Craig Burgess

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

Large sum in savings account and family member already a client.

How has Craig Burgess helped you?

Invests my money well for it to grow at a very good rate

Have you seen the outcome you were hoping for?

Yes and more!

What could they have done better?

Annual reviews are a must in case circumstances change.

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

Consolidation of several pensions and investments

How has Craig Burgess helped you?

Introduced Transact.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Has always resolved issues , if not confident on any requirement has been able to introduce a third party .

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

The los of my final salary pension scheme forced to search for an alternative. Craig Burgess was my best option.

How has Craig Burgess helped you?

Craig Burgess set up a comprehensive pension scheme taking my considerations into account. He then managed that fund whilst keeping me fully informed.

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectation.

What could they have done better?

A regional office in the south would suit me but I understand why that isn't possible.

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

Poor advise from previous advisor

How has Craig Burgess helped you?

Restructuring my portfolio

Have you seen the outcome you were hoping for?

We always think more is achievable but in the main I am satisfied

What could they have done better?

I am not sure what could have been done better none of us has a crystal ball and hindsight is a wonderful thing. Craig dose inspire confidence which helps in decision making.

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

Originally Craig Burgess was recommended to me by a previous employer seeking to mitigate it's future pension liabilities by encouraging employees to transfer out of the company scheme.

How has Craig Burgess helped you?

He advised on a suitable pension platform appropriate for my needs and since then has reviewed my circumstances on an annual basis.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been very happy with the advice received and the way they have facilitated virtual meetings when I have been unable to attend their office