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

I was considering voluntary severance and early retirement. I wanted clarity on what my options were if I were to retire early.

How has Christopher Wotton helped you?

Christopher discussed my situation and desired outcomes and came up with a solution that was even better than I had hoped for. I liked it that Christopher let me go at my own pace as I went through the process.

Have you seen the outcome you were hoping for?

I am very happy with the option I took and the resulting outcome.

What could they have done better?

Nothing, I am very happy with the advice received

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

Savings and pension advice

How has Christopher Wotton helped you?

He has arranged life insurance, helped with pension advice and helped with arranging my ISA investments.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome

What could they have done better?

In my view everything has been done to my satisfaction

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

A few years before reaching pensionable age, felt the need to get professional advice on how best to use my private pension and savings.

How has Christopher Wotton helped you?

Two important ways, amongst others: a) identifying vehicle into which all my pensions/savings could be invested and b) recommending the most tax efficient ways to access my savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So, far advice received has been excellent.

Please provide a brief comment about your experience with Christopher

Chris has a very welcoming Personality with good Financial Knowledge and aptitude. Very keen to assist and never to rush which will add to make any Face to Face meeting feel at ease. Very polite and always prepared to Listen and give sound advice.

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

Whilst I had accrued a mixture of pensions during my employment I felt it was the right time to have professional advice.

How has Christopher Wotton helped you?

Having reviewed my pensions with me, Chris gave me an overview and a number of scenarios which helped me to understand my options

Have you seen the outcome you were hoping for?

I’m not looking to begin drawing down my pensions immediately but as they are now neatly combined it will definitely be easier to manage when I do.

What could they have done better?

Can’t think of anything.