Ashley Reeves

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

I was reaching 55 and needed to sort out my pensions

How has Ashley Reeves helped you?

Ashley came to me and asked what I wanted concerning my pensions and he guided and advised me through the whole process and we agreed a solution. The process was carefully thought out on his behalf giving me options that we agreed on

Have you seen the outcome you were hoping for?

Yes and hopefully my pension will grow so I can retire at my required age

What could they have done better?

Nothing all went smoothly into place

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

Having taken a lump sum from works pension, we wanted to consider alternatives to some of our money sitting in the building society

How has Ashley Reeves helped you?

Advised on best alternatives for our circumstances

Have you seen the outcome you were hoping for?

We don’t have a large savings amount, but the investment went in the right direction and also not having the money in a readily accessible bank account helped us!