Steven Burley

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

Steve used to deal with a former employer's pension scheme and I continued with him after I left that company.

How has Steven Burley helped you?

Setting up an income drawdown pension.

Have you seen the outcome you were hoping for?

The out come was in line with market conditions.

What could they have done better?

More frequent contact.

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

I needed independent advice for pensions and ISA's etc.

How has Steven Burley helped you?

Steven spent time reviewing the investments I had, my attitude to risk and my medium and long term goals before making his recommendations.

Have you seen the outcome you were hoping for?

Steven is very diligent and very personable. He has ensured that myself and my family have robust plans to cover most eventualities, and we are pleased with the outcomes achieved.

What could they have done better?

Steven listens to feedback and always acts to meet my needs.

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

Steve Burley was recommended to us by our former financial adviser who was retiring. We have seen Steve for the last few years and we do value his advice.

How has Steven Burley helped you?

My husband and I are retired consultant physicians. Steve very soon understood our needs and what we were looking for especially with inheritance tax planning. He took pains to explain what the plans meant, the time scale required. He listens carefully and has given us the confidence that we need at our age when dealing with financial matters. He is reliable, approachable and willing to go the 'extra mile' if required.

Have you seen the outcome you were hoping for?

Yes, we have seen the outcome that we hoped for, especially in these fraught financial times.

What could they have done better?

When possible, more timely records of the minutes of our meetings would be helpful

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

Upon retirement seeking annuity and pension advice.

How has Steven Burley helped you?

By providing the required advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing more of which I am aware.

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

Had been paying into a company pension scheme in 1989 when I worked for a firm based in Sheffield who were administered by Steve's company.

How has Steven Burley helped you?

Sound financial advice over the years covering a wide range of products.

Have you seen the outcome you were hoping for?

In some particular instances very much. All advice has been given with a assessment of my attitude to risk taken into account. However whatever happens we are still very much at the mercy of the market. One thing that Steve's firm have done is moved my funds whenever they have been aware that they needed to perform better.

What could they have done better?

Moved a bit closer to London. Seriously nothing really. Am always able to get hold of somebody when I need to.