William Winslow

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

retirement

How has William Winslow helped you?

showed a comprehensive plan for investments and outcomes before and during retirement

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 to get in control of my savings and pension situation.

How has William Winslow helped you?

He has helped me realise what changes are needed to secure a financial future I can look forward to.

Have you seen the outcome you were hoping for?

I already feel much more content and confident in my savings and pensions setup compared to before speaking to William, I am now looking forward to seeing my investments grow over time!

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

Financial planning for the mid/long run to achieve key personal goals

How has William Winslow helped you?

Developed a detailed financial plan to help me achieve my goals

Have you seen the outcome you were hoping for?

Early days in the process but seems like I'm heading in the right direction

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

I was contacted by one of the representatives from St James place plc

How has William Winslow helped you?

William has been very thorough in-terms of listening to my priorities and what my aspirations are for the rest of my life. He has been kind to suggest products that would provide my financial stability till my retirement and beyond retirement. Listening to my current finances and how I can achieve my financial goals to have comfortable life, he designed and presented a Life plan which articulates how my investment must be planned and how the projection of finances looks after my retirement. This was really helpful.

Have you seen the outcome you were hoping for?

I am hoping to invest as advised.

What could they have done better?

None, every advise was apt and useful

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

As a new small business owner, I needed advice on optimising my investment strategy, tax planning and retirement plans.

How has William Winslow helped you?

William was a great help in identifying what other investments I should look at, how I could optimise my tax planning for my small business and how I could ensure my family were protected were the worst to happen.

Have you seen the outcome you were hoping for?

Yes - early days but happy with what we put in place.

What could they have done better?

Nothing springs to mind.

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

I was contacted via linkedin

How has William Winslow helped you?

Showed me the possibilities of moving money out of my limited company and into my personal wealth

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?

William was attentive and patient. Having gathered the relevant information he has helped us start a new journeys towards a healthy retirement life

How has William Winslow helped you?

William’s attention to details and tailored service

Have you seen the outcome you were hoping for?

We have just begun and would like to see how the suggested advice helps us

What could they have done better?

For the present, William’s advice was very insightful and helpful.

Please provide a brief comment about your experience with William

William is very professional. He has spent a lot of time listening and gaining an understanding of what I want for my future and he has helped me to put a plan in place, in order to achieve this. You can tell he genuinely cares and he strives to achieve the very best for his clients.

Please provide a brief comment about your experience with William

Great advise given. William was able to distill complex financial jargon into easy to understand terminology. Would use his services again.

Please provide a brief comment about your experience with William

William has been simply fantastic! He is clearly brilliant with clients and he is so professional and knowledgeable. I felt he gave me a tailored service based on my lifestyle and aspirations and I can't thank him enough for his time and advice.

Please provide a brief comment about your experience with William

William provided brilliant financial advice for our family. He was very thorough in his approach and always able to explain things to us openly and clearly for us to fully understand. I would highly recommend his services.