Kimberley Lall

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

Continuation of existing agreements

How has Kimberley Lall helped you?

Kimberley is very understanding of my situation and needs when reviewing my pension

Have you seen the outcome you were hoping for?

Yes and I am pleased with the outcome going forward.

What could they have done better?

I feel that the whole review process was very good

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

I needed someone to explain and advise my pension plans

How has Kimberley Lall helped you?

I now feel more confident and understand my finances

Have you seen the outcome you were hoping for?

Yes thanks to Kimberley for all her help

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

Needed to ensure investment was performing largely as expected.

How has Kimberley Lall helped you?

Advisor explained clearly all our options and advised accordingly. Kimberley was patient and friendly. Did not feel as though we were being pressured into accepting the advice offered.

Have you seen the outcome you were hoping for?

We continue to be satisfied with the current arrangement.

What could they have done better?

Nothing

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

Just a review of our circumstances.

How has Kimberley Lall helped you?

Given us confidence regarding what we want from our investments.

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?

I have an investment portfolio and need advice on what to do with it

How has Kimberley Lall helped you?

Yes, she was very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was fine. Nothing could have been better