James Anderson

Review from verified client

April, 2024

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

i was told to

How has James Anderson helped you?

he’s invested my money

Have you seen the outcome you were hoping for?

not yet but it’s been about 5 minutes

What could they have done better?

nothing so far

Review from verified client

April, 2024

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

H

How has James Anderson helped you?

H

Have you seen the outcome you were hoping for?

H

Review from verified client

March, 2024

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

Needed to aggregate my various employer pension plans

How has James Anderson helped you?

Took on the challenge when others had not been willing and aggregated all the plans intro one manageable pot

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I’m aware of

Review from verified client

March, 2024

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

I needed to consolidate a number of different pensions

How has James Anderson helped you?

Consolidated my pensions and helped with thoughts around mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not with the same risk profile

Review from verified client

January, 2024

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

I was recommended to Westminster Wealth Management by a friend having been unhappy with my previous financial adviser.

How has James Anderson helped you?

He is very clear and detailed about his advice and is happy to discuss all manner of my financial advice needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

Review from verified client

January, 2024

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

Setting up long-term financial planning, ongoing investment of income

How has James Anderson helped you?

Set up life insurance, SIPP and multiple general investment accounts. Ongoing management / maintenance of the portfolio with adjustments made to the investment strategy as we go

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a great deal - markets have been tough. If being picky: more structured comparison of different investment vehicles in quarterly meetings (incl. performance vs fees, volatility, etc) so that we can take more nuanced decisions about where to place funds next

Review from verified client

December, 2023

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

Manage my SIPP

How has James Anderson helped you?

James has abroad financial expertise including tax planning and investing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Lower fee

Review from verified client

December, 2023

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

Financial planning

How has James Anderson helped you?

All of the above.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

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

To put in place proper long term financial planning and use our financial assets in a better way than off-the-shelf financial products and get

How has James Anderson helped you?

James has put in place the foundational aspects of the long term financial plan: ISA and SIPP contributions in particular.

Have you seen the outcome you were hoping for?

We have seen the growth in the overall portfolio and are on track towards the goals we set out

What could they have done better?

Forward looking rather than retrospective: we can look more carefully at making best use of the updated pension contribution allowances.

Review from verified client

December, 2023

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

I needed guidance to navigate retirement planning

How has James Anderson helped you?

Helped me think through my financial needs and to think about future planning

Have you seen the outcome you were hoping for?

I think so. Time will tell

Review from verified client

December, 2023

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

Long term planning

How has James Anderson helped you?

Investments, pensions, long term planning

Have you seen the outcome you were hoping for?

Yes I believe my finances are in a better shape and i understand the long term trajectory

What could they have done better?

n/a

Review from verified client

December, 2023

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

I wanted to have everything run on one platform by one adviser

How has James Anderson helped you?

Given me a greater understanding of what I should prioritise and how to build solid foundations for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

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

Expert advice.

How has James Anderson helped you?

Advised and guided.

Have you seen the outcome you were hoping for?

Building up sufficient pension pot.

What could they have done better?

Further reviewed pension allocation.

Review from verified client

November, 2023

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

looking to get investments under one adviser

How has James Anderson helped you?

Good advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Been even more pro-active

Review from verified client

November, 2023

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

I wanted initially advice on critical health cover and life insurance along with pension advice.

How has James Anderson helped you?

James's knowledge and impartial advice is always exceptional and he manages to guide me through the many available financial options with the minimum of fuss and delivers in a timely manner what we have agreed upon.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

November, 2023

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

I sold my business

How has James Anderson helped you?

Always been honest and straight forward with approach and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

November, 2023

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

My father introduced me.

How has James Anderson helped you?

Improved my knowledge of financial planning. And we will be looking at ISAs in the near future.

Have you seen the outcome you were hoping for?

Yes, helped improve my knowledge of financial planning.

What could they have done better?

n/a

Review from verified client

November, 2023

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

Looking to invest some money

How has James Anderson helped you?

He has provided advice and set up investments for me.

Have you seen the outcome you were hoping for?

Not yet as the investment has dropped in value but I'm hoping I will in the long run.

What could they have done better?

I think James has been great. Obviously I would be happier if the investments were doing better but it is a difficult market and hopefully in the long run we will see the benefits.

Review from verified client

November, 2023

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

Retirement Planning and consolidation of pensions

How has James Anderson helped you?

Clear and concise advice based his understanding of my appetite for risk and personal circumstances

Have you seen the outcome you were hoping for?

Absolutely

Review from verified client

October, 2023

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

To plan for income on retirement

How has James Anderson helped you?

He gives confident and sound advice

Have you seen the outcome you were hoping for?

still growing

Review from verified client

October, 2023

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

Divorce

How has James Anderson helped you?

James has helped with my pension investment and portfolio. He has regular meetings and contact to keep me informed of events. He is exceptionally good at explanation of financial matters I don't understand fully. James has been a huge support during a difficult time and given me good advice.

Have you seen the outcome you were hoping for?

I couldn't have been better looked after than the professional advice of James Anderson

What could they have done better?

Nothing.

Review from verified client

October, 2023

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

Thinking about future

How has James Anderson helped you?

Helped manage finances

Have you seen the outcome you were hoping for?

Still ongoing

What could they have done better?

Nothing

Review from verified client

October, 2023

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

When my previous firm’s final salary scheme ceased

How has James Anderson helped you?

James has always been very clear, concise and knowledgeable when it comes to explaining my pension options and ‘where we need to get to’

Have you seen the outcome you were hoping for?

The outcome will be known when I decide to retire!

What could they have done better?

At this stage not too much

Review from verified client

October, 2023

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

Investment advice

How has James Anderson helped you?

Yes - very personable and professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - very happy and supported by James - Thank you

Review from verified client

October, 2023

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

having to many different places for my finances i wanted one central place and contact

How has James Anderson helped you?

he has been available at every point and great knowledge across all sectors or if not able to find out and come back

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not much

Review from verified client

October, 2023

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

Was invited to meet James for a casual chat by a friend.

How has James Anderson helped you?

Helped to organise a higher quality retirement plan.

Have you seen the outcome you were hoping for?

Things are progressing in the right direction.

What could they have done better?

Organised more frequent meetings.

Review from verified client

September, 2023

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

Looking to prepare for the future .

How has James Anderson helped you?

James has quickly understood my financial situation and has given me invaluable help.

Have you seen the outcome you were hoping for?

Yes.James is very thorough .

What could they have done better?

No

Review from verified client

September, 2023

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

Expertise

How has James Anderson helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2023

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

pension consolidation

How has James Anderson helped you?

always been a good sound board with honest and practical advice. Hes been great for me

Have you seen the outcome you were hoping for?

had no expectation

What could they have done better?

well, could always have made more money but i didn't expect that from him. he has done well with what he had to work with

Review from verified client

August, 2023

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

Financial planning

How has James Anderson helped you?

James is hugely proactive which is exactly what I needed. He is also super accessible, says it as it is is (so direct) and personable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The gulf between him and my last advisor is so large I don’t really have any developmental feedback yes.

Review from verified client

August, 2023

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

Requiring a general Financial review, with special focus on pensions

Have you seen the outcome you were hoping for?

Currently proceeding according to the advice given, which will be monitored over time

Review from verified client

August, 2023

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

Wanted to aggregate my company pensions

How has James Anderson helped you?

Managed the transfers. Gained buy out values. Managed ongoing financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

?

Review from verified client

December, 2022

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

I was not focussed on my portfolio and wanted someone with expertise.

How has James Anderson helped you?

multiple reviews ideas and expert advice knowing my situation.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

Review from verified client

November, 2022

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

No specific reason

How has James Anderson helped you?

Provided clear and considered advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

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

not aware of all products and services available and limited knowledge of the various options

How has James Anderson helped you?

great advice, honest advice. direct me towards sensible and robust financial planning for me and my family. and demystifying insurance and investment

Have you seen the outcome you were hoping for?

yes, very much so

What could they have done better?

not much really. given the broadness of options available James is very good at distilling the information and explaining why the decisions were made

Review from verified client

November, 2022

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

Long term financial planning

How has James Anderson helped you?

Clarity of advice; discussions of options; clear analysis; consequences of different options

Have you seen the outcome you were hoping for?

So far yes. We have a long term plan

What could they have done better?

Nothing

Review from verified client

November, 2022

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

increased earnings from work. needed advice on financial planning and long term finance

How has James Anderson helped you?

helped set up pension advised on finances and when to think about school fees vs pension

Have you seen the outcome you were hoping for?

yes - advice has been great

What could they have done better?

n/a

Review from verified client

November, 2022

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

Consolidate pensions and get a coherent savings plan.

How has James Anderson helped you?

Devised effective and efficient savings plan for future retirement.

Have you seen the outcome you were hoping for?

Not quite.

Review from verified client

November, 2022

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

Pension advice

How has James Anderson helped you?

Helped me understand complexities of pensions

Have you seen the outcome you were hoping for?

Most definitely

Review from verified client

November, 2022

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

I retired

How has James Anderson helped you?

James has given me sound investment advice and looked after my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with things as they are.

Review from verified client

November, 2022

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

To bring together several financial assets into a single portfolio

How has James Anderson helped you?

By bringing clarity to my options and providing advice on the way ahead

Have you seen the outcome you were hoping for?

Yes - so far so good

What could they have done better?

Can't think of anything specific

Review from verified client

November, 2022

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

To review my pension to ascertain whether it was worth transferring from a DB to DC. Subsequently I approached James again for additional support for financial planning.

How has James Anderson helped you?

I consider myself financially astute in terms of vanilla saving products (stock/funds/bonds) and investment strategy however James has provided several valuable insights which have helped me to improve the structure and positioning of my portfolio. James has also provided valuable advice on other topics where I'm less knowledgeable, including inheritance tax planning and several aspects of the Pension regulations (including withdrawal planning).

Have you seen the outcome you were hoping for?

Yes. The process provided me with the framework I required to thoroughly review my savings and outgoings along with support and advice throughout.

What could they have done better?

I think James' support has been excellent. If anything, I wish I had met him 10 years before I did!

Review from verified client

November, 2022

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

Approaching retirement and wanting to aggregate my various work pension from previous employers

How has James Anderson helped you?

Managed all the pension policy issues I was running into

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a great deal.

Review from verified client

November, 2022

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

To sort out Pensions as on turning 40, I felt I was behind where I should be in terms of defining and reaching a retirement target

How has James Anderson helped you?

Absolutely

Have you seen the outcome you were hoping for?

Yes - I have been able to catch up substantially and have a decent idea of what I need in order to be able to retire

First impression from a user who is not yet a client

May, 2017

Please provide a brief comment about your experience with James

Gave very sound advice

Review from verified client

December, 2016

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

Pension planning.

How has James Anderson helped you?

Wholesale overhaul of pension savings. Took big advantage of catch-up opportunities. Consolidation of everything into one place. More recently has had some good, original ideas on other issues i face around small business and property investment.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2016

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

General financial planning having started a family.

How has James Anderson helped you?

Took a look at my financial circumstances and recommended a variety of options based on my long-term goals.

Have you seen the outcome you were hoping for?

So far, so good!.

What could they have done better?

A little further explanation of various intricacies always helps but James always tries to ensure that I fully understand his advice/recommendations.

Review from verified client

August, 2016

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

better understand and financial planning.

How has James Anderson helped you?

understood my needs and helped deliver right strategies.

Have you seen the outcome you were hoping for?

yes - all been delivered on time.

Review from verified client

August, 2016

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

James was recommended to me by a colleague after I moved back to the UK from the US.

How has James Anderson helped you?

James helped me to maximise my pension contributions and to consolidate pensions from previous employers into one place whereby I could have better transparency around my investments. He also helped me to find a suitable life insurance policy to ensure my mortgage would be covered for my wife and young children should anything happen to me.

Have you seen the outcome you were hoping for?

I have been very happy with the performance of the funds relative to financial market benchmarks and it is refreshing to have all my finances in one place that I can easily view at the click of a button. I have since recommended James to my father and my wife on this basis.

What could they have done better?

I think I am a difficult client as I am extremely busy with work and don't always read the documentation that I am sent. A bullet point summary may be helpful for people in my situation.

Review from verified client

August, 2016

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

Unsatisfied with existing Financial Advisor and had forthcoming funds coming to me from the death of my Mother and the sale of the company I co-founded and had a significant stake in.

How has James Anderson helped you?

He is someone I automatically trusted due to his ability to listen to what we as a family wanted and understood my investment needs and risk profile. He also has the ability to make me understand what I needed for my pension and how we could get to the retirement funds required for my needs.

Have you seen the outcome you were hoping for?

It is an ongoing process, but James is constantly in touch to discuss investment strategy and requirements.

What could they have done better?

I appreciate bluntness, and James says it how it is; helpful and constructiveness but might not suite everyone.

Review from verified client

August, 2016

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

Not having enough time my own to research investments. Heard good feedback and James.

How has James Anderson helped you?

Decided on what investments to choose. Maximising pension pot and being most tax efficient as possible. Discussing other investment matters in general.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

James provides everything ask for.

Review from verified client

August, 2016

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

Relocating back to UK after 8 years expat.

How has James Anderson helped you?

Listened, tailored advice to my exact circumstances, provided options an explained with full transparency the benefits, challenges and costs of each option. He questioned me extensively to ensure he really understood my priorities, needs and appetite for risk.

Have you seen the outcome you were hoping for?

Yes. Great communication, clear documentation, more efficient use of my money and stronger estate planning as a consequence.

What could they have done better?

To be fair, James exceeded my expectation both in style and content. Ive nothing to suggest at this point

Review from verified client

August, 2016

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

Some help with financial matters.

How has James Anderson helped you?

He was polite professional and answered my questions with reasoned arguments and examples which got me thinking outside of my existing view.

Have you seen the outcome you were hoping for?

Yes I am now using my resources better.

Review from verified client

August, 2016

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

Needed to plan better for long term.

How has James Anderson helped you?

Helped me get a long term view of where we will financially be challenged. Helped to maximise tax relief from pension. Helped put CIC in place.

Have you seen the outcome you were hoping for?

So far, so good!.

Review from verified client

August, 2016

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

I had a mass of different products with an "off the shelf" pension plan that wasn't giving me best value.

How has James Anderson helped you?

He restructured my approach and actively managed the products.

Have you seen the outcome you were hoping for?

Absolutely, I have the same level of cover at better value for insurance and my future planning has been restructured and actively managed with a bigger upside (at no difference to my monthly expenditure).

What could they have done better?

He's very sharp and very helpful and I trust his advice completely.

Review from verified client

August, 2016

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

I was about to retire.

How has James Anderson helped you?

He provided advice on the options available as well as recommendations based on differing levels of risk.

Have you seen the outcome you were hoping for?

The outcome has been very good so far. My investment exceeds the original amount even after deduction of the initial fee.

What could they have done better?

I really cannot think of anything. He handled everything very well remotely - I live in the north of England - and I am very pleased with the outcome.

Review from verified client

August, 2016

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

I was looking for an advisor to help me access a broad range of investment products in an efficient and tax effective manner.

How has James Anderson helped you?

James helped me to reorganised my historically disparate savings plans and bring them together in a low cost solution.

Have you seen the outcome you were hoping for?

Yes, I have diversified risk and accessed the type of savings I wanted.

What could they have done better?

Develop an effective crystal ball

Review from verified client

August, 2016

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

Consolidation of pensions and savings planning.

How has James Anderson helped you?

Helped me find the right pension and savings products and consolidate my existing pensions where appropriate.

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

Nothing I can think of.

Review from verified client

August, 2016

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

I wanted to make sure the money I had was invested in the right way to maximise returns.

How has James Anderson helped you?

We discussed my risk appetite, my plans for the future and how much I needed to save on an ongoing basis to meet my target for cash available to me after retirement.

Have you seen the outcome you were hoping for?

I was able just about to scrape together what I needed for the deposit on a flat. After that I had to start again so we put together a plan, now one year in to get me to my next financial goal. So far so good.

What could they have done better?

James opened my eyes to a number of investment vehicles I didn't know of. Could my money have done better elsewhere? I don't know but it's good to know that someone is keeping an eye particularly post Brexit.

Review from verified client

August, 2016

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

My mother's business affairs and personal advice.

How has James Anderson helped you?

James's professional approach and knowledge in the market helped to clarify the situation as on my own, I would have been 'swimming in soup'! James was so knowledgeable and thorough, but also delicate in his manner as it was an emotional time having to deal with my elderly mother's affairs.

Have you seen the outcome you were hoping for?

Yes. Excellent.

What could they have done better?

I really cannot fault James. He regularly briefed me and my sister on progress with my mother's affairs. He is approachable in every way and helped me enormously by giving me some excellent advice on my own situation after my mother sadly passed away.

Review from verified client

August, 2016

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

Coming close to retirement and facing changes to lifetime allowance I felt i needed help In making decisions on my pension outlook.

How has James Anderson helped you?

Firstly James spent time understanding my current investment situation and then took the time to review my options and then explain them to me. All the time James was aware of my attitude to risk and was very deliberate in taking this into account . James then took all of my investments (which were a little too diverse) and placed them in one place with a managed provider which gives me much more clarity.

Have you seen the outcome you were hoping for?

Whilst it is early days I am pleased with performance so far and i am confident in James and his approach to my investments. If i have questions or concerns James is always on hand and he keeps me up to date when required.

What could they have done better?

Nothing to note so far.

Review from verified client

August, 2016

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

When running your own business you can often forget about your personal assets and future planning outside of that. As my business expanded, I needed to think about my own future protection which prompted me to look for someone to advise me.

How has James Anderson helped you?

As a business owner I needed someone to help manage my own finances. James presented a solution and approach that far exceeded those of previous advisers. He was able to grasp the root of my needs and bring the expertise to my finances that I was lacking.

Have you seen the outcome you were hoping for?

I continue to be very happy with the work that he does in the development of my wealth.

Review from verified client

August, 2016

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

I had an adviser but I was unhappy with the service that I was receiving. I felt I was paying too much for very little contact either face to face appointments or communication.

How has James Anderson helped you?

I was recommended to James as I needed help with my overall retirement plan. James took a much more detailed approach to my finances and was able to build a plan for me that met my needs whilst not taking undue risks. The most important thing was that he explained everything in a way I understood ,and never made me feel intimidated to ask the most simple questions. He remains very professional in his approach.

Have you seen the outcome you were hoping for?

Over the last 5 years the strength of his advice has shone through and I continue to be very happy with him as an adviser.

What could they have done better?

I really don't think he could have done much better as he is always available if I have any queries and always happy to make an appointment to see me if the situation requires. He keeps me informed of any major external issues that possibly may affect the markets and explains the rationale well. Excellent advisor in all aspects and very personable to work with.

Review from verified client

August, 2016

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

I was looking for advice on my pension planning and Life insurance.

How has James Anderson helped you?

James explained the various options open to me in a simple and concise way and then we were able to narrow down the choices finally concluding on the best policies for me and the family. It was as a process that James handled for me brilliantly and he took the stress and hassle factor away from me....which for me was important.

Have you seen the outcome you were hoping for?

Yes, and I continue to be impressed with the on-going advice, ideas and service James and his team give me.

Review from verified client

August, 2016

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

Originally we needed an advisor to help our business through auto-enrollment and then onto further advisory services in relation to pensions, insurance and wealth management for the workforce.

How has James Anderson helped you?

James helped coordinate the auto-enrollment process for c.1,000 staff and also provided further pensions advice and wealth planning to all employees who wanted more information. Utilising James as an extension of our offering as an employer was of particular benefit.

Have you seen the outcome you were hoping for?

Yes, we received the objective which was initially auto-enrollment. We actually received more services than originally intended as there was a wide range available which were useful for our business.

What could they have done better?

If James was away there would traditionally have been no person to contact who could pick up queries. However, this has changed as he has a team which is very useful for day-to-day administrative queries.

Review from verified client

August, 2016

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

I was looking for a trustworthy and reputable advisor and James is exactly that.

How has James Anderson helped you?

Undertook a deep dive analysis of my financial situation, discussed my appetite for risk and identified a portfolio of investment that met my long term financial goals and my risk profile.

Have you seen the outcome you were hoping for?

Clearly this is a 5-10 year plan and to date my investments are heading in the right direction. I receive regular (if need be daily) updates on the pricing of my portfolio which offers tremendous transparency.