Annie Dimaline

Please provide a brief comment about your experience with Annie

Annie was patient, in fact very patient with me! She explained very clearly which options I had. Excellent listener; calm, friendly and very professional. You felt she was on your side. A little treasure!

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

I INHERITED A SUM OF MONEY LOOKING TO SAVE & INVEST.

How has Annie Dimaline helped you?

GOOD ADVICE SAVING & INVESTING .DO NOT COMPLETLY UNDRSTAND PERCENTIGE CHAREGES HOWEVER ON INVESTMENT

Have you seen the outcome you were hoping for?

YES A STEADT GROWTH

What could they have done better?

WOULD PREFER A FACE TO FACE MEETING .BUT FUNDS NOT ENOUGH TO QUALIFY

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

I have had an IFA for over 20 years

How has Annie Dimaline helped you?

Clear advice, well considered options, friendly and helpful

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

Some company decisions are open to question but Annie has handled them as a good employee should.

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

Pension due

How has Annie Dimaline helped you?

By not taking it at the moment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing every thing was fine

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

I had recently retired from all paid employment and wished to ensure that I maintained a reasonably financially secure future, with sufficient money available for me to enjoy all aspects of my retirement.

How has Annie Dimaline helped you?

Annie reviewed all my finances, confirmed my attitude to risk, and ensured that I had fully understood my current situation. She then suggested the most suitable and tax-efficient options to ensure that I maintained timely access to some funds should I need them quickly and that my investments met my objectives. She then assisted in setting up a regular income plan to ensure that my day-to-day expenses were covered, and that I also had money available for holidays and socialising.

Have you seen the outcome you were hoping for?

Not quite yet, but I am hopeful that will happen within the next month, now that all the paperwork has been finalised.

What could they have done better?

Maybe slightly improved communications when information was missing. However, I did make it was quite easy to make contact to dicuss this.