Arthur Hill

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

Needed to understand our future pension provision

How has Arthur Hill helped you?

He and Guy at Citygate have been very good at explaining what our options were and arranging the funds into places where they can be actively managed

Have you seen the outcome you were hoping for?

It's obviously a long term process but the results so far have been good and the trajectory is aligned to our aspirations for retirement.

What could they have done better?

Can't really think of anything - they are good and responsive

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

Retirement planning

How has Arthur Hill helped you?

Met target of early retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We needed help and support in financial planning for both short and long term, including pension advice, investments and looking into the future with retirement and inheritance planning.

How has Arthur Hill helped you?

Arthur has discussed in depth with us our wishes and requirements financially both long term and shorter term while taking into account our attitude to risk and has been able to give us a very comprehensive plan of investments to enable long term financial security and stability. We have regular discussions to review and tweak our requirements as needed.

Have you seen the outcome you were hoping for?

We certainly seem to be seeing the outcome we hoped for.

What could they have done better?

Nothing that I’m aware of.

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

I was looking to plan for my retirement and maximise my assets. I wanted someone who could talk me through the options and explain clearly so I had confidence and understanding about the decisions I was making.

How has Arthur Hill helped you?

Arthur has been wonderful in guiding me through. He has answered all my questions and queries clearly and very promptly, setting out exactly where I stand and what I need to do, so I can look forward to my retirement with peace of mind.

Have you seen the outcome you were hoping for?

Yes, I am completely clear about my decisions and have a much better understanding about my plans and how to achieve my goals. Arthur has explained the pros and cons in such a way to give me the confidence to own my decisions and to understand why a certain path is best.

What could they have done better?

Nothing really as Arthur has always replied promptly and clearly. It's so nice to have someone you can rely on.

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

We were looking for third party support and insight on how best to manage our business to ensure we are protected for the future.

How has Arthur Hill helped you?

Arthur was clear, concise and prompt with expert advice. He gave us tailored insight with bespoke solutions which have already helped us as a business.

Have you seen the outcome you were hoping for?

absolutely.

What could they have done better?

No suggestions.