Michael Walker

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

Needed to be certain of making the right decision re investments

How has Michael Walker helped you?

Kept me on the right track re my investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All been fine

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

To make sure my work pensions were providing me with the best returns.

How has Michael Walker helped you?

My annual reviews help me plan for my retirement properly and confidently.

Have you seen the outcome you were hoping for?

Yes, my pension plan continues to yield good returns.

What could they have done better?

Nothing.

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

To make the most of our drawdown pensions and our investment bond.

How has Michael Walker helped you?

Michael has answered any questions we had to enable us to make the choices we wanted from our pensions and bond.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are happy with the service we have received from Michael.

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

Our finances needed a serious overhaul for ease of management & more effective investment

How has Michael Walker helped you?

He has advised us & managed the transfer of our savings into a more effective and logical plan. He has also advised us on matters to consider as we age.

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

I can't think of anything

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

Bequeathed a substantial amount of money

How has Michael Walker helped you?

Investments and pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing,