Evan Roberts

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

We were nearing retirement and some good friends highly recommended Evan

How has Evan Roberts helped you?

He was able to advise me of options that I didn’t even know were possible as we came close to and then into retirement

Have you seen the outcome you were hoping for?

I am in my third year of retirement and have see Evan regularly and all seems well despite the volatility that is evident. Evan has always responded in a very speedy way to any requests we’ve had for info or advice.

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

Selling of shares, need to invest/save

How has Evan Roberts helped you?

Helped spell out options, set up ISA and pensions including transfers.

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 needed to start a private pension for myself as I'm self employed.

How has Evan Roberts helped you?

Evan gave my full information on which options were available to me. He listened to what I wanted and the risk level I wanted to take with my investment. He also gave me info on long term goals. He was professional and friendly and easy to work with.

Have you seen the outcome you were hoping for?

Yes definitely. He sorted out a pension for me that suited my needs.

What could they have done better?

Nothing

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

Needed financial advice for the future.

How has Evan Roberts helped you?

Evan has advised on my pension, and other finances.

Have you seen the outcome you were hoping for?

My pension now makes more sense.

What could they have done better?

Couldn’t really have been much better. Excellent advice and guidance provided.

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

Originally I was looking for someone to deal with my Dad’s private pension and Evan impressed us so much with his knowledge and manner that we also used him to sort our own finances.

How has Evan Roberts helped you?

Evan has helped us to organise our finances and pensions better.

Have you seen the outcome you were hoping for?

Yes