William Smith

This review is a follow-up review from a client who left a review previously.

How has William Smith helped you since your last review?

Our investments which Will manages for us have continued to do well despite the uncertain financial conditions world wide. Will has also managed pension draw downs for us which have been executed promptly and efficiently.

This review is a follow-up review from a client who left a review previously.

How has William Smith helped you since your last review?

Annual contact to review my currant situation

This review is a follow-up review from a client who left a review previously.

How has William Smith helped you since your last review?

William is there for me when I need him and he keeps me updated when required

This review is a follow-up review from a client who left a review previously.

How has William Smith helped you since your last review?

Simply put William is the person I trust to manage my pension portfolio He is very thorough in his processes to achieve maximum return on my pension pots. His annual review is always interesting and every review I become more impressed by this gentleman's breadth of knowledge on all things pension and financial planning management wise. In a nutshell William is my go to person on all aspects of my pension and future estate Management

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

The FA services I had used for several years were provided by a large company who did not meet expectations. They were difficult to contact and showed little interest in the performance of my pension fund which was poor. I therefore decided to find a local independent Financial Adviser with good reviews and a good reputation.

How has William Smith helped you?

Having researched Financial advice services on the Wirral I found Mr William Smith in Hoylake He initially gave me a free one hour consultation regarding my pension fund. I found Mr Smith to be professional, personable and extremely helpful in his understanding of my financial needs. I subsequently engaged him as my financial adviser. In the year or so since taking Mr Smiths advice my pension fund has performed better than in the previous four years where my investments were overseen by a larger company. I would certainly recommend Mr William Smith to anyone looking for an experienced, professional and knowledgable Financial Adviser.

Have you seen the outcome you were hoping for?

Yes. Since my investments have been overseen by Mr Smith they have exceeded expectations.

What could they have done better?

I cannot think of anything that William Smith Financial services could have done better.