Claire Bilham

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

I wanted to plan for retirement

How has Claire Bilham helped you?

She has given clarity around finances & goals & what is achievable

Have you seen the outcome you were hoping for?

Absolutely yes

What could they have done better?

Nothing

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

Lots of little pensions that needed merging. We didn’t have a clue so we handed it all over to Claire and her professionalism. Thankfully we now have a comfortable monthly income thanks to her advice.

How has Claire Bilham helped you?

Keeping us informed of the growth. At our regular meetings she’s explained clearly how our money is working for us.

Have you seen the outcome you were hoping for?

Absolutely. Everything is going to plan exactly how she forecasted.

What could they have done better?

Nothing.

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

A need to ensure that my financial affairs are in good order.

How has Claire Bilham helped you?

Yes,

Have you seen the outcome you were hoping for?

Yes.

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

I was approaching pension age and was looking for guidance as to how best utilise my private pension.

How has Claire Bilham helped you?

Clare has helped me reinvest my pension pot and restructure existing savings.

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?

Entering retirement years

How has Claire Bilham helped you?

Retirement planning and pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing