Stacy Saber

Please provide a brief comment about your experience with Stacy

So far I have found Stacy to be very informative. He is very personable and easy to talk to.

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

Came through a friend’s recommendation. I was getting to an age (mid 40s) when one should really know a proper plan for the next decades ahead and more importantly retirement. Professional Financial Advice time.

How has Stacy Saber helped you?

Many of us guilty of complacency and letting things fall into place at above average incomes/accumulated wealth thinking we know we have it under control. Stacy was super friendly and professional to highlight areas that were good, ok and ones where a change was definitely required. Updates on UK markets and regulations are super helpful, specifically around pensions and various changes. I never felt pressured to do anything, Stacy explains the situation and ideas very well. Honest to tell you where you are doing the right thing, even when it may not benefit himself.

Have you seen the outcome you were hoping for?

Yes, so far so good.

What could they have done better?

Nothing. All good

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

Money Management & working out finances goals

How has Stacy Saber helped you?

He set me on a 5 year plan &hopefully able to achieve using a ISA , He recommended Private pension& Insurance covers regarding workplace/ Health.

Have you seen the outcome you were hoping for?

Yes I have, There has been some changes that I have made since i Started. But they have been very accommodating and communication is perfect

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