Stacy Saber

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

I have substantial savings and would like to make them more tax efficient and yield long-term gain. I would also like to learn more about pension.

How has Stacy Saber helped you?

Stacy has provided impartial advice based on the financial situation and personal goal about employment and retirement. He prepared a comprehensive wealth management plan for my consideration, without coercing me to buy into any products.

Have you seen the outcome you were hoping for?

I certainly developed more knowledge about investment and pension, and I also become more conscious about managing my finance. As my investment will just start, I cannot comment on the financial gain yet.

What could they have done better?

So far so good.

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

My job has been keeping me quite busy and I did not have time to properly think about how to best put my savings to work. This resulted in me accumulating money purely on the current account and I was not doing much financial planning. I was also not thinking a lot about saving money into pension as that was seeming distant at the time, which resulted in me losing my allowances for contribution into pensions.

How has Stacy Saber helped you?

Stacy has described to me different tax efficient options available to make sure that my savings are not purely depreciating over time. He has also organised my spending, and introduced the importance of building up the pension early especially in light of changing regulation. We have worked out the plan, that we regularly review, around how I should best distribute money across savings and investments and ensure that I will not be in need in case of emergency situations or at retirement. In addition, Stacy is supporting me across a variety of other topics and is always very attentive and responsive. He has provided me with advice or referrals around insurance and mortgage advisory, among others.

Have you seen the outcome you were hoping for?

Yes, I am very happy partnering with Stacy and would strongly recommend him to anyone looking for help with financial planning.

What could they have done better?

n/a

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

Needed help with long term financial planning

How has Stacy Saber helped you?

Set up private pensions and investment accounts for me. Found the best income protection that matched my needs and budget. Offered ad-hoc financial advice

Have you seen the outcome you were hoping for?

Yes

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

Consolidation of pension pots and remortgage.

How has Stacy Saber helped you?

He was very helpful with explaining and assisting with various pension options and mortgage products.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I was very happy with Stacy service

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

I am self employed and did not have a pension plan. I invested in property instead but now I thought of looking at setting up a pension plan.

How has Stacy Saber helped you?

Yes, Stacy helped to set up a pension plan and an Isa that I am happy with.

Have you seen the outcome you were hoping for?

I am very happy with the outcome, until now. It has only been a couple of years since I set up the plans and that, unfortunately, it has not been a couple of good years for growth.

What could they have done better?

I am happy with the whole process and Stacy has been very professional in his discussions with myself, answering all my questions.

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

I left my long term job and was not happy where my company pension was. A friend introduced me to Stacy and after the initial meeting I was happy to switch over to him.

How has Stacy Saber helped you?

He educated me on the different type of pensions, drawdowns etc. together with their advantages and disadvantages. It was a long process where the company that had my pension was not very happy with me moving my pension away from them but Stacy patiently managed the process. He took all the stress without me having to worry about it.

Have you seen the outcome you were hoping for?

I am very happy with my pension status. Unfortunately, due to the last few years' turmoil, my pension is not as healthy as it would have been but I know it would have been in a worse state if I had not moved.

What could they have done better?

It is difficult to say since Stacy is very professional and provided me with an answer to all my queries.

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

I had to rewrite my will following a divorce and was given Stacy’s contact details from a colleague.

How has Stacy Saber helped you?

Stacy helped me strategically plan for my future and adopt a new financial plan. Implementing ideas and goals that I hadn’t previously considered.

Have you seen the outcome you were hoping for?

I feel like I’ve a better understanding of what was needed to put in place in order that my finances are working for me in the best ways possible, giving me a new perspective.

What could they have done better?

Everything was conducted extremely professionally but also explained clearly in a way that makes sense and with a friendly confidence.

Please provide a brief comment about your experience with Stacy

Stacy has a wealth of knowledge which he uses to intelligibly and effectively provide clear, tailored advice. He was patient and transparent when responding to my questions and I felt always that I was in safe hands.

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

I was looking for long term planning advice for my finances, and salary protection tools.

How has Stacy Saber helped you?

Stacy has been outstanding helping me and providing guidance with my insurance and protection, retirement income, financial planning, long-term care, investments and savings, and pensions. All these exceeded my expectations. Stacy is a highly knowledgeable and experienced financial advisor who took the time to get to know me and my financial situation in detail. He then developed a personalized financial plan that is tailored to my specific needs and goals. He has helped me to select the right protection product to meet my needs, including life insurance, and disability insurance. He have also helped me to develop a retirement income strategy that will ensure that I have a comfortable and secure retirement. In addition, Stacy has helped me with my financial planning, long-term care planning, investments and savings, and pensions. He have provided me with sound advice and guidance on a range of financial topics, and they have helped me to make informed decisions about my finances. I am extremely grateful for Stacy's help and support. He's are a true professional who is dedicated to helping his clients achieve their financial goals. I highly recommend Stacy to anyone who is looking for a trustworthy and competent financial advisor. Here are some specific examples of how Stacy has helped me: To develop a retirement income plan that will allow me to retire early and live comfortably. To invest my savings in a way that will meet my financial goals and minimize risk. To set up a long-term care insurance plan to protect me in the event that I need long-term care. To consolidate my pensions into a single pot, making it easier to manage and track my retirement savings. I am confident that I would not be in the same financial position today without Stacy's help. I am truly grateful for his expertise and guidance.

Have you seen the outcome you were hoping for?

Yes, we discussed and put together a plan according to my requirements.

What could they have done better?

It's been hard to find an opportunity for improvement for Stacy, he's indoubtedly a competent, knowledgable customer oriented professional who I'd reccomend to friends, family, and anyone else. I'd just point out that I'd put some more attention on the process of advice, by anticipating a little more the milestones and agenda for the entire advice process, until sign-off of the recommended plan. Again, I felt in good hands all the time, but with so much information and decisions to be taken, some more clarity is always welcomed.

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

I have known Stacy for over 20 years and as soon as I knew that he was starting a career in financial advice, I was only ever going to speak to one person about my finances.

How has Stacy Saber helped you?

Stacy has helped me over the years with pension consolidation, and great investment advice for money that I would have otherwise stupidly spent.

Have you seen the outcome you were hoping for?

Absolutely! Stacy’s advice has definitely put me in a far better financial position than I would have ever been.

What could they have done better?

Nothing at all! I would highly recommend anyone to get in touch.

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

Stacy approached me directly and made me realise just how much I needed someone with his skills and tools. I had never considered the need for a wealth manager, but the very helpful way in which Stacy opened up my horizons and increased my awareness of various points I should taking on board has been life changing

How has Stacy Saber helped you?

Knowledge, knowledge, knowledge! Stacy has a wide and well-rounded market knowledge, and is very skilled at locking the various pieces together (insurance, security, investment, retirement, etc.), whilst being very sensitive to the (reasonable) short term wants and needs. He has been very flexible whilst he kept the main priorities in the spotlight, to arrive at a position that works very well overall

Have you seen the outcome you were hoping for?

From a planning perspective, absolutely! Efficiency has improved and volatility has decreased

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

Stacy was recommended by a family friend after dinner table discussions regarding pensions and investments

How has Stacy Saber helped you?

Stacy has helped me with pension consolidation and key investment advice for money I would have otherwise left in high street banking

Have you seen the outcome you were hoping for?

Very much so, Stacy’s guidance has put me in a far better position and with more control

What could they have done better?

I was completely satisfied, highly recommended!

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

Business growth and change to income strands

How has Stacy Saber helped you?

Expert advice with in-depth forecasts. Full market knowledge.

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 met Stacey through my wife and since the first day we met, he has been supportive and helpful with his high-quality advisory skills

How has Stacy Saber helped you?

Retirement plans and life insurance

Have you seen the outcome you were hoping for?

Absolutely

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

Stacy is a realiable adviser, who is able to make me more confortable with my long-term plans in UK.

How has Stacy Saber helped you?

Explaining and assisting me in my ISA investments and Pension options.

Have you seen the outcome you were hoping for?

yes, so far Stacy is guiding me reliably.

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

We moved to the UK in 2021 and needed advice on how best to invest the capital from the sale of our property abroad / how to start regular savings in the UK.

How has Stacy Saber helped you?

Stacy is very friendly, personable and knowledgeable in his field. He has explained (in clear English) all the options available to us and helped us feel comfortable with the decisions we have made.

Have you seen the outcome you were hoping for?

It's too early to say, and nobody predicted what would happen to global markets in 2022.

What could they have done better?

Nothing - we are completely satisfied with the service that Stacy and his team has provided.

Please provide a brief comment about your experience with Stacy

Stacy made me feel very welcome and explained the process from start to finish

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

I wanted specialist advice in regards to my existing pension and planning for the future

How has Stacy Saber helped you?

He has simplified the pensions and funds and how this will impact my pensions. He has also given me a best insight of alternative funds for me to consider.

Have you seen the outcome you were hoping for?

Yes

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

Financial turmoil after divorce

How has Stacy Saber helped you?

Completely helped me turn my financial well-being from poor to great

Have you seen the outcome you were hoping for?

More than I could have imagined

What could they have done better?

N/a

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

Pension advice

How has Stacy Saber helped you?

Has help me consolidate my numerous pension plans to enable me to have clear transparency .

Have you seen the outcome you were hoping for?

Excellent financial outcome

What could they have done better?

Nothing

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

I contacted Stacy to get some firm advice on my pensions

How has Stacy Saber helped you?

Always transparent and made understanding it all incredibly easy

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing at this point

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

I am still new to the UK tax and pension world, I needed some guidance I could trust in order to navigate regulation and practices

How has Stacy Saber helped you?

Stacy has been the light in the dark for me and my family. He has guided us through regulation, investments and tax complexities. Stacy has a rare to find ability to mix an outstanding knowledge of the financial space with mature and pragmatic approach to solutions and advisory. Our approach to savings has changed significantly in the last years, thanks to Stacy; we are in a better position now to afford the future, thanks to his guidance.

Have you seen the outcome you were hoping for?

Definitely, thanks to Stacy’s advice and perseverance in changing our savings culture

What could they have done better?

Cannot think of anything specific, he’s been always technically very up to date and timely shared every information

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

Following a divorce I was put in touch with Stacy through a friend.

How has Stacy Saber helped you?

He was clear on what my options were and how I could better secure mine and my children's future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

coming from Italy, different financila system, one income in the family

How has Stacy Saber helped you?

listening, checking, different proposals, no pressure

Have you seen the outcome you were hoping for?

hopefully in the next future, so far market have had a slow progress, then pandemic and gas shortage/war

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

I work in venture capital and need someone to help with my personal financial planning

How has Stacy Saber helped you?

He has been instrumental in helping me pawn for my future

Have you seen the outcome you were hoping for?

Early stages yet but I'm confident!

What could they have done better?

Very little

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

I was looking to make changes and plans for longer term financial security and Stacy's initial advice and engagement was great so I worked with him over a period of months to get the right products set up for me and my plans.

How has Stacy Saber helped you?

He assisted with setting ISA's and pensions on top of financial planning from now through to my (hopefully) very early retirement!

Have you seen the outcome you were hoping for?

In terms of set up and balance yes. Longer term who knows but I'm confident in Stacy's advice and the recommended products.

What could they have done better?

I would've liked the turnaround to be shorter but everything was done with consultation and based on when I was available, so this wasn't really anything to do wit Stacy. Very happy with the service and contact.

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

I felt I needed to have a professional retirement plan to make sure all my needs will be met when the time comes.

How has Stacy Saber helped you?

Stacy guided me through the different pieces of this complex puzzle to make sure I understand the impact of my decisions now. At the end of the assessment process, Stacy and the team produced a VERY detailed life plan so it is very clear how things are expected to progress. We have now scheduled follow up calls to review the plan every now and then.

Have you seen the outcome you were hoping for?

Having a professionally done life plan was already a big achievement and that's done already. Financially speaking we have just started to work on the plan, so it will take some time to see how things will progress.

What could they have done better?

Although all the costs were clearly explained, for someone that is not part of that world it's not always straightforward to understand them immediately. Maybe having a one-pager with some numbers would have helped with that (to be completely clear, I didn't ask for it either)

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

I open my own limited company and became self employed and wanted financial advise to continue saving for a pension.

How has Stacy Saber helped you?

Stacy explained the most efficient way to invest in a pension. Additionally, he provided advised on the importance of having insurance, inheritance planning and also financial planning. I have subsequently taken to steps to put all of these in place to secure the future for my family. Stacy has always been great at responding to any queries and goes out of his way to complete any requests ASAP. He is very efficient and makes every effort to give time to all his clients and make himself available whenever required.

Have you seen the outcome you were hoping for?

Yes and I have also managed to resolve elements that I had previously overlooked.

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

I had money sitting in bank savings accounts which were earning me very little. I also had multiple pensions which needed consolidating.

How has Stacy Saber helped you?

He placed all my savings in the correct places which have done better then any bank account could. He also consolidated all my pensions as requested.

Have you seen the outcome you were hoping for?

Yes, and some.

What could they have done better?

Nothing. Im more then happy with the service I receive.

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

Whilst i haven't had lots of jobs, i have had a few and began to get a bit concerned that some of my older pensions would get lost. Stacy and i discussed my concerns, along with the benefits of moving them into one place and considering some investments. This was absolutely new ground for me, but from our initial meeting, i was very comfortable that Stacy knew what he was talking about

How has Stacy Saber helped you?

It has only been in recent years where i have earnt a relatively large salary, so haven't really been in a position or even thought about pensions and investments. The whole subject made me quite nervous because it is not something that i am familiar with. Stacy talked me through all of my options, set out the risks vs benefits in clear terms so that i could understand and basically took the time to reassure me.

Have you seen the outcome you were hoping for?

Because this is my first step into the world of investments, i took the lower risk option and am happy to see that the sum has increased over time (some expected dips but nothing concerning).

What could they have done better?

I honestly cannot fault the service that i have received. Even during the pandemic lockdowns etc, Stacy and his team kept in touch to make sure that everything was still ok and that my situation hadn't changed for the negative.

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

Moved roles and wanted to ensure my investments were working for me

How has Stacy Saber helped you?

Provided advice on what type of investments and pensions options would best suit my circumstances and align with my future plans

Have you seen the outcome you were hoping for?

Yes - Stacy's regular meetings keep informed of my investments performance

What could they have done better?

N/a

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

Needed a pension

How has Stacy Saber helped you?

Guided me through what would be best for me

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Please provide a brief comment about your experience with Stacy

Stacy was able to give me sound advise on my future planning

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

To discuss my current pension and prepare for retirement and inheritance

How has Stacy Saber helped you?

He has been able to advise me and put me on the right track and help my investments grow

Have you seen the outcome you were hoping for?

Yes, more than I hoped for

What could they have done better?

N/A

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

Needing advise on what our current investments are and how to make these work for us in the future

How has Stacy Saber helped you?

He was able to give us advise on how to make these investments work for us and suit our goals

Have you seen the outcome you were hoping for?

Yes, more than I hoped for.

What could they have done better?

Nothing

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

I was looking for advise on my pension

How has Stacy Saber helped you?

He was able to help me understand what I was paying into and has helped my pension grow.

Have you seen the outcome you were hoping for?

Yes I think so, the whole process has been very easy.

What could they have done better?

Nothing

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

Advise on savings and planning for the future

How has Stacy Saber helped you?

Stacy was able to guide me into looking at what I need to be saving and how to prepare for my retirement

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?

I was advised to find a financial advisor due to going through a divorce.

How has Stacy Saber helped you?

He was able to assist me in giving me advise on how to keep my personal pension growing and how to plan for my additional pension.

Have you seen the outcome you were hoping for?

Yes I have seen excellent returns

What could they have done better?

n/a

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

Previous lack of financial planning on my behalf was concerning me.

How has Stacy Saber helped you?

Stacy provided clear information on my options going ahead and drew up a plan to improve my chances of reaching my financial goals. He was transparent and happy to answer any of my questions.

Have you seen the outcome you were hoping for?

Yes, I believe so.

What could they have done better?

N/A

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

Moved into contracted and wanted to take control of my pension

How has Stacy Saber helped you?

Provided advice on what type of fund suited my circumstances and guided me through the process. Continues to provide support and guidance whenever required

Have you seen the outcome you were hoping for?

Yes. My fund has performed as expected and beyond.