Craig Evans

Please provide a brief comment about your experience with Craig

Straight, solid advice with your best interests at heart.

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

Pensions and Investment advice required.

How has Craig Evans helped you?

Excellent understanding of my requirements and plain speaking explanations of his recommendations.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

All good, nothing any different is required.

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

Long term financial planning.

How has Craig Evans helped you?

He has provided both specific and more general financial advice to us over many years now.

Have you seen the outcome you were hoping for?

It is a work in progress but at the moment our aims should be realised.

What could they have done better?

No issues.

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

Demise of my previous financial adviser.

How has Craig Evans helped you?

By taking over where my previous adviser had left off.

Have you seen the outcome you were hoping for?

Not yet, this is a long term project.

What could they have done better?

So far it would appear that his advice is very sound, and he is very good at explaining what he is aiming to do, and the role he plays.

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

Ongoing review of investments Guidance with pensions.

How has Craig Evans helped you?

Assessed and advised on the investments and pension.

Have you seen the outcome you were hoping for?

Straight forward transfer to new provider Returns to date at least equal to previous.

What could they have done better?

I have been happy with performance to date