Cliff Pocock

Please provide a brief comment about your experience with Cliff

Excellent

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

We had endowments that had matured and we needed to invest the money sensibly and also to get our pensions reviewed to see if they needed to be moved etc.

How has Cliff Pocock helped you?

Cliff was very thorough in explaining all our options and in finding out what we were looking for. He developed a plan with various options and then went through these options with us.

Have you seen the outcome you were hoping for?

It is early days yet with regards to our investments, but we have amalgamated our pension funds to hopefully get the best return for our retirement.

What could they have done better?

Not having really used a financial advise before, it is difficult to say what he could have done better. We were very pleased with the information we were given.

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

Looked for help with minimising Inheritance Tax.

How has Cliff Pocock helped you?

Explained various options in detail and suggested a package combining several strategies.

Have you seen the outcome you were hoping for?

Not completely - I'm still alive. But the seven-year period has been successfully overcome and prospects are looking good. Would not have been able to achieve this without confidence in the advice I was given.

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

In 1997 I started my own business and wanted a Financial Adviser and Cliff was recommended to me by my Accountant and I was looking for advice on many aspects of Mortgage, Pension and Inheritance for my children.

How has Cliff Pocock helped you?

Cliff was always aware of my Financial needs and goals for the future. Cliff also explained each subject we spoke about. This gave me confidence in the direction for the finances.

Have you seen the outcome you were hoping for?

I have now retired,and the advise given to me has put me in a secure position for my retirement enabling me to enjoy this period in my life. Also, the advise given in the event of my death gives my wishes for my two daughters.

What could they have done better?

As far as I am concerned I have been steered in the right way for me to achieve in all aspects.

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

Cliff has provided advice in relation to my employers pension scheme and a wide range of personal investment products and personal insurances as part of my on-going retirement planning.

How has Cliff Pocock helped you?

Cliff provided very clear and understandable advice and recommendations over a number of years.. The follow up process i.e. the application form completion and so on was made simple and very professionally handed.

Have you seen the outcome you were hoping for?

I am very happy with all the recommendations given which were well suited to my needs and situation. I feel much more in control of my financial situation. Cliff has also recommended better value and more wide ranging policies than those I held previously.

What could they have done better?

Nothing I can think of.