Tasha Mulford

Please provide a brief comment about your experience with Tasha

Professional and knowledgeable. Very easy to talk things through with. Looking forward to working with Tasha moving forwards.

Please provide a brief comment about your experience with Tasha

During our initial call, Tasha was fantastic! As someone with little financial experience, Tasha made me feel comfortable and answered all my questions in a way I found easy to understand. I couldn't recommend Tasha anymore and I am excited to invest in her services in the near future.

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

I needed to get my pension organised as I had a few frozen ones and my existing one wasn’t doing very well.

How has Tasha Mulford helped you?

Tasha has been brilliant! She has organised my pensions to go into one pot which should allow me to retire a few years earlier. Tasha will always reply to any communication as soon as she can and will always have an answer.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

It’s early days yet but so far I am very happy with what has been happening.

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

The need to review my pension plans

How has Tasha Mulford helped you?

Tasha has been instrumental in ensuring I have suitable and sufficient pension plans in place.

Have you seen the outcome you were hoping for?

Early doors but looking good. ?

What could they have done better?

Nothing

Please provide a brief comment about your experience with Tasha

Excellent, flexible and patient, with so much knowledge and understanding. I thought it was just about pensions but there is so much more to consider and think about. Tasha, really gets to understand exactly what you’re looking for and goes the extra mile to come up with solutions and potential ideas for longer term plans. Having my pensions under control and knowing they are in safe hands gives me peace of mind as well as the security of knowing I’m protecting my future. Can’t recommend Tasha enough and getting all I know to book in with her even if it’s for an initial chat to see where Tasha can support, it’s a lot more than I ever realised. Thanks so much Tash, you’re a star!