Scott Kerr

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

We needed advice on our pensions

How has Scott Kerr helped you?

Scott showed us how we could retire at the age that we wanted to by looking at our finances as a whole and setting up an extra pension to allow retirement without having to take the NHS pension.

Have you seen the outcome you were hoping for?

Yes, we can see how over the next few years that things will fall into place

What could they have done better?

Nothing - Scott provided a service beyond what we expected. We had never really thought about what our future would look like and how we could achieve it. He broke things down and explained in simple terms how it could be done. We felt very safe in his hands and would highly recommend.

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

After setting up my own company, buying a house and getting engaged I thought it was time to consider how my finances should be cared for going forward and how to make the most of my future investments.

How has Scott Kerr helped you?

Scott made things clear and simple and provides the straightforward advice and recommendations that I will benefit me the most now and in the future.

Have you seen the outcome you were hoping for?

I am, steadily and I have much greater peace of mind now.

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

I recently bought my first home and also moved jobs so I needed my pensions looking into and some personal protection insurance.

How has Scott Kerr helped you?

Scott has been amazing. He has given me practical, relevant and relatable advice. I’ve been putting off sorting out my pensions and life insurance for so long but Scott has made is so simple and stress free- thank you!

Have you seen the outcome you were hoping for?

Absolutely and look forward to working with him in the future too.

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

Looking for a retirement plan and also to leave something for my daughter.

How has Scott Kerr helped you?

Arranged a pension, life insurance and investment ISA.

Have you seen the outcome you were hoping for?

Yes, the whole process was great and Scott made it easy.

What could they have done better?

Nothing, it was great.

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

I met Scott at a business networking event and mentioned I was thinking of buying a house with mony I had recently been left.

How has Scott Kerr helped you?

Put me in touch with a mortgage adviser who dealt with mortgages for people with poor past credit history. Also gave me advice where to place money in the interim.

Have you seen the outcome you were hoping for?

His advice was good as was the recommended mortgage advisers' and though we havent taken a mortgage yet because of an unexpectedchange in my parners circumstances. I will be going back when we are ready.

What could they have done better?

Nothing to improve. He gives best advice for the client. Even when it brings no commission for him.