Wayne Griffiths

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

Needed advice on a number of pensions I held.

How has Wayne Griffiths helped you?

He gave me advice in layman’s terms, was very friendly and helped me consolidate my pension pots. I felt that he answered all question put to him with honesty. He allowed me to take a decision in my own time and over the period we have found him to be very reliable and helpful. He goes a mile even to answer questions unrelated to my pension.

Have you seen the outcome you were hoping for?

Yes and I don’t worry as much now about pension as it’s in Wayne’s capable hands and I am happy with the guidance I get from him.

What could they have done better?

I don’t think anything better could have been done.

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

I retired from the police with a lump sum which I wanted to invest for the next 5 or so years to enhance my income

How has Wayne Griffiths helped you?

Good advice and set me up with sticks and shared isa and individual investment wrap

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

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

Looking for pension planning upon retirement

How has Wayne Griffiths helped you?

Yes

Have you seen the outcome you were hoping for?

A difficult 2025 but going well under the circumstances

What could they have done better?

Too early to offer an opinion

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

Looking to consolidate and improve pension pot for husband and myself

How has Wayne Griffiths helped you?

Gave great advice, easy to work with and improved pension position

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?

Needed to free up some money. I had several small pension pots that I wanted to combine then take the 25% tax free allowance while reinvesting the remainder at a better rate.

How has Wayne Griffiths helped you?

Given good advice without any obligations. His team always responded to emails and phone calls

Have you seen the outcome you were hoping for?

Yrs

What could they have done better?

Maybe quicker as the whole process took a long time. It is difficult to say if this was due to the fund providers or that they were not chased often enough.