Ryan Wiggins

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

We are both turning 60 this year so we were looking at our Pensions and wanted advice on our next steps. Both our personal pensions had been on hold for some years

How has Ryan Wiggins helped you?

Ryan directed us to putting our Pensions into shares so they can give us a better return

Have you seen the outcome you were hoping for?

Yes

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

Becoming a business owner.

How has Ryan Wiggins helped you?

Ensuring we maximise our investments.

Have you seen the outcome you were hoping for?

Investments are moving in the right direction.

How has Ryan Wiggins helped you since your last review?

Great service and great advice - from a trusted and skilled/knowledgeable person.

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

Initially I set up a S&S ISA back in 2018 to save for my first house purchase. Since then, I have been able to save enough to buy a house

How has Ryan Wiggins helped you?

Since setting up my ISA to save and grow my money in 2018, I have been able to save enough to buy and renovate a house. Ryan also helped me and my partner with life and critical illness insurance, in the event of anything happening to us both the mortgage would be covered. This has brought a lot of peace knowing we have a safety net, should the unthinkable happen!

Have you seen the outcome you were hoping for?

Yes, I had great returns with my ISA and the funds I was invested in was reviewed constantly during our annual reviews.

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

Poor existing pension performance

How has Ryan Wiggins helped you?

He advised on my retirement income

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectations

What could they have done better?

Nothing