What were the circumstances that caused you to look for a financial adviser?
I decided to retire from work.
How did Andrew Finnie help you?
Andrew and his team advised me on transfer of my pension pot from my employers scheme to an alternative provider that suited my personal financial requirements.
Have you seen the outcome you were hoping for?
I have been entirely satisfied with the performance of my investment, the value has begun to return to pre covid levels.
What could they have done better?
I was given clear understandable advise throughout the transfer process, I had different options explained to me and was given time to decide for myself. I have no complaints.
Dumfriesshire
- August 2021
