Dawn Elkington

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

I needed an advisor as all my pensions were private pensions.

How has Dawn Elkington helped you?

Advised me on the best way to use my pensions. The advantages of using draw down. Etc

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing really

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

Inherited money

How has Dawn Elkington helped you?

Dawn is 5 star, absolutely brilliant,

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I required advice as approaching retirement, having both an NHS pension and a private pension.

How has Dawn Elkington helped you?

Helped me to understand my pension and get the best out of them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Dawn is very approachable and professional. I feel that for me Dawn could not have done anything better. Thanks Dawn

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

I needed sound advice on savings and investments. I believe the initial connection came through a building society.

How has Dawn Elkington helped you?

In addition to the continued sound investment advice Dawn was particularly helpful recently finding a loan to bridge a time lag between the purchase and sale of properties. Following this I recommended Dawn to relatives in a similar position.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Our investments seem sound, rather than spectacular.

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

Thought I might be able to retire a couple of years before state pension age, but needed a financial expert to confirm. Also to decide which monies to use and how best to invest.

How has Dawn Elkington helped you?

Dawn came up with clear easy to follow information and visuals. She always speaks in terms I understand. Any advice requested is always answered.

Have you seen the outcome you were hoping for?

I left work confident I am optimising my money usage.

What could they have done better?

Dawn is amazing. Dawn listened carefully to all my requests and queries and never tried to push me to put money in areas I would find morally wrong, appreciating that I know money is important, but it is not the source of happiness.