Candice Blair

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

I run a Limited Company and needed advice about how to maximise my savings and invest for my future (retirement, pensions etc.)

How has Candice Blair helped you?

Candice ran an in-person fact finding session which was personalised to my goals and needs. Her advice was exceptionally useful and pragmatic - I found she was able to communicate high level terms using language that was easy to digest, as someone who doesn't know much about finance, investments and retirement planning. Candice was extremely knowledgeable and I could tell she had worked in the industry for a long time. She was also friendly and personable, and made the experience surprisingly enjoyable.

Have you seen the outcome you were hoping for?

Absolutely - Candice exceeded my expectations and I have already implemented many of her suggestions and seen the benefit.

What could they have done better?

Nothing.

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

I have multiple pensions through different employers and had lost track of them. Beyond my property, I had not looked into my long term financial future. I recognised that I needed advice from a professional.

How has Candice Blair helped you?

Candice can simplify complex financial products and strucutres. She communicates her insights on which ones will most impact my future with care and clarity. I was extremely impressed with her advice, follow up and communication throughout.

Have you seen the outcome you were hoping for?

Absolutely, my pensions are consolidated, I am aware of financial risks I was taking and am thinking and behaving more wisely, from a financial perspective.

What could they have done better?

Candice could not have performed any better. Highly recommended.