Steve Milford

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

I have been with PWS for many years. My consultant before Steve was Cilla, Steve's mother, and before that Barbara Galvin. Each have been totally professional, courteous, and always had time to explain, discuss all the elements of finance. Steve continues to have my complete trust. This is the most important thing to have in this business.

How has Steve Milford helped you?

Mny ways in the world of finance

Have you seen the outcome you were hoping for?

Yes, totally

What could they have done better?

Nothing to my knowledge

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

After taking a retirement package, I visited my bank and building society for some advice of how best to invest the lump sum. I also took the advice of my neighbour who had been using the services of this financial advisor and it has proven to be sound advice.

How has Steve Milford helped you?

Handing over your life savings is a big step, however the risks were discussed and the appropriate plan agreed leaving us feeling comfortable and at ease with our decision.

Have you seen the outcome you were hoping for?

All has gone well and definitely better than what the bank & building society offered. Even through difficult market times the investments have held up. To have gone through all the uncertainty that Brexit brought we've done OK.

What could they have done better?

We've been given advice on our wills and power of attorney which was helpful.

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

reached retirement and needed advice and help on investing my lump sum

How has Steve Milford helped you?

valuable help and advice given and always on hand to answer any questions

Have you seen the outcome you were hoping for?

yes through the years some good returns

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

I wanted a pension review for which I have several, do I put them into one pot or not.

How has Steve Milford helped you?

Steven gave me several options to review, gave me the time to digest the information and helped me with my decision. I’m more than happy with the advice provided.

Have you seen the outcome you were hoping for?

I have seen unexpected growth in this turbulent market, brexit is playing on everyone’s mind so my expectations were mixed

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

redundancy payout received, that originally required advice on best way to invest. Subsequently after a sudden family death further advice was required.

How has Steve Milford helped you?

Always takes the time to explain the options available and keeps in regular contact, especially through some difficult times in my life.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot suggest any improvements to the service provided.