Stuart Bridge

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

In my working life, I had secured multiple pensions from different employers and also from a personal policy. I had carried out my own research into pension planning, following the change of legislation in 2015 and i believe it would be in my best interest to consider the advice of a financial adviser, rather than rely on my own findings. Initially, I had used Hargreaves Lansdown for basic information, which was very helpful, but I also compared their services with another financial entity, for the sake of more choice, in the interest of costs.

How has Stuart Bridge helped you?

I found that Stuart listened to my points of view and questions, with patience, in acknowledgement that although I have a financial background, with a reasonable awareness for 'the world of pensions', I am not an expert in this field. The process of pension planning from the initial meeting to report presentation and the ensuing action taken, was lengthy, but completely necessary, in order to help with my pension planning, hence I very much appreciate the help that Stuart gave in this matter.

Have you seen the outcome you were hoping for?

I now have a pension investment portfolio, where I am able to review progress and although it is still in the early stages - less than six months from inception, I am satisfied to date with the outcome.

What could they have done better?

This is potentially difficult to answer. At the initial planning stage, together with follow up meetings, I believe that we had discussed all points that were necessary, in order that I would feel confident in making a decision to transfer my existing funds to the new provider, or 'stay put'.

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

I have reached the age that my Aviva pension policy was written to, and wished to ensure the assets were structured in a way that was suitable for my objectives and other considerations. As the pension had safeguarded benefits, namely a guaranteed pension provided by the policy, and I was considering transferring my pension pot into a SIPP, I needed some serious advice.

How has Stuart Bridge helped you?

Stuart conducted a comprehensive review of our current financial circumstances and future plans. He then made sure I understood the implications of taking the guaranteed annuity with Aviva, versus investing in a SIPP with flexible drawdown. He understood our financial goals and developed a strategy best suited for our requirements.

Have you seen the outcome you were hoping for?

Yes, absolutely. Balanced SIPP Drawdown investment portfolio in place.

What could they have done better?

Perfectly satisfied with Stuart's excellent advice, thoroughness and accessibility, and would highly recommend him.

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

Retirement

How has Stuart Bridge helped you?

He reviewed my position and existing investments, he made recommendations by written report and he re-positioned my investments for the future. He also patiently answered my many questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Stuart was very complete in all he did.

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

Retirement is anticipated in the next 5-6 years and I wanted some professional advice and clarity around my current pension position and any actions that could be taken now that would optimize my pension provision position at the point of retirement.

How has Stuart Bridge helped you?

Stuart was able to provide a clear view of my current pension position and the options that were available to me. He was able to explain these in terms that were easy to understand and thereby helped me to assess my position and make appropriate decisions.

Have you seen the outcome you were hoping for?

Yes. A clear action plan was proposed, discussed, agreed and is now being implemented.

What could they have done better?

Frankly, I find it difficult to identify any area where I feel my interaction with Stuart and the process that we subsequently followed could be improved.

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

Sorting out my husbands private pension.

How has Stuart Bridge helped you?

Had already been advised to use HL and Stuart was there financial adviser.

Have you seen the outcome you were hoping for?

Yes ,my husbands wishes have been achieved.

What could they have done better?

We were slightly bamboozeled by the in depth paperwork ,but Stuart was able to explain it to our understanding. He was very patient .