Emma Parla

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

Working with my mother to plan for inheritance after the death of my father

How has Emma Parla helped you?

She has helped by being clear and concise, understanding the need for my mum to understand but not be swamped by information. She has been open and friendly and she can easily explain things to us both.

Have you seen the outcome you were hoping for?

We are working through the process

What could they have done better?

Possibly more contact via email to keep us in touch with where we are, timelines etc but I know that I can always email or phone her myself if I need anything

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

Emma inherited my account from Black Swan

How has Emma Parla helped you?

Yes, very helpful about taking a small tax free lump sum and discussing early retirement options

Have you seen the outcome you were hoping for?

Early days so cannot say

What could they have done better?

Emma was helpful in all aspects

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

My previous adviser Black Swan had transferred me to Shackleton as they we re-organising their business.

How has Emma Parla helped you?

Initially Shackleton were slow to get me on board as a client. Eventually they introduced me to Emma Parla who gave me in depth advice and a lengthy discussion on my investments. I was very impressed with her energy and her grasping of my situation and her offer for me to get in touch whenever I felt it necessary. The visit was backed up with a thorough and detailed record of our discussion.

Have you seen the outcome you were hoping for?

The outcome is that my investments remain stable which is all I can hope for in the current climate.

What could they have done better?

No doubt we will be in touch in the New Year probably at the time of the new tax year.

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

Future financial planning

How has Emma Parla helped you?

She totally understood my circumstances and was able to explain my options in a clear, concise and professional way.

Have you seen the outcome you were hoping for?

So far very good. Some arrangements are still in progress.

What could they have done better?

Nothing

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

Financial advice for retirement

How has Emma Parla helped you?

Emma has been very efficient, very knowledgeable and very easy to communicate with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing