Madeleine Hollands

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

Savings to invest

How has Madeleine Hollands helped you?

Sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

Please provide a brief comment about your experience with Madeleine

We were immediately reassured on meeting Maddie. She came across as very friendly, highly knowledgeable and vastly experienced. She has a most professional manner.

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

The need for someone to guide me in the right direction of safe, but profitable, investments, and to continue to monitor my investments and advise me accordingly.

How has Madeleine Hollands helped you?

She identified that my investments should be moved to a different platform, which was done.

Have you seen the outcome you were hoping for?

Yes, by moving platform my investments have grown more than they would've done than if they had stayed where they were.

What could they have done better?

Nothing.

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

I had a sufficiently large volume of savings to require professional advice on how to manage it and where best to invest it

How has Madeleine Hollands helped you?

Most importantly, by setting out and clarifying options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything.

Please provide a brief comment about your experience with Madeleine

A very fast response to my initial enquiry and the engagement was rpofessional and informative

Please provide a brief comment about your experience with Madeleine

"Madeleine provided exceptional service throughout my experience. She fully understood my complicated expectations and made everything simple. Her knowledge and ability to simplify complex matters made the process easy and enjoyable. Highly recommend!"

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

To semi retire early

How has Madeleine Hollands helped you?

Giving advice and actions that have helped me to achieve my goal

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Madeleine

Very professional introductory fact-finding meeting.

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

Long-standing relationship with the firm good explanations

How has Madeleine Hollands helped you?

Meet my needs

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

We take recommendations seriously and use them

Please provide a brief comment about your experience with Madeleine

This was my first detailed review with her. She was very helpful, explained items where I was not clear in order to benefit more. I have been a client of the firm for twenty years but have only recently been attached to Madeleine. My previous discussions had been with another consultant there who had been my previous advisor for each visit with the firm and he knew me well so anticipated what I wanted to ask. I am sure this will grow with Madeleine in the future.

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

Held Ssip and isa

How has Madeleine Hollands helped you?

Continued the fine tradition of her firm of advice that is tailored for us

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?

Reached the age of 55 with a number of different pensions needed to to consolidate pensions

How has Madeleine Hollands helped you?

Helped me consolidate my pensions and advised me in investment with a easy outcome and I can now track with ease

Have you seen the outcome you were hoping for?

Yes I am pleased with the outcome so far

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

To invest savings for growth with a cautious nature.

How has Madeleine Hollands helped you?

Advised to this end.

Have you seen the outcome you were hoping for?

Yes, so far.

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

I have used Madeleine for a number of years before she joined Cheltenham Independent Financial Advisors and her advice and monitoring of my pension has always been accurate and clear and her forecasting spot on, so to follow her across to her current position was never in question.

How has Madeleine Hollands helped you?

Madeline's advice to change the investments associated with my pension where I have experienced loses in the past has not only helped me make up the shortfall but exceed them. Her advice has been invaluable.

Have you seen the outcome you were hoping for?

Very much as my investment has grown.

What could they have done better?

Nothing. The advice has been well informed and accurate.

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

Active management of my pension to maximise my future income

How has Madeleine Hollands helped you?

Invested my pension in funds that provide growth and fit with my values

Have you seen the outcome you were hoping for?

Yes, growth has been good in the last few months despite tough economic conditions

Please provide a brief comment about your experience with Madeleine

Madeleine conducted an annual review of my investments. She had prepared for our meeting and had all relevant documents. After confirming my personal details, we reviewed the performance of my investments over the previous twelve months. This was my first meeting with Madeleine and I found the whole experience very satisfactory.

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

Death of family member.

How has Madeleine Hollands helped you?

Looking flyer our investments.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Madeleine

Very knowledgable and professional. Lovely person and a please to have as my IFA

Please provide a brief comment about your experience with Madeleine

Great communication and helpful.

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

Wanting to obtain expert advice and financial management to achieve greater growth

How has Madeleine Hollands helped you?

Madeleine offers solutions only a professional in their field would offer. Madeleine has been very patient with numerous questions whilst starting my investment journey.

Have you seen the outcome you were hoping for?

Strong returns in Y1

What could they have done better?

Nothing

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

We wanted to continue a reasonable lifestyle during our retirement

How has Madeleine Hollands helped you?

Advised us on how to get the best out of our assets and hopefully grow them in the future alongside being able to experience the lifestyle we have chosen

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

great advice from madeleine

How has Madeleine Hollands helped you?

pension was not peforming that well, madeleine decided with agreement form my self that it would do better in different fund.

Have you seen the outcome you were hoping for?

yes pension is doing much better

What could they have done better?

nothing

Please provide a brief comment about your experience with Madeleine

It was a pleasure to meet Maddie. A very friendly, easy to engage with, lovely lady. We have still to sort out my pension from my current pension provider but I have every faith in that she will help me sort out an excellent pension fund.

Please provide a brief comment about your experience with Madeleine

Maddie has been very supportive and helpful in our initial meetings and is always very approachable and is always contactable when required.

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

I was looking for advice with regards to managing a number of pension plans from previous-, and current employment.

How has Madeleine Hollands helped you?

Madeleine has advised on the balance of investment risk that is appropriate for me, and the pension plan most appropriate to consolidate my existing schemes , and give access to a lump sum , which was very beneficial.

Have you seen the outcome you were hoping for?

Over the last year, the plan has gained value ahead of the market.

What could they have done better?

Nothing , that I am aware of.

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

I wanted to get advice on how best to manage my savings and pension.

How has Madeleine Hollands helped you?

Madeleine has been very helpful in finding the best funds and ways of saving to make the most of my money. Madeleine is very friendly and personable and seems genuinely interested in finding the best funds and ways of investing that will be most suitable to you.

Have you seen the outcome you were hoping for?

Things are looking good at the moment.

What could they have done better?

I feel confident that Madeleine has chosen and advised me wisely .... the rest is up to the markets and world wide influences.

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

Early retirement due to ill heath.

How has Madeleine Hollands helped you?

Madeleine’s confidence and product knowledge gave me the reassurance I needed to invest my pension pot with her advice.

Have you seen the outcome you were hoping for?

The investment returns have been as predicted, which is reassuring with the low risk option selected for my pension.

What could they have done better?

Nothing, Madeleines has been very reassuring. Especially as I presented as a slightly skittish first time investor.

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

Pension advice

How has Madeleine Hollands helped you?

Setting up a consolidated lower cost product with good returns

Have you seen the outcome you were hoping for?

Yes so far

Please provide a brief comment about your experience with Madeleine

I have n't been with Madeleine for very long, my dealing with her all seem fine.

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

Looking for early retirement plan

How has Madeleine Hollands helped you?

Helped me with moving a pension to provide a better plan for early retirement

Have you seen the outcome you were hoping for?

Now have a income that has made it possible to retire early with on going advice

What could they have done better?

Perfect very professional

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

To have a trusted person to oversee and manage my pension portfolio.

How has Madeleine Hollands helped you?

Recently adjusting my investment portfolio with excellent results on its overall value. Also a very fast and professional manner in arranging my 2025 drawdown in April of that year.

Have you seen the outcome you were hoping for?

Yes. A trust l have in knowing my portfolio is being managed to meet changes in the market place as and when required. My wife and l have 100% confidence and trust that our portfolio is in very professional and efficient hands.

What could they have done better?

Nothing.

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

A friend of mine recommended Madeliene to me as she was looking after his pension.

How has Madeleine Hollands helped you?

Shes helped me greatly, by giving me sound advice on how to invest the pension that I transferred to her to look after. She keeps me informed on any changes and we try to meet to discuss how my pension is doing.

Have you seen the outcome you were hoping for?

After a slow start due to world events, my pension now seems to be gaining quite a momentum and is growing nicely.

What could they have done better?

To be honest, I'm not fully in touch with stocks and shares so I put my trust in madeleine and she's doing really well for me

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

I wanted to take the opportunity of retiring early. It was suggested that I needed to move and invest pension funds. Madeleine’s name was suggested to me through a colleague.

How has Madeleine Hollands helped you?

From our initial meeting. Madeleine has been superb. She is always available through email, telephone or indeed in person if required. She explains the processes involved and the options available to me in a language that I understand! I guess when you reach this chapter, trust becomes paramount. Madeleine offers a level of confidence and trust second to none and this is very much appreciated.

Have you seen the outcome you were hoping for?

Yes. The platform used is simple, the admin team are always friendly and often confirm actions in writing. Due to the trust and relationship Madeleine has built with both myself and my wife, I see no reason to look for an alternative or indeed more competitive offer.

What could they have done better?

A challenging question - I suppose the obvious answer would be to increase my returns further! Sometimes I see the biggest increase occur following actions. Some months there appear to be no actions on my account?

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

Financial Stability

How has Madeleine Hollands helped you?

Taken the pressure off of looking into this independently

Have you seen the outcome you were hoping for?

We are not far enough into it yet. Investment is a long term project.

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

Approaching semi-retirement and wanted my works pension to be wisely invested as a protection against inflation with growth

How has Madeleine Hollands helped you?

Maddie was very patient and kind, leading through and around the hurdles to get there

Have you seen the outcome you were hoping for?

Yes very much so

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

I had just retired from work with a company pension pot but it had not grown very much given that I had been with my company for many years.

How has Madeleine Hollands helped you?

She has given my wife and I wise advice that has helped us to make a good decision on how to invest our funds.

Have you seen the outcome you were hoping for?

We have been really pleased with the outcome even though the financial climate has been up and down recently.

What could they have done better?

Perhaps more frequent visits would have helped - that's all.

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

Needed advise on how to best consolidate and grow our pension and savings.

How has Madeleine Hollands helped you?

Grouped all our Pensions together and Provided Excellent advice on how to get the best growth each year.

Have you seen the outcome you were hoping for?

Too early to tell but going in the right direction.

What could they have done better?

Nothing

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

I was looking to change my Pension Provider to improve on my current Pension Providers Performance and also transfer to a scheme that allowed Access to Tax Free Cash at 55. First I went to Unbiased and Got a recommendation for another Company - I spoke with them and then paid a reasonable fee for their advise. Not entirely happy with the advise received i reached out to CIFA via email and then had 2 conversations with Maddi the next day which was the start of the process.

How has Madeleine Hollands helped you?

Maddi provided initial telephone advise, details of their costs and then after I signed some paperwork - a FULL investigation and report on my existing pension and recommendations for improvement.

Have you seen the outcome you were hoping for?

I received what appears to be good advise and have authorised CIFA (Maddi) to proceed and make all transfers and change my investment.

What could they have done better?

Nothing really - spend maybe 4 hours discussions with me - investigated my Pension and Options and delivered a Detailed advisory report (All for Free at this Point)

Please provide a brief comment about your experience with Madeleine

Madeleine comes across as very professional and an excellent representative of the Company. Her visits so far have been informative and clear giving confidence in her looking after our investments for the future.

Please provide a brief comment about your experience with Madeleine

Have had three meetings with Madeleine. She has already done a lot of detailed work in planning investments. Advice has been very helpful with a thorough explanation of everything. Look forward to her continued investment support. Excellent.

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

I was unhappy with the performance of my stakeholder pension.

How has Madeleine Hollands helped you?

Madeleine assessed our situation and clearly talked through the pension options available and the risks involved. Madeleine was a pleasure to deal with.

Have you seen the outcome you were hoping for?

It is too early to see how the new pension will perform but the indications are that it should perform far better than the previous pension and achieve the hoped for outcomes.

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

Setting up SIIP

How has Madeleine Hollands helped you?

Have been a client of Cheltenham IFA for twenty years. Mandy has taken over the account and given us complete cnfidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The transfer of funding between two providers was not seemless but this was the original holding being very uncooperative

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

I was coming up to retirement age and wanted my pensions in a single pot

How has Madeleine Hollands helped you?

Madeleine went through all the financial options available to myself in a clear and understandable manner.

Have you seen the outcome you were hoping for?

Early days but good so far.

What could they have done better?

Nothing obvious.

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

I was unhappy with my current adviser

How has Madeleine Hollands helped you?

Putting my pension and investments on the same platform

Have you seen the outcome you were hoping for?

It is too soon to tell

What could they have done better?

N/A

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

As i had reached the age of 55 and needed some advice on how to establish my plans for the future and retirement

How has Madeleine Hollands helped you?

Madeleine has helped me understand the options and advised me with regards to the different possibilities

Have you seen the outcome you were hoping for?

So far i am quite comfortable with regards to my investment

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

I needed to assess my options of a drawdown pension along with amalgamating pension pots as I was made redundant just pre covid.

How has Madeleine Hollands helped you?

Madeleine has helped to plan pension drawdowns taking our property portfolio into consideration. She is receptive and advises on any ideas and thoughts I’ve had as well.

Have you seen the outcome you were hoping for?

Yes, we’re just getting to end of what we might call phase 2 as we get funds in the right place for the next few years.

What could they have done better?

Not a lot really, any delays have been with financial institutions.

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

As part of pension release, it was a condition.

How has Madeleine Hollands helped you?

Madeleine has taken the time to understand our needs and knowledge. She has been professional with her recommendations and indeed has taken the time to offer a friendly and supportive service. She is always available for further explanation or indeed a progress update, nothing appears difficult and i am confident she is working hard behind the scenes with our best interests at heart.

Have you seen the outcome you were hoping for?

We really are in our early stages of hopefully a long service. I guess we are having no surprises, so that’s a good thing. Madeleine explains and outlines all documentation and is keen to keep explaining until we understand. The world of finance and indeed the language associated with in, can be unnecessarily daunting.

What could they have done better?

Nothing at present. Madeleine has outlined that she will always be available as often as we require, which again gives us confidence in entering this new world.

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

Looking for early retirement options

How has Madeleine Hollands helped you?

Has helped me through the process of moving a pension and planning early retirement

Have you seen the outcome you were hoping for?

Now have a plan that suits my needs for the future

What could they have done better?

Nothing everything was explained in a very professional manner

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

I have a good work pension, and also a couple of others that I needed independent financial advice on transferring, and I was looking to consolidate and have managed better.

How has Madeleine Hollands helped you?

Madeleine listened and understood my personal reasons for seeking her advice, and was very helpful In explaining my options. She has been very easy to deal with, professional and very prompt at replying to any and all communications. What seemed like a different world to me, was explained In easy to understand terms and any questions I had were answered. It has helped me no end to be able to trust someone with my pension, and to know that any issues I may have will be efficiently dealt with. Due to certain personal issues, It Is so good to be able to trust someone with such an important aspect of my financial future.

Have you seen the outcome you were hoping for?

Yes, the whole process has moved faster than I had expected and I am more than happy with how things are going.

What could they have done better?

Honestly? Nothing. Communication Is first rate, and I know that any questions I may have will be answered promptly.

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

Transfer a pension / pension advice on early retirement

How has Madeleine Hollands helped you?

On going support with advice on pension funds and early retirement

Have you seen the outcome you were hoping for?

Although In early stages embedding a structure for my transferred pension

What could they have done better?

Nothing

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

Advice on early retirement

How has Madeleine Hollands helped you?

Madeleine has given us easy to understand structured advice

Have you seen the outcome you were hoping for?

We are still in the early stages of the process however very satisfied with progress so far, we feel very supported with Maddies tailored and personal approach

What could they have done better?

Nothing

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

I needed help and advice on what was the best thing to do with an inheritance.

How has Madeleine Hollands helped you?

Advised on the best thing to do with mine and my children’s inheritance and has put it all into place for me.

Have you seen the outcome you were hoping for?

Yes

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

Given details about services by government pension advisors to sort out my private pension scheme

How has Madeleine Hollands helped you?

Advised me on what to do with pension and keeps checking that it is preforming to get the best out of it

Have you seen the outcome you were hoping for?

Yes it is fine

What could they have done better?

Nothing

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

Retirement.

How has Madeleine Hollands helped you?

Planning out my retirement schedule, advising on my private pension.

Have you seen the outcome you were hoping for?

Nearly.

What could they have done better?

Perhaps give more advice on the ups and downs of pension schemes.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

Madeleine seems genuinely interested in how your investments are doing and she makes you feel confident that she is doing the best to get the most from your investments. I was not feeling confident with my funds at the start of the Ukranian War and so we discussed changing my risk levels.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

n/a

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

too put all my pensions in to one pot

How has Madeleine Hollands helped you?

She was very help full on what to do and lets us chose are own path

Have you seen the outcome you were hoping for?

yes my pension is doing well

What could they have done better?

its all good

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

Madeleine has continued to meet with me and advises me on my savings and investments.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

we had an objective conversation about the poor performance in the equity markets this year and the relative merit of my existing pension plan and whether to stick or shift.

Please provide a brief comment about your experience with Madeleine

From the start of our interaction Madeleine was clear about the process, the time scales and her fees. She talked me through each step and what was required of me, offering advice when required and how to obtain the relevant information that was needed. Madeleine was always very professional, worked to time scales that had set and extremely personable. She took ownership of my transaction and always inspired confidence in the process. I would, without hesitation recommend Madeleine to anyone requiring assist in their financial matters.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

She introduced us to her mortgage colleague

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

I asked Maddi for advice on an existing policy I had, when she looked into it, found that it wasn’t suitable for my needs. She found a more suitable policy to replace it at a cheaper price.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

It has been really difficult due to the lack of information left by my last financial advisor. Madeline has eventually sifted through that information after months and months of trying to find it and we are finally at a place where we can move forward.

This review is a follow-up review from a client who left a review previously.

How has Madeleine Hollands helped you since your last review?

My investment is performing very well giving me a better retirement to look forward to.

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

To explore what options were available to me with regards to the separate pensions I had

How has Madeleine Hollands helped you?

Gave easy to understand advice and explained what could be done with the pot I had

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?

Many small pensions needing consolidation

How has Madeleine Hollands helped you?

Consolidated all pensions into one with online access (except one, which was identified as better to remain standalone)

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing within their control

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

I needed pension advice.

How has Madeleine Hollands helped you?

Madeleine gave excellent, thorough advice about the best pension for my personal circumstances. She was also able to advise on life and critical illness insurance and other possible investments. The advice was tailored very well to me and explained in a way that a non-specialist (me) would understand.

Have you seen the outcome you were hoping for?

Yes, I have insurance and a pension set up following the meeting with Madeleine.

What could they have done better?

Nothing. I know I could contact Madeleine if I needed further clarification of anything or if circumstances changed.

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

Life protection

How has Madeleine Hollands helped you?

To find the best cover to suit the needs of our family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

She was brilliant, efficient and fast. Nothing could be better this time.

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

Needed to crystallise my pension

How has Madeleine Hollands helped you?

Shifted my funds to a more suitable vehicle

Have you seen the outcome you were hoping for?

Not yet but it’s only just been done. Projected cost savings will kick in next year.

What could they have done better?

Nothing

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

Looking for a better return on savings and investments

How has Madeleine Hollands helped you?

Needed help with savings and investments

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 sort out my pension

How has Madeleine Hollands helped you?

She helped me sort out my pension also i was in need of funds and it all got sorted out. Madeleine was very prompt and effcient and kept in touch . Everyrhing got sorted much quicker then i expected .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think whatever was done was the best way

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

Job pension change

How has Madeleine Hollands helped you?

Presented options and arranged transfer of pension.

Have you seen the outcome you were hoping for?

Too early

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

Pension discussion

How has Madeleine Hollands helped you?

Madeleine has agreed to look into my pensions for me and advise me on how to get the best out of them moving forward.

Have you seen the outcome you were hoping for?

Not yet but we are still in the process of getting certain information

What could they have done better?

She has been brilliant so far.

Please provide a brief comment about your experience with Madeleine

Helpful and responded promptly

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

Needed to sort out all my various pensions, to get the best out of them.

How has Madeleine Hollands helped you?

By doing the above

Have you seen the outcome you were hoping for?

Yes so far, except for affects of covid 19

What could they have done better?

Sometimes I found difficulty getting in touch with her.

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

I needed advice regarding pension So I got Maddi who helped me a lot. Thank you

How has Madeleine Hollands helped you?

Finding the best pension scheme for me.

Have you seen the outcome you were hoping for?

O yes

What could they have done better?

My point of view.. she's done all I asked for

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

i was unhappy with the adviser i had

How has Madeleine Hollands helped you?

she got me a better pensions deal

Have you seen the outcome you were hoping for?

yes deffinatley

What could they have done better?

nothing

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

When going self employed

How has Madeleine Hollands helped you?

She was very friendly, down to earth and honest in her advice.

Have you seen the outcome you were hoping for?

Too early to say yet but the prediction is good.

What could they have done better?

Nothing really. She is always available if I need her and has lots of flexibility in terms of fitting in with my schedule.

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

To improve pension yield

How has Madeleine Hollands helped you?

Did most of the work, and was starting to make money

Have you seen the outcome you were hoping for?

Covid-19 stopped the good work

What could they have done better?

Happy with perforamce

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

I was made redundant and being 59 and disabled I needed to make sure the money I had was invested well in a tax free scheme.

How has Madeleine Hollands helped you?

She invested both my savings and my pension in the most productive scheme she could find for me

Have you seen the outcome you were hoping for?

Things have been tough with the pandemic but my money is going up at a reasonable rate

What could they have done better?

I can think of nothing she could of done better for me

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

To consolidate various pensions

How has Madeleine Hollands helped you?

She advised which ones to transfer and which ones to leave where they were

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?

I had been thinking about consolidating my old company pensions for a while and met with a number of companies prior to meeting Maddie.

How has Madeleine Hollands helped you?

Maddie reviewed my position and gave me advice on the options I had, not unlike the other companies but the difference with Maddie is that she really, truly listens to you and fully understands your needs. Maddie builds trust with her clients and that is the differentiator when it came to my decision.

Have you seen the outcome you were hoping for?

Too early to tell, but I have trust my portfolio is in safe hands

What could they have done better?

There is nothing different or better that Maddie could have done.