Stephane Boiron

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

Planning for a parent's residential care, looking for a trust fund to secure her future until her death in 2012

How has Stephane Boiron helped you?

Explaining our pension options, helping with drawing down on one pension & taking a monthly pension. Advice on setting up LPAs and in regard to Marriage Allowance claim.

Have you seen the outcome you were hoping for?

So far so good!

What could they have done better?

Nothing

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

Transferred from existing adviser

How has Stephane Boiron helped you?

Taken time to listen and understand our particular circumstances and needs and given re-assurance where needed

Have you seen the outcome you were hoping for?

Ongoing, but pleased so far and just begun to draw down.

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

Professional advice regarding investing.

How has Stephane Boiron helped you?

Clear and concise advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

wanted to invest some capital but I had

How has Stephane Boiron helped you?

Stephane Boiron has only been my financial advisor for about seven months

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Pass Financial advisors have lacked communications with myself

Please provide a brief comment about your experience with Stephane

This was my first meeting with Stephane and I was impressed by his kindness and advice.