Ken Bannister

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

How has Ken Bannister helped you since your last review?

He has monitored my investments and arranged a Zoom meeting when we couldn't meet in person. He has also produced a book titled 'My Financial Briefcase' to help people organise their affairs.

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

I have recently changed roles and had a significant earnings increase, I am choosing this time to start planning my long term financial health and also to minimize my immediate liabilities.

How has Ken Bannister helped you?

Active Wealth are a team I trust for long term financial advice. Many people of my age do not consider their long term financial goals and don't have the expertise to do so. I trust this team to give me the advice I need to make informed decisions on my financial future.

Have you seen the outcome you were hoping for?

I expect this to be a long term relationship so the outcome is TBD. However, I was very happy with the intial interactions.

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

I required a pension

How has Ken Bannister helped you?

Provided advice for me to consider my options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ken is superb and provided complex information in a way I could understand

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

I did not have sufficient knowledge of my pension and investment options

How has Ken Bannister helped you?

Ken went through the details of all of my investments and pensions and advised me of better products suitable for me.

Have you seen the outcome you were hoping for?

Yes. I am now comfortable in retirement thanks to Ken's guidance through the years.

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

Receipt of funds from sale of an asset.

How has Ken Bannister helped you?

Gave investment and tax advice.

Have you seen the outcome you were hoping for?

Growth in investments has been slow for the past few years.

What could they have done better?

Not sure.