Adam Dent

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

I received an inheritance and I was approaching retirement

How has Adam Dent helped you?

He has provided advice and has been patient and helpful

Have you seen the outcome you were hoping for?

Largely.

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

Comin to retirement, I had penison lump sums to invest and general savings to review in order to maximise income. In the longer term, I also wanted to start thinking about inheritance tax planning.

How has Adam Dent helped you?

Adam undertook a review of all my investments and savings plans, and recommended an investment portfolio designed to generate income whislt being tax efficient. He recomemnded a strategy for building future year tax efficient savings.

Have you seen the outcome you were hoping for?

In the first year, the portfolio has performed well.

What could they have done better?

In the first year, nothing that I could identify.

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

Initially, because my inheritance from my father was in a Standard Life wrap

How has Adam Dent helped you?

I am clueless in these matters, and Adam has been very patient in explaining everything. He has been immediately responsive to my queries

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I am not sure. I have no complaints apart from the charges, but I know they are competitive, so nothing to do better there

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

Retired and needed sound advice on investing a lump sum for growth.

How has Adam Dent helped you?

Assessed my attitude to investment risk, and invested in a wide range of funds to maximise growth, and reduce risk.

Have you seen the outcome you were hoping for?

Oh yes!

What could they have done better?

I cannot think of anything.

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

To combine my multiple pensions and initiate a 25% tax-free lump sum

How has Adam Dent helped you?

Adam has consistently provided me with excellent pension advice, remains readily available whenever support is needed, and conducts himself with a high level of professionalism while maintaining a personable approach.

Have you seen the outcome you were hoping for?

100%