Richard Hall

This review is a follow-up review from a client who left a review previously.

How has Richard Hall helped you since your last review?

Exactly as he has in previous years in advising clearly and concisely on my financial planning for the future in retirement

This review is a follow-up review from a client who left a review previously.

How has Richard Hall helped you since your last review?

Richard is always available for advice as and when required

This review is a follow-up review from a client who left a review previously.

How has Richard Hall helped you since your last review?

Reappraisal of investment strategy following material change in employment. Established pensions for employees in my small business

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

Advice in preparation for and during retirement

How has Richard Hall helped you?

Helping me to understand the options available and how best to utilise the funds available to me. This was essential when moving from full time paid employment to relying on a pension

Have you seen the outcome you were hoping for?

Yes. The advice has been invaluable

What could they have done better?

Nothing I can think of

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

Retiring

How has Richard Hall helped you?

Richard has explained very clearly how best to make use of the pension fund available to us

Have you seen the outcome you were hoping for?

Still early days as only retired last year but we have every confidence in Richard

What could they have done better?

Nothing , Richard is so approachable