Have you seen the outcome you were hoping for?

Everything is going well so far.

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

Setting up our own business.

How has Adam Carnall helped you?

He helped us transfer our pensions from our previous employers.

Have you seen the outcome you were hoping for?

Yes.