Adrian Wilkins

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

I was recommended to Adrian by a trusted friend

How has Adrian Wilkins helped you?

Pension and retirement advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

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

Pension planning

How has Adrian Wilkins helped you?

Advised and tailored a pension plan that would have the best outcome for me

Have you seen the outcome you were hoping for?

Certainly, to-date at least.

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

My main pension asset was my office / apartment which on retirement was sold and invested to give me a monthly income

How has Adrian Wilkins helped you?

Adrian has looked after my pension for a considerable time. He explains things in a way that I can understand and that's not an easy task!. I have always trusted and valued his advice

Have you seen the outcome you were hoping for?

I'm very pleased that the fund has preformed well. It gives me the monthly income that I require.

What could they have done better?

To have started with a bigger pension pot!.

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

I wanted to invest and protect what money I had

How has Adrian Wilkins helped you?

He has helped guide me in the right direction

Have you seen the outcome you were hoping for?

Not fully

What could they have done better?

I am happy with the service he had given me

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

Recommend by a friend

How has Adrian Wilkins helped you?

Advise on best options for saving

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

.

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

I have taken advice from Adrian for at least 10 years on a range of subjects, he was originally recommended to me by a friend.

How has Adrian Wilkins helped you?

Good professional advice delivered in an easy to understand format.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much really.

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

I needed help and support with retirement planning. Adrian maximised my resources ensuring that I had the best possible deal on retirement. So good was his advise that I have since used him for many other investments.

How has Adrian Wilkins helped you?

It takes a long time to feel reassured about financial planning. Adrian is excellent all aspects and guiding good financial outcomes.

Have you seen the outcome you were hoping for?

Yes in so many ways

What could they have done better?

I have no way of knowing this but I am sure Adrian has done his very best.

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

I was looking for an insight into how I should be investing my money at a young age, rather than just storing my funds in a savings account

How has Adrian Wilkins helped you?

He has shown me different ways of investing my money to maximise returns in the future with detailed descriptions of the pros and cons of each. I now feel better equipped to use my funds effectively and am confident to do so

Have you seen the outcome you were hoping for?

Definitely and this is only improving

What could they have done better?

Nothing, I fully trust Adrian's judgement and that he has always given me the best advice at varying times in my life

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

My previous adviser was unable to continue working

How has Adrian Wilkins helped you?

He has advised me on medium to long term investments

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Don’t know

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

Following a divorce I was aware that I needed to rethink my financial goals and maximise my ability to live independently.

How has Adrian Wilkins helped you?

Adrian has played a major part in helping me to retire and live a relatively comfortable life with no immediate or obvious long term concerns. The difference he has made to my financial standing is something I could not have thought possible.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I’m not a financial expert so I can only reiterate that I have benefited greatly from my ongoing client relationship with Adrian. I know of nothing that I feel could have been done better.

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

To invest funds on a long term investment for retirement.

How has Adrian Wilkins helped you?

He advised an stocks and shares ISA for myself and my wife.

Have you seen the outcome you were hoping for?

Up until the last four years these were building slowly, since then growth has stagnated due to the markets.

What could they have done better?

Due to the present climate I beleive we had good advise.

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

Inheritance tax planning.

How has Adrian Wilkins helped you?

Adrian has effectively been able to advise and action effective estate planning to protect our family estate.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Difficult to think of anything else Adrain could have done.

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

Retiring and receiving an inheritance so I needed to know what to do with the funds to ensure the best income.

How has Adrian Wilkins helped you?

He discussed it through and organised a plan for the funds which I felt safe with

Have you seen the outcome you were hoping for?

Yes, I have a reliable monthly income from the funds which does not diminish the fund

What could they have done better?

No, I am very pleased with the advice I received from Adrian and he was a really pleasant person

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

I had my own limited company and wanted specialist advice on a suitable private pension and investments.

How has Adrian Wilkins helped you?

Adrian has worked with me for over 20 years now, providing advice and practical help with setting up and upgrading my private pension, setting up an Equity ISA, and ongoing financial advice as required, We have detailed annual financial reviews, and I am able to contact him in between times as needed; he is always prompt in his communications with me.

Have you seen the outcome you were hoping for?

I am very satisfied with the financial planning and advice I receive from Adrian. He is professional, knowledgable, and trustworthy. In general I have been pleased with the performance of my private pension, despite the challenging realities of the past and current financial climate.

What could they have done better?

I cannot make any suggestions for improvement in Adrian’s services. As far as I’m concerned he meets all of my financial advisory needs and I would highly recommend him.

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

I wanted to know the best investments for my parents

How has Adrian Wilkins helped you?

He recommended the best tax free investments

Have you seen the outcome you were hoping for?

It’s a long term saving

What could they have done better?

Adrian was so patient helpful and understanding. I felt very confident and completely trusted him

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

We needed advice after receiving a large amount of inheritance

How has Adrian Wilkins helped you?

Adrian understood our plans and provided us with appropriate investment options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We can’t think of anything, Adrian and his team are always on hand to help.

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

Had been meaning to sort out inheritance planning for some time, and also review my investment portfolio.

How has Adrian Wilkins helped you?

Taken all the hassle out of sorting Will and Trusts, and provided good 3rd party advice on investment plans.

Have you seen the outcome you were hoping for?

Yes, great advice and diligent service.

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

We have used Adrian for several years. We are getting older and needed to get things in place.

How has Adrian Wilkins helped you?

Always ready to help us. Good advice always friendly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

Required long term financial planning

How has Adrian Wilkins helped you?

His expertise is outstanding and my investments were placed wisely for my needs and the needs of my growing daughters.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. Adrian invested for me wisely.

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

I was unhappy with the service that I was getting through a bank. He was recommended to me by friends who were happy with the service he offered.

How has Adrian Wilkins helped you?

Financial planning, transferring funds to potentially better investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I'm aware of

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

Wanted to transfer my savings to a better performing ISA.

How has Adrian Wilkins helped you?

Helped me decide on new ISAs.

Have you seen the outcome you were hoping for?

There are signs but will see in the long term.

What could they have done better?

None.

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

Partner has been with hum, seems to be good

How has Adrian Wilkins helped you?

Looking after pensions

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

None

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

the need to simplify my affairs

How has Adrian Wilkins helped you?

given service, given me confidence to make the necessary decisions, first class performance

Have you seen the outcome you were hoping for?

better than i expected

What could they have done better?

nothing

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

I had a potentially large Inheritance Tax Liability and was recommended to see Adrian

How has Adrian Wilkins helped you?

Adrian has helped to significantly reduce the Inheritance Tax Liability

Have you seen the outcome you were hoping for?

Yes, we now have policies and trusts in place

What could they have done better?

Nothing, Adrian and Leilah-Grace were excellent throughout

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

recommended

How has Adrian Wilkins helped you?

given advice

Have you seen the outcome you were hoping for?

not at this time, expectations were higher

What could they have done better?

more communitive of changes and events concerning investments/pensions

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

Adrian was highly recommended to me quite a few years ago.

How has Adrian Wilkins helped you?

Financial, Retirement income, Inheritance planning asa well as advice on Investments and Savings.

Have you seen the outcome you were hoping for?

Yes the outcome has been good.

What could they have done better?

As far as I know he has always done anything well.

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

I wished to consider consolidating multiple pensions

How has Adrian Wilkins helped you?

Consolidating pensions and maintaining pension planning with changes in circumstances

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 sold a business

How has Adrian Wilkins helped you?

He has helped me save tax

Have you seen the outcome you were hoping for?

I guess so

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

I had money to invest

How has Adrian Wilkins helped you?

Given me advice on investing money

Have you seen the outcome you were hoping for?

Too early to say yet

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

Investment and retirement

How has Adrian Wilkins helped you?

Excellent financial advice. Need to now make some decisions

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Othibg

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

I sold my property and wanted to invest the money and required honest advice

How has Adrian Wilkins helped you?

Adrian has looked after my money by investing it in the right direction to achieve maximum growth and protected it too

Have you seen the outcome you were hoping for?

Absolutely and have had many updates from Adrian and excellent feed back

What could they have done better?

I’m very confident and happy with Adrian’s service .

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

I was struggling financially and wanted some advice.

How has Adrian Wilkins helped you?

He took the time to understand our personal circumstances. He is very knowledgeable and skilled at financial planning and found creative solutions that fully met our needs during different times of our lives.

Have you seen the outcome you were hoping for?

Absolutely! Adrian initially helped me and during later years has advised both myself and my husband enabling retirement and investment planning.

What could they have done better?

Perhaps reviews could be twice yearly instead of annually.

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

Looking to consolidate a number of pension schemes plus general financial planning

How has Adrian Wilkins helped you?

Consolidating a number of pension schemes and general planning for the our financial future

Have you seen the outcome you were hoping for?

Yes, good advice coupled with good outcomes

What could they have done better?

Nothing really, always responds promptly to me queries and, in my opinion sound financial advice.

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

I wanted to make sure I was getting the best performance out of my pension

How has Adrian Wilkins helped you?

Used his wealth of knowledge to recommend a pension that works hard for me based on my circumstances.

Have you seen the outcome you were hoping for?

Early days yet but so far, so good!

What could they have done better?

?

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

Personal pension plan

How has Adrian Wilkins helped you?

Explaining pros and cons of different investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing significant

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

I was looking for investment growth and income since I retired

How has Adrian Wilkins helped you?

He advised me to invest in a portfolio which provides me a steady income and capital growth

Have you seen the outcome you were hoping for?

Yes, I have been very happy with the results

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

Long term investments with reasonable growth.

How has Adrian Wilkins helped you?

He advised me to invest in a stock and share ISA to avoid any tax implications.

Have you seen the outcome you were hoping for?

Yes, to start with, but unfortunately the investment stagnated over the last few years. This has now been moved to another provider, which on past performance looks to have a better growth outcome.

What could they have done better?

Sometimes the administration lacks.

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

Needed a mortgage and pension

How has Adrian Wilkins helped you?

Arranged mortgage . set up pension merged pension at later date

Have you seen the outcome you were hoping for?

Yes

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

I inherited some money following the death of my father and thought that the management of these funds might benefit from professional advice.

How has Adrian Wilkins helped you?

Adrian can explain potentially complicated financial matters in layperson's terms and can advise how best to invest in suitable areas.

Have you seen the outcome you were hoping for?

Yes: over the years the funds managed by Adrian have grown and have, in addition, provided some income.

What could they have done better?

I have no faults to find with Adrian's service.

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

I had money to invest

How has Adrian Wilkins helped you?

He allocated my money in the best saving accounts

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No he was excellent

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

I needed financial advice prior to retiring

How has Adrian Wilkins helped you?

Adrian Wilkins gave me very helpful and clear advice and I feel confident that the advice given was in my best interest, and shall continue to use their services in the future

Have you seen the outcome you were hoping for?

Yes I think the best possible outcome has been achieved

What could they have done better?

I have been satisfied with all aspects of the financial planning and support

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

To find better financial planning advice.

How has Adrian Wilkins helped you?

To have confidence in the investments and financial actions he advises us on! Also new areas of investment as well as consolidation.

Have you seen the outcome you were hoping for?

Of course.

What could they have done better?

n/a

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

I was worried about my retirements plans and how best to handle my savings.

How has Adrian Wilkins helped you?

Adrian help me to find great investment opportunities which optimised tax benefits.

Have you seen the outcome you were hoping for?

The plan yielded all the forecast benefits which resulted in me being able to invest in a great pension plan and take a sizeable lump sum.

What could they have done better?

I feel that everything was fully explained and the outcome was very much in line with the advise. I don't think anything could have been done better.

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

Required investment and pension advice after selling a business.

How has Adrian Wilkins helped you?

Adrian helped clarify our needs and delivered a broad range of suitable options.

Have you seen the outcome you were hoping for?

Yes, we've seen turbulent times but feel that we've selected the appropriate range of risk based investments that suit our needs.

What could they have done better?

No really sure.

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

As a small business owner I wanted support to manage my personal pension and then as things grew general financial planning

How has Adrian Wilkins helped you?

Adrian immediately grasped my requirements and maintained regular contact so that he always had an up to date understanding of what was happening, always providing the advice that I needed

Have you seen the outcome you were hoping for?

Yes

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

We have an annual review with Adrian every year we find his advice most helpful and reassuring

How has Adrian Wilkins helped you?

Checked our pension forecast

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

Invest my pension gratuaty

How has Adrian Wilkins helped you?

Invested for me to make money at little risk

Have you seen the outcome you were hoping for?

Not looked yet

What could they have done better?

Nothing all good

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

I wanted to have more control over my savings, as a cash ISA doesn't provide susbtantial enough returns

How has Adrian Wilkins helped you?

He was super helpful in making me understand what my financial options were.

Have you seen the outcome you were hoping for?

Absolutely, I've generated more growth in a few months than I had in the previous two years!

What could they have done better?

Nothing, 10/10

Please provide a brief comment about your experience with Adrian

Mr Wilkins displayed the epitome of class as an expert of his craft, his exceptional, professional and his "above and beyond" mentality really cemented my desire to work with him in the future. He provided an in depth overview of services and actions I could take after coming into an unexpected windfall, and provided a kind, caring and understanding service throughout.

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

We needed savings and investment advice following the inheritance of a significant amount of money.

How has Adrian Wilkins helped you?

Adrian challenged and understood our future plans and presented us with clear options. He ensured we invested the right amount in the right portfolios and advised where and why our investments would be both secure and profitable.

Have you seen the outcome you were hoping for?

Yes - even during this current pandemic our investments have increased.

What could they have done better?

We can't think of anything as Adrian and his team were always on hand via phone, email or zoom. They provided a personable and professional service.

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

I inherited money after my father passed away and I wanted on advice on how to invest it most effectively

How has Adrian Wilkins helped you?

He advised me on starting my own business and gave me advice on how to invest my money effectively

Have you seen the outcome you were hoping for?

Yes!

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

The financial crisis of 2007–2008

How has Adrian Wilkins helped you?

Adrian explained the various options for investing and the need to have a diverse portfolio to protect against peaks and troughs

Have you seen the outcome you were hoping for?

Our investments have shown steady growth above the rate of inflation ( retail price index )

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

I inherited some money from my late father and thought that it would be sensible to seek professional advice re investment.

How has Adrian Wilkins helped you?

He suggested appropriate investments.

Have you seen the outcome you were hoping for?

More or less. The investments have performed well over a considerable period of time.

What could they have done better?

I have found Adrian to be well-informed, approachable and thoroughly professional in his attitude. It would, I think, be churlish and unreasonable to make negative comments.

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

I was looking to build up my pensions and savings for the long term and wished to be advised as to where to investment my money

How has Adrian Wilkins helped you?

Adrian explained the whole investment process and recommended a portfolio of investments which suited my risk attitude. He also reviews my investments regularly and is always available should I need to speak to him

Have you seen the outcome you were hoping for?

Yes, I have been very pleased with the performance of my investments, especially how they have held up during the covid pandemic

What could they have done better?

I am not sure what he could have done better, I have been very pleased with the service he has offered

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

As a business director (and more recently as an investor having sold my business) we recently required family investment, retirement and inheritance planning advice.

How has Adrian Wilkins helped you?

Adrian was able to provide holistic advice across all areas ensuring the advice for each part complemented the other without compromise. He was very professional, patient and of key importance to us, completely open and trustworthy.

Have you seen the outcome you were hoping for?

Yes, we feel reassured about the family finance planning for the next few years and feel that we've been advised appropriately for our attitude to risk and required outcomes.

What could they have done better?

It's difficult to comment, we were very satisfied with the advice and will continue to use Adrian.

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

Having some finance from redundancy package I sought the best way of investing also my pension required sorting

How has Adrian Wilkins helped you?

Adrian took full control with my consent and advised me in the best possible way

Have you seen the outcome you were hoping for?

Sadly with covid and the market not being very vibrant thing have stagnated

What could they have done better?

A phone call on a regular basis would be more reassuring however in the current climate I fully appreciate the difficulty

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

I needed advice planning for retirement income and Adrian was strongly recommended by a friend.

How has Adrian Wilkins helped you?

Provided successful 5% Tax Free income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has always kept me well informed be it good or bad news caused by market fluctuations

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

I was looking to consolidate some old pensions and Adrian was recommended by a trusted friend

How has Adrian Wilkins helped you?

Good advice and even advised NOT to move one pension pot, now my self invested pension is actively managed and has performed well

Have you seen the outcome you were hoping for?

Yes very much

What could they have done better?

Nothing really we have an annual review and if I need to I contact him in between for advice

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

We were seeking a full range of independent financial advice to assist with financial planning.

How has Adrian Wilkins helped you?

Adrian is extremely knowledgeable and skilled. I fully trust his advice which is always well explained.

Have you seen the outcome you were hoping for?

Yes, Adrian’s advice has assisted us in making adjustments and decisions about our life and both current and future financial planning.

What could they have done better?

There is nothing I can think of that I would have liked done differently.