April Leeson

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

I was approaching retirement and wanted to consolidate savings and pensions for a financial planner for my future

How has April Leeson helped you?

April has completely organised my finances so that I am able to retire comfortably and without worrying whenever I choose

Have you seen the outcome you were hoping for?

Exceeded my expectations in all areas

What could they have done better?

Could not have been more professional

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

Retirement through ill health

How has April Leeson helped you?

All aspects of investment, withdrawals, legislation and benefits

Have you seen the outcome you were hoping for?

Good results taking attitude to risk and market volatility into account

What could they have done better?

N/a

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

I needed advice on how to invest my pension and other savings

How has April Leeson helped you?

Advised on type of pension fund to use, draw down and annuity advice.

Have you seen the outcome you were hoping for?

Definately.

What could they have done better?

Nothing

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

Investment help

How has April Leeson helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with April

The call with April was good from the outset, no hard sell and just an open conversation to get the ball rolling.