John Haley

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

Needed advice about pensions as I was approaching pension age.

How has John Haley helped you?

Gave advice about pensions options.

Have you seen the outcome you were hoping for?

Not yet as only took John’s advice two months ago and so very early days in terms of return on investments.

What could they have done better?

Again, don’t know yet.

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

To help with various pensions

How has John Haley helped you?

John has sorted my husband’s pensions into various investments,explained everything to us in great detail and is always able to answer any questions queries that we have

Have you seen the outcome you were hoping for?

Yes

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

Redundancy payment

How has John Haley helped you?

Current and future financial planning, review of existing pension policies and advice on how best to deal with them and available savings, to create a retirement plan

Have you seen the outcome you were hoping for?

All good so far, with future monitoring to ensure long term goals.

What could they have done better?

There isn’t anything I feel could have been improved.

Please provide a brief comment about your experience with John

Knowledgable and easy communation

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

Pension investmenting

How has John Haley helped you?

He helped me massively with his advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No