Ben Cordiner

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

Older family members had already been getting advice on money management. We were planning a family and, at the same time, thought it best to make sure we had everything sorted out financially and insurance-wise for the future.

How has Ben Cordiner helped you?

He has always been there to advise us when we have needed it. He has provided an overall plan and flexed it over time to suit our changing circumstances. This gives us confidence in knowing we have done the basics and not-so-basic steps correctly.

Have you seen the outcome you were hoping for?

Yes, our investments have grown nicely and predictions for future income, pensions, school fees and university fees are all on track. We have regular meetings with Ben to adjust the plan and are confident it is fit for purpose.

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

Forward planning for retiirement

How has Ben Cordiner helped you?

Management of funds released on sale of family Business. Assisted with extended family financial planning to fund medical care. Funds received following death of husband

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing. Have led me thru various situation with care and compassion

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

Retirement and what to do with my work and state Pension

How has Ben Cordiner helped you?

Initially Ben provided financial assistance on how best to manage my Pension pot when I retired. Since then he has advised me on how to make best financial use of my savings. This leaves me to enjoy my retirement without any financial worries

Have you seen the outcome you were hoping for?

Excellent outcome - Ben's advice has ensured that I can enjoy my retirement in the knowledge that I have the financial backing to support my chosen lifestile

What could they have done better?

Nothing

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

Initially a smallish lump sum that came from an endowment mortgage prompted us to realise that we needed advice to gain the maximum benefit from it.

How has Ben Cordiner helped you?

Ben has helped us both with investment advice and detailing options available to us with retirement funds and pensions.

Have you seen the outcome you were hoping for?

Yes, we believe that without acting on his advice we would now be in a less stable situation.

What could they have done better?

Happy with the way our contact operates.

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

My lack of knowledge of the financial markets

How has Ben Cordiner helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Improved office organisation