James Lindsey-Halls

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

Retirement, receipt of lump sums associated with that and decisions related to AVCs.

How has James Lindsey-Halls helped you?

Suggestions of investments including ISAs and advice on pension options concerning AVC.

Have you seen the outcome you were hoping for?

Yes, both with investments and pension fund.

What could they have done better?

Nothing, based on my knowledge of financial matters.

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

I need help after down sizing and having spare cash

How has James Lindsey-Halls helped you?

He explained very clearly my options abdhow to make the best decisions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he always made me feel confident we were making the right decisionsJ

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

We had money to invest

How has James Lindsey-Halls helped you?

He advised which companies to put our money with

Have you seen the outcome you were hoping for?

It is early days and currently a rocky economic climate

What could they have done better?

It is very early days to make a judgement on any investment we have made and a particularly difficult economic climate

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

Having sold my buy to let's I was looking at other options of investment

How has James Lindsey-Halls helped you?

Looked closely at my pension and the cash available post property sales

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

Had some money to invest after downsizing

How has James Lindsey-Halls helped you?

His knowledge about the financial markets was invaluable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing