Steve Proctor

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

I was looking for a Financial Adviser as I had some money I wanted to invest.

How has Steve Proctor helped you?

Steve was incredibly helpful in proving me with a number of products. He explained in detail the benefits of each, helping me chose the best one, for my requirements at that time.

Have you seen the outcome you were hoping for?

Absolutely, Steve was spot on with the advise he gave me, I couldn't be more pleased with the outcome.

What could they have done better?

Nothing, Steve was incredibly helpful and thorough, taking the time to answer all my reservations.

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

As an independent software consultant I needed someone I could rely on to manage my retirement planning.

How has Steve Proctor helped you?

Provided guidance and advice tailored to my needs and requirements.

Have you seen the outcome you were hoping for?

To date my pension fund has met or exceeded anticipated growth targets.

What could they have done better?

Nothing really.

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

Inheritance of money and not being sure what to do with it.

How has Steve Proctor helped you?

Advice on investment and pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, he was very good.

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

I needed advice on transferring my pension.

How has Steve Proctor helped you?

Explained in clear language the procedure for pension transfer, the options available and once I considered my options set up my new pension account.

Have you seen the outcome you were hoping for?

The pension is growing at the rate predicted.

What could they have done better?

It would be hard to find fault, all my questions were dealt with promptly and when we encountered problems with my original pension providers the issues were dealt with effectively and promptly.

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

I needed to re mortgage my BTL but had found difficulty in getting a decent deal. I also required some general pension advice as I am nearing retirement.

How has Steve Proctor helped you?

Steve secured a new mortgage for me at excellent rates in a short space of time. He also gave me free intial pension advice which I found interesting and very worthwhile for the near future. He also advised against a course of action I was thinking about taking.

Have you seen the outcome you were hoping for?

Yes my new mortgage is in place at a considerable saving to my previous one.

What could they have done better?

I do not have any suggestions apart from my tea could have been a bit stronger.