Billy Ambler

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

Not happy with my pension

How has Billy Ambler helped you?

He has took over the management of my pension fund

Have you seen the outcome you were hoping for?

Yes so far pension is performing a lot better

What could they have done better?

Nothing

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

I had a work pension that I had to take at 60. However, as I was still working, I wanted more flexibility in how I received the money from 'this pot'. I also wanted to invest this money so in the event of an early death my sons would have access to anything that was left.

How has Billy Ambler helped you?

Billy has been very good at explaining the various options available to me, the best way of drawing on these funds and in calculating what I can expect to live on when I get to retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know.

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

I had my company from 2000 and Billy is and has a great adviser to look after me, after 5/6 years, My company finished just about Covid. Billy told me about the investments and this made me felt easy to speak and meetings.

How has Billy Ambler helped you?

Billy was an unbelievable man, a friend, helped me and my family. I had a terrible accident, I was in hospital 4 months - that was in 2022. Billy spoke all my family, made looking everyday to help. He seen in my hospital - in a way to tell me and looking the investments and pensions, to ensure we would be feeling fine.

Have you seen the outcome you were hoping for?

Billy had an outcome was more 11/10. An outcome just brilliant and spoke a few days with Billy, it was a great day.

What could they have done better?

Nothing.

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

Wanted to consolidate pensions and investments and understand retirement options

How has Billy Ambler helped you?

Billy has provided solid financial help and advice. Consolidated all our pensions and investments and provided consistent assurances and support along the way

Have you seen the outcome you were hoping for?

Yes, above our expectations

What could they have done better?

N/a

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

I wanted to commission a financial advisor to conduct a thorough evaluation of my pension plans and to provide expert guidance on the most suitable investment options for my future retirement security.

How has Billy Ambler helped you?

Billy has consistently exceeded my expectations with his help and advice and has provided an excellent level of service. I am now satisfied that my pension and financial arrangements and now robust and well positioned to secure my future, this is wholly down to the expert advice and guidance that Billy delivered.

Have you seen the outcome you were hoping for?

The outcome has surpassed expectations with exceptional results being achieved. I now feel 100% confident as I move towards retirement

What could they have done better?

I struggle to think of an area where expectations have not only been met but have been exceeded

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

I'd got to a financial stage where I was unsure what to do next. Billy has given me invaluable advice over the past 7 years and I have seen a huge improvement in the way my finances are handled.

How has Billy Ambler helped you?

Billy has helped me with pensions, ISA's, General Investment Accounts, Insurance and has even helped me with my mortgage!

Have you seen the outcome you were hoping for?

I have definitely seen the outcome I was hoping for.

What could they have done better?

I can't think of a way they could improve their service. I have been blown away.

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

Retirement

How has Billy Ambler helped you?

Billy has helped me by listening to what I needed and providing clear accurate advice on how to best invest and manage my investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Billy is always available and able to sort any of my questions

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

Long term financial planning including retirement

How has Billy Ambler helped you?

Billy has spent a lot of time discussing our options and the benefits and risks of his advice. He has listened to our needs and continually checked with us on both how we planned for retirement and now how to manage our finances in retirement.

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

I'm not aware of anything

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

I had to take my main pension at 60, but as I didn't want to have this drip fed at this time and preferred a more flexible approach, I decided to reinvest. For which I needed a financial advisor.

How has Billy Ambler helped you?

Offered possibilities of retiring earlier if I should I wish wish to do so.

Have you seen the outcome you were hoping for?

On the whole - yes.

What could they have done better?

Don't know.