Leighton Bascom

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

I needed help and advice regarding my investments

How has Leighton Bascom helped you?

He was able to provide a plan that would help me reach my financial goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

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

I was given a lump sum

How has Leighton Bascom helped you?

Leighton evaluated my profile via a professional questionnaire, and telephoned me to build a suitable investment portfolio

Have you seen the outcome you were hoping for?

Yes, in our conversation he outlined accurately the returns I could expect, illustrating clearly anticipated future trends. When I needed a little instant capital, it was provided without delay.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Leighton Bascom helped you since your last review?

Always phones and keeps me informed about what's happening in the markets.

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

Accumulation of greater wealth

How has Leighton Bascom helped you?

Find investment products that align with my risk profile

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Leighton Bascom helped you since your last review?

Has efficiently helped to keep my account running smoothly.