Stephen Wales (Ripley Wales)

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

Looking to see where we could be best placed looking towards our latter years. Was our investment and assets making the best return for us.

How has Stephen Wales (Ripley Wales) helped you?

Clearly explained options in simple layman terms after taking the time to understand our needs and going through a comprehensive financial health check

Have you seen the outcome you were hoping for?

Not yet, we will wait for information from our various representatives before proceeding in an action plan advised or to be further advised by Stephen

What could they have done better?

Stephen provided a calm and informative environment, talking simple and straightforward language that we could clearly understand and allowed us to make informed decisions. He could not have done anymore to help, helpful and professional in all respects

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

Have always used an advisor since my 20s.

How has Stephen Wales (Ripley Wales) helped you?

Yes.

Have you seen the outcome you were hoping for?

Yes - pension and savings portfolio showing overall growth despite ups and downs

What could they have done better?

I could have bought Bitcoin when it was 10 cents.....no, seriously, annual reviews and interim consultations keep everything on line for target results.

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

My previous Financial Adviser retired and recommended Stephen Wales to me. It was obvious from the beginning that Stephen is an excellent person to have looking after your financial affairs. He is very thorough and knowledgable. He explains things in a way that, for someone like myself who is not necessarily up to date with finances, makes clear sense.

How has Stephen Wales (Ripley Wales) helped you?

He has been looking into the terms of a Bond that was set up sometime ago. It was quite complicated and he has taken the trouble to look into the details and advise me that when it comes to an end, what we can do next.

Have you seen the outcome you were hoping for?

This will be in a year or two.

What could they have done better?

He couldnt have done better. He has been very thorough.

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

General pension advice

How has Stephen Wales (Ripley Wales) helped you?

Stephen provided a clear, detailed and reassuring explanation of the pension and retirement options available for the both of us . Providing the information in a written and graphic form was very helpful, Stephen also encouraged us to think about our future lifestyle requirements and aspirations which help consolidate our thinking.

Have you seen the outcome you were hoping for?

Yes, definitely reassured with the information provided.

What could they have done better?

Nothing, excellent service

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

To transfer out of a defined benefit pension.

How has Stephen Wales (Ripley Wales) helped you?

Clear advice around the level of risk that was appropriate for me when choosing an investment strategy.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All advice and service has met my needs.