Georgina Morante-Galicia

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

Reaching a certain age and a certain income, I felt the need and the opportunity to start planning my financial future in a wiser way.

How has Georgina Morante-Galicia helped you?

Georgina has been great in helping me understand options and regulations in a very transparent and easy manner. She supported me with patience, care and expertise to plan a wiser approach to pension, savings and investment. She demonstrated to be always available to answer questions and help promptly.

Have you seen the outcome you were hoping for?

Yes, it started by taking full ownership of my pension investment and making a number of wise and effective improvements around it.

What could they have done better?

There is nothing that could be improved on. I should have just started 10 years ago!

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

In the course of my retirement planning.

How has Georgina Morante-Galicia helped you?

Georgina has helped me with my personal pension planning as well as a number of pension transfers.

Have you seen the outcome you were hoping for?

Yes to the extent that outcomes are visible at this stage.

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

Help to manage our financial future long term

How has Georgina Morante-Galicia helped you?

Georgina is great, she clearly explains financial options and helps us plan for our long term future.

Have you seen the outcome you were hoping for?

We have been pleased with the progress of our investments and appreciate the clarity of communications

What could they have done better?

I have been pleased with all interactions so far

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

I had no real pension plan and needed to get my house in order for future financial planning.

How has Georgina Morante-Galicia helped you?

Georgina got my house in order. Her knowledge & expertise were essential in getting me on the right road for future financial planning.

Have you seen the outcome you were hoping for?

Absolutely, yes.

What could they have done better?

Not much, if anything more to be honest.

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

Having just bought my first home, I am looking to plan my financial future.

How has Georgina Morante-Galicia helped you?

She has helped me find a risk profile more suitable for my investment wants. She has also showed me how I can make the most of tax wrappers to get the greatest benefit from my savings.

Have you seen the outcome you were hoping for?

Yes. Georgina was very understanding and professional, she listened to my needs and created a plan suitable for me. She listened to my feedback and iterated when there were some outstanding requirements and we ended on a really exciting plan.

What could they have done better?

Nothing, she is excellent!

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

After changing jobs and starting my own business, an overhaul of my pension plan was well overdue.

How has Georgina Morante-Galicia helped you?

Georgina has been incredibly quick to give advice on the phone, explaining everything (in regular English) and making sure that I understand what's going on before I commit.

Have you seen the outcome you were hoping for?

Yes - I am now saving more money in a more tax efficient way.

What could they have done better?

Nothing springs to mind. I wholeheartedly recommend Georgina, she's great.