Naomi Keith

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

We recently moved house and Naomi made the whole mortgage aspect of that experience smooth and stress-free. Always on hand to answer any queries big or small, and ensured we got the best rates possible. Would highly recommend!

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

We have invested further and Naomi has always shown a total understanding of our requirements.

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

Naomi allows me the luxury to be completely hands off in relation to the investment holdings and ongoing strategy for my portfolio. The regular updates and planning tools used are so helpful, especially when the rules are always changing! Thanks to all at Aspire.

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

Fantastic service, very supportive and helpful

How has Naomi Keith helped you?

Naomi is extremely kind, thorough, articulate and patient.

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

Naomi and her excellent team have continued to offer me important advice and help in managing my finances.

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

Helped my daughter with her mortgage. She was in a panic overwhat to do.

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

Buying my home

How has Naomi Keith helped you?

I knew nothing at the beginning and now I am confident

Have you seen the outcome you were hoping for?

Yes 100%

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

My husband and I wanted to buy our first home and we needed advice regarding the options available to us and also someone to help us through the property buying process.

How has Naomi Keith helped you?

She gave us lots of advice, explaining everything in detail in a way we could fully understand.

Have you seen the outcome you were hoping for?

Absolutely, my husband and I now live in our own home, in a house we didn't think we would ever be able to afford!

This review is a follow-up review from a client who left a review previously.

How has Naomi Keith helped you since your last review?

Yes, Naomi's continued support, advice and encouragement give us great confidence

Please provide a brief comment about your experience with Naomi

Naomi was very helpful. I've found other financial advisors I've spoken to before Naomi to be withholding, whereas Naomi was the opposite, she was very direct and open in answering each of the questions I put to her. I have a much clearer sense of how to move forward with her help.

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

We wanted some advice about the sale of a property, financial planning and pension planning.

How has Naomi Keith helped you?

She was able to forecast out spending and discuss multiple options with us for future actions. She was very approachable and easy to work with, which we really appreciated.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Naomi was really kind, clear and informative.

Please provide a brief comment about your experience with Naomi

I am in the early stages of a separation and had an initial conversation with Naomi today about my financial future. She was absolutely brilliant. She provided me with excellent guidance and advice, explained financial terms in an accessible way and gave me tools and practical next steps to support me at this time. Thank you Naomi!

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

Inheritance and tax/savings advice

How has Naomi Keith helped you?

She has been my trusted financial advisor for many years. She has set up plans for me depending on the different stages of my life

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Naomi

I was not a client of Naomi’s – it was just one phone call about getting an overview of the situation. But I felt like one, i.e. very well taken care of and given very sound advice on exactly the issues I needed. I found Naomi after searching on VouchedFor for financial advisors in the Bristol area that could cover mortgages, pension *and* financial investments – and how best to juggle all three, how best to combine them for my specific situation. I picked Naomi because her profile suggested a strong competence on all those three points and when she called me back for an initial conversation, that was proven right. She listened carefully to my situation, then provided her advice and answered my questions patiently. She brought clarity to a situation where every step is such a crucial choice both for and against things which then have serious repercussions down the road. Her advice was expertly done, down to earth without talking down to me. I felt taken seriously and, in the end, reassured about choices and was even left with food for thought. For such a short conversation, Naomi managed to pack a lot into it! In short: an excellent experience and I recommend her without hesitation.

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

I wanted to get some validation that I was doing the right things for my financial planning.

How has Naomi Keith helped you?

She inputted my information and used it to create a model of my income and expenses and explained how it works. She reassured me that I am on track to reach my goals and provided valuable advice regarding SIPs. She has provided comfort and reassured me that i am doing the right things.

Have you seen the outcome you were hoping for?

Yes, i am very happy with the service and i will stay in touch in the future.

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

I was unclear and concerned regarding my future finances.

How has Naomi Keith helped you?

After seeing Naomi and discussing my issues, I felt instantly happier about my future plans. We discussed pension plans and saving investments along with the possibility of selling my property but and now understand there is no urgency to do that. Naomi is easy to talk to and very clear with forecasting financial scenarios.

Have you seen the outcome you were hoping for?

My initial plan was to have better knowledge on where my financial future was going, and I now have that.

What could they have done better?

Nothing

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

Pending retirement

How has Naomi Keith helped you?

Guided me to making sound financial decisions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

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

Recently divorced and approaching retirement.

How has Naomi Keith helped you?

Naomi gave me the financial confidence to embrace life again having never been in charge of my own finances

Have you seen the outcome you were hoping for?

Yes, I now feel in control of my financial destiny.

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

Bequeathed money from relative

How has Naomi Keith helped you?

Helped with investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know. All very helpful

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

I wanted to better understand my current financial position as well as plan for my future.

How has Naomi Keith helped you?

Naomi has completed a full financial review with me, answered all of my questions, explained all of the data clearly and has signposted me to additional information.

Have you seen the outcome you were hoping for?

Yes - most definitely. I feel more confident now in being able to make financial decisions.

What could they have done better?

I honestly don’t think that there is anything I could add.

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

An initial introduction meeting was set up by my employer. I followed up with a 1-2-1 with Naomi.

How has Naomi Keith helped you?

Provided really clear advice in terms I could understand once I had provided her with the context.

Have you seen the outcome you were hoping for?

I will be implementing these following Naomi's advice.

What could they have done better?

Advice for on point. Nothing additional needed.

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

Needed financial advice & planning for the future

How has Naomi Keith helped you?

By giving advice based on my personal situation and circumstances

Have you seen the outcome you were hoping for?

Was given sound advice at the time I needed it

What could they have done better?

N/A

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

I have never been in touch with an advisor before so I wanted more knowlege surrounding the topic of Mortages so I understood my options.

How has Naomi Keith helped you?

Naomi has helped gain some clarity on the topic and has allowed me to plan what steps to now take.

Have you seen the outcome you were hoping for?

Yes, she has been more than helpful.

What could they have done better?

I have no cristism,

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

planning for the future

How has Naomi Keith helped you?

yes, greatly

Have you seen the outcome you were hoping for?

hoping to at retirement

What could they have done better?

nothing

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

My employer arranged some financial wellbeing sessions, so I jumped at the chance as it's been something on my to do list for a while.

How has Naomi Keith helped you?

Naomi really helped cut through a lot of the confusion I'd previously experienced with pensions and retirement planning. Putting things in simple terms and in todays money hugely helped understand my circumstances. Naomi also offered some great tips to make the most of allowances.

Have you seen the outcome you were hoping for?

Yes, it's helped me put my mind at rest and given me some better understanding of options when the time comes.

What could they have done better?

Nothing I can think of.

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

Naomi helped me with pension planning - she made everything very clear to me and was extremely helpful with different options and advice. It was clear that she knew her stuff and I would highly recommend her, in fact I already have!

How has Naomi Keith helped you?

yes - things feel much clearer about my future.

Have you seen the outcome you were hoping for?

yes - I feel reassured.

What could they have done better?

I can't think of anything she could have done to improve an already brilliant service.

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

I was offered the opportunity from my employer Molson.

How has Naomi Keith helped you?

Naomi, answered financial questions that I have been wondering about for years and gave me real clarity. Naomi was super knowledgeable and very helpful and friendly.

Have you seen the outcome you were hoping for?

Yes definitely and exceeded my expectations.

What could they have done better?

Nothing.

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

I was offered the chase of a 30 minute consultation through work.

How has Naomi Keith helped you?

Naomi has provided great advise about morgage rates and options. She also gave very clear explainations of teh positives and negatives of different morgage options, and what optiosn would be best for me.

Have you seen the outcome you were hoping for?

Absolutely. Following teh advise from Naomi, I have looked further into what I beleive is the best option for me.

What could they have done better?

At the moment nothing. Once I am in a better position, I hope to get back in contact with Namoi and gain more advice.

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

I needed to plan for my retirement and reorganize my finances on being widowed.

How has Naomi Keith helped you?

She gave me a very clear view of where I stand financially, when I can afford to retire and at what sort of income, and what I might be able to leave to my children.

Have you seen the outcome you were hoping for?

Yes. I feel I have a much better grasp of my finances and confidence that they are organized sensibly.

What could they have done better?

I really don't think I could have had better advice

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

My previous adviser neglected me.

How has Naomi Keith helped you?

She has given my finances a thorough overhaul with impressive focus, and, in the options she then presented to me, she has shown a thorough and up-to-date knowledge and understanding of what is available to best suit my needs, plus the best timing. She commits to paper, setting out clearly in fine detail the state of my finances together with her advice, and she is always available to speak to.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was recently divorced.

How has Naomi Keith helped you?

Naomi carefully listened to and fully understood my situation and needs, which she thoroughly summarised. She was very understanding, empathetic and non-judgemental about my situation which allowed me to be fully open and meant we could work well together. She has provided me lots of useful advice and practical support with my financial planning. As a result, I feel so much more confident and secure about the future of my financial situation.

Have you seen the outcome you were hoping for?

The initial outcome I was looking for was to get some advice and support, to get organised, to get a plan in place and to feel in control. This outcome has been fully achieved.

What could they have done better?

Nothing.

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

Initially a divorce forced me to hire a financial advisor. It was the best decision. Having someone on hand who you can contact anytime is fantastic for streamlining finances and getting sage advice.

How has Naomi Keith helped you?

In all aspects. From planning, to investing, to pensions, diversification of assets and ensuring I have the basics covered. Annual check-ups and on the go advice as and when needed.

Have you seen the outcome you were hoping for?

Yes, 100%. I would strongly recommend Naomi Keith for anyone. Responses are honest and speedy. I personally prefer a no-faff approach and Naomi Keith offers just that - simple, speedy, breaking down the complex into something simple.

What could they have done better?

Nothing.

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

Pensions and Divorce Settlement

How has Naomi Keith helped you?

Navigating the intricacies of the pension system during divorce is daunting, but I found the service offered by Naomi Keith and her team to be exemplary. Naomi is knowledgeable, efficient, pleasant and seems really interested in the individual client. Everything proceeded in just the way he had outlined, and what could have been a trying process, was remarkably easy. I’m not sure that I was either able or willing to undertake the remarkable amounts of paperwork involved in pension sharing, but all of it was handled professionally and efficiently on my behalf. Most of the time, I just had to sign on the dotted line. I wholeheartedly recommend Aspire as an invaluable resource for anyone needing assistance with a pension sharing order & settling a stressful divorce.

Have you seen the outcome you were hoping for?

As much as can be gained during a divorce settlement.

What could they have done better?

Can not think of anything Naomi could of done better

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

Many existing Pensions that needed reviewing to allow Retirement to be planned

How has Naomi Keith helped you?

Reviewed all my existing pension schemes and current/predicted outgoings to allow a cash flow plan to be produced. Pensions amalgamated into the fund with least charges and the cash invested into more productive shares based on anticipated draw down of pension

Have you seen the outcome you were hoping for?

Initial amalgamation achieved - better performing shares yet to be realized!

What could they have done better?

Ask me again in 12 months

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

Pension advice, and support with Mortgages

How has Naomi Keith helped you?

Naomi has incredible knowledge around the subjects that we discussed. Naomi was able to empathise and support me in making the most appropriate decisions for my situation. I did not know where to start, and Naomi made the whole process so easy and simple.

Have you seen the outcome you were hoping for?

Yes 100%. Naomi has been with me all the way, and will continue to support me moving forward.

What could they have done better?

In my view, nothing, as I feel I have been informed of what my choices were, what would be more helpful and what would not be helpful.

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

My husband and I had a hotch potch of investments and pensions and no clear visibility of our financial future. We enlisted Naomi to help us consolidate and gain clarity on our position and decision making.

How has Naomi Keith helped you?

Naomi provided clear and practical advice about maximising our investment through efficient tax and best rates. She supported us to bring a number of small investment pots onto a single platform for improved visibility. The service included all the administration. She also advised us with data to choose the most ethical plan. All advice was framed by a detailed understanding of our life context and choices for retirement.

Have you seen the outcome you were hoping for?

We now have a single pane of glass to view our portfolio and a model to make financial choices for the future. I now feel I have understating and control.

What could they have done better?

Too early for me to comment if the approach will be successful

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

I have been a self employed person during my career and needed a sounc financial adviser to take me through the complicated process of saving for my personal pension.

How has Naomi Keith helped you?

Naomi has been trustworthy, open and friendly in her dealings with me as a client. I have always been able to ask Naomi questions and she has been fast and efficient in finding answers for me.

Have you seen the outcome you were hoping for?

Yes, I have experienced the outcome that I was hoping to achieve in my retirement. I feel that I have always received excellent service from Naomi and felt like a valued client.

What could they have done better?

There is nothing that Naomi could have done better.

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

We were heading towards retirement and wanted to advice on how to best organise pensions and investments.

How has Naomi Keith helped you?

Naomi provided advice and we have followed this advice on investment and pension planning.

Have you seen the outcome you were hoping for?

I am happy with the advice and planning.

What could they have done better?

No issues.

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

To review my financial circumstances and plan for the long term future. To ensure that I am contributing enough into my pension and plan sensibly for the future.

How has Naomi Keith helped you?

She helped me to decide what to do in the coming year and beyond in terms of savings and pension planning. She helped me decide about my ideas regarding whether to invest in a second property.

Have you seen the outcome you were hoping for?

Yes absolutely. I felt completely reassured and secure in my decisions for the future.

What could they have done better?

Let me know there was a carparking space available! That's it really. :-)

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

I had a couple of pensions which were dormant and wanted to add them to a new one. Also, was looking at an investment opportunity.

How has Naomi Keith helped you?

Naomi consolidated my pensions and gave me excellent investment advice. I now have an ISA too.

Have you seen the outcome you were hoping for?

I have seen above what I expected. The returns have been impressive.

What could they have done better?

I could not have done better. I have seen financial advisers in the past who were not as good with advice.

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

General management of investments and pensions looking ahead to life planning and retirement.

How has Naomi Keith helped you?

Explained clearly risks, options, state of the markets. Provided sensible options for investment and then managed investments. Provided regular updates and health checks and tweaked investment strategy as necessary. Given me confidence with my investments.

Have you seen the outcome you were hoping for?

Yes. Long term planning with medium term assurance to enable the making of key decisions around future life plans and retirement.

What could they have done better?

Generally nothing, although with recent 2022 market fluctuations, maybe just some reassurance as to continuance of investment strategy, thus minimising worry.

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

We were looking to review our employee protection policies to ensure that everyone received the best cover possible and to make cost savings where possible

How has Naomi Keith helped you?

Naomi reviewed our policies and has enabled us to provide our employees with much improved protection policies and saved the business a significant amount of money in the process.

Have you seen the outcome you were hoping for?

Yes

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

We needed help in planning for the future and ensuring that our finances were structured in the most tax efficient manner.

How has Naomi Keith helped you?

Naomi has helped us manage and consolidate our investments and pensions. She was also great when looking for mortgages to both buy our property and subsequently renovate it.

Have you seen the outcome you were hoping for?

Yes, absolutely. We’re very happy with all Naomi’s assistance.

What could they have done better?

Nothing

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

I was going through divorce and needed financial support.

How has Naomi Keith helped you?

Naomi removed all the stress and worries and provided clear and concise information at a time when I was under intense pressure and unable to see the wood for the trees. She was a huge help in sorting my pension transfers and creating clarity for me.

Have you seen the outcome you were hoping for?

Yes, Naomi was extremely helpful.

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

I wanted an independent expert to provide objective financial advice to me and then my wife.

How has Naomi Keith helped you?

Naomi has advised my family for the last 10 years. As a mother of school going children, she understands the financial demands on a young family and uses common sense to make it work sensibly.

Have you seen the outcome you were hoping for?

Absolutely. It is a real relief knowing that you have an expert providing solid, consistent advice.

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

Looking at long-term options with regards to assets and property to provide income on retirement.

How has Naomi Keith helped you?

Naomi came up with a cleverly constructed strategy to enable retirement at an earlier date than expected. She has also enabled us to use property assets in an advantageous way that we had never considered.

Have you seen the outcome you were hoping for?

Much better outcome than anticipated - thank you Naomi!

What could they have done better?

All was perfect.

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

Needed advice

How has Naomi Keith helped you?

By being clear and having an good grasp of the relevant facts

Have you seen the outcome you were hoping for?

I think so

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

Was advised by my employer and Naomi was recommended

How has Naomi Keith helped you?

Naomi has given advice to both myself and my husband on future planning for retirement enabling us to feel secure about our future. she explains our finances clearly so that we are not to baffled with terminology that we do not understand. Extremely friendly, personable and helpful.

Have you seen the outcome you were hoping for?

We are getting there and hopefully by retirement we are on plan

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

We had £200,000 to invest and on the advice of our Solicitor decided to take on Aspire.

How has Naomi Keith helped you?

Excellent advice at all times and a great understanding of our particular needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that we can of

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

We needed more specialist guidance on what to do with our investments and savings and to think about our long term financial goals.

How has Naomi Keith helped you?

As we have got to know Naomi and have become more familiar with the breadth of support she is able to provide, we have become more and more reliant on Naomi's help on a number of things. In particular, I don't think we would have managed to move house without Naomi's help on mortgages, and we have been really pleased with the returns we've seen on our investments despite the past few years having been a very uncertain period economically.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Naomi has always been very responsive, very pragmatic and very supportive. I can't fault what she does.

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

Needing help advising on returns on cash savings and pensions

How has Naomi Keith helped you?

Advised on various pension options and schemes and investment products beyond ISAs

Have you seen the outcome you were hoping for?

Yes

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

I needed a buy to let mortgage.

How has Naomi Keith helped you?

Naomi explained all my options and found a mortgage I was happy with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. It was a really positive experience.

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

Remortgage

How has Naomi Keith helped you?

Naomi made the whole remortgage process simple from start to finish and provided total peace of mind

Have you seen the outcome you were hoping for?

Yes very satisfied

What could they have done better?

Nothing

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

Death of relative

How has Naomi Keith helped you?

Sorted it all out

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

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

I was getting divorced and had to sell my property. I needed advice in order to buy a new property and invest my pension settlement.

How has Naomi Keith helped you?

She has taken time and trouble to advise me on all the matters I was concerned about so that I feel happy for my financial future.

Have you seen the outcome you were hoping for?

I was able to buy a property and feel confident about my financial future.

What could they have done better?

Nothing to my knowledge.

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

Retirement planning

How has Naomi Keith helped you?

move our pensions into one drawdown investment and set up isa

Have you seen the outcome you were hoping for?

Ok at this time, yes.

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

I was a financial adviser before retirement and was looking for a top quality adviser to manage my personal assets going forward.

How has Naomi Keith helped you?

Naomi has structured my assets to provide a sustainable income in retirement.

Have you seen the outcome you were hoping for?

For me communication and clarity are important and both have been provided.

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

They were provided by my previous employer.

How has Naomi Keith helped you?

She has primarily assisted with pensions advice. I met Naomi at that employer and reengaged her when I changed my job and she joined Aspire.

Have you seen the outcome you were hoping for?

ASbsolutely, Naomi is very clear in explaining the pros and cons with every decision I make.

What could they have done better?

Nothing

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

Sudden death of my husband. He didn’t have a Will and I needed help with probate and managing pension monies left to me.

How has Naomi Keith helped you?

She has helped me understand investments and has provided advise on ways to maximise money via pensions and investments. She has provided clear, concise advice which has help guide my financial decision making.

Have you seen the outcome you were hoping for?

Not totally, but this appears to be due to poor economic climate and volatile markets currently.

What could they have done better?

New investors need reassurance, regularly, and although the email news letters It’s About You, are informative I wonder if they could include some updates about how investments in companies/businesses are doing or predicted to do in future.

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

Naomi was recommended to me, along with other FAs, during my divorce. I spoke to several, but it was clear to me that Naomi really understood my requirements, was clear and extremely focused.

How has Naomi Keith helped you?

Not only has Naomi helped secure my financial future, she has helped me overcome many worries, financially and emotionally during a very difficult time.

Have you seen the outcome you were hoping for?

Definitely. I had never dealt with a FA before this and only wish I had met Naomi earlier.

What could they have done better?

Personally, I have been delighted. I feel that Naomi has always gone to the next level, always thinking ahead and nothing gets past her.

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

My former employer offered a pension, together with pension advice, from a large London-based company, which was when I first met Naomi. When she moved to Aspire, I and my pension moved with her.

How has Naomi Keith helped you?

Naomi has always been at the end of the phone or email and always ready to help with advice and, importantly in my case, reassure me when the money markets weren't doing so well. She has always been straight with me and not tried to sugarcoat her advice, which means I trust her and her advice, and that has always been to my advantage in terms of the way my pension and investments have grown. She has taken the time to understand my situation at different points in my career, the kind of life I lead and my concerns or hopes for the future. She has also sorted out the many disparate accounts and investments I had and they are much more streamlined now, and so easier for me to understand and manage - and they will be easier for my executor to understand and deal with after my death (not or a while yet, I hope!). Also, Naomi doesn't overwhelm me with documentation, and is ready to explain thoroughly anything she does send to me.

Have you seen the outcome you were hoping for?

Yes, the performance has been good and I currently feel confident in my financial position.

What could they have done better?

Nothing that I can think of.

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

I needed to make sure I was making smarter investment decisions and maximising my tax free earnings

How has Naomi Keith helped you?

Naomi has been helping me with financial advice for many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

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

Difficult decisions about future financial planning as the result of a sudden change of circumstances

How has Naomi Keith helped you?

She has given us confidence that we are in control and together we have been able to plan for spending on a major project now, as well as a secure future and, with luck, a well-protected inheritance for following generations

Have you seen the outcome you were hoping for?

I imagine we will continue to work with Naomi for many years to come. It will be a pleasure.

What could they have done better?

We are very happy with every aspect of our relationship with her

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

Approaching retirement and felt need to have specialist advice

How has Naomi Keith helped you?

She took care to understand fully my situation and what I wanted to achieve and advised accordingly

Have you seen the outcome you were hoping for?

yes, I have been very happy with the results

What could they have done better?

Nothing

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

I needed to unify all my financial assets and re-organise my pension planning.

How has Naomi Keith helped you?

She has consolidated a number of investments and co-ordinated my pension. She has also advised on more complex pension funded acquisitions

Have you seen the outcome you were hoping for?

yes. very happy that I have a much clearer picture of my portfolio

What could they have done better?

not a lot!