Simon Stygall

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

We are within 10 years of retirement and wanted some professional advise on how to maximise our income in retirement and plan for the future.

How has Simon Stygall helped you?

He has provided very clear explanations and excellent advice on our pension investments which has enabled us to feel more confident as we approach the next stage in our lives.

Have you seen the outcome you were hoping for?

It is relatively early days but we are already seeing much better yields on the funds we are investing in.

What could they have done better?

Nothing - we are really impressed and delighted with the service provided. We feel really looked after.

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

My wife and I had pensions we felt were underperforming and we were looking for advice as we did not need to start drawing our pension for a number years

How has Simon Stygall helped you?

Simon looked at our financial situation and what we need to acheive

Have you seen the outcome you were hoping for?

So far so gooSimon was excellent

What could they have done better?

Overall they were very good so not very much perhaps a little quicker to come back a little quicker

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

My wish to transfer a defined benefit pension to a SIPP.

How has Simon Stygall helped you?

Simon, supported by the excellent team at Flying Colours, has provided high quality specialist advice (around transfer of a defined benefit pension to a SIPP) which has enabled me to achieve my financial planning objectives.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service provided was consistently excellent. I do not think the process could have been better managed.

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

Simon is my replacement adviser for Close Brothers

How has Simon Stygall helped you?

I have only met Simon once as he is my new relationship manager. Although I cannot as yet say too much regarding the value etc I did find him to be very personable and I believe he will serve me well

Have you seen the outcome you were hoping for?

n/a

What could they have done better?

n./a

Please provide a brief comment about your experience with Simon

Simon came highly recommended by a mutual friend and has given me some excellent advice about investing. I’ve previously worked in financial services, however stocks and shares weren’t my area of expertise, so Simon gave me some pointers and made me feel at ease. I’ve got a few pensions dotted around that need sorting out so I’ll be coming back to him shortly for that. An incredibly nice chap who asks the right questions, listens and gives advice that’s easy to follow.