Ben Burgess

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

Death of spouse

How has Ben Burgess helped you?

Ben has taken the time to get to know my family and family circumstances. He has taken account of our requirements when recommending investments and always ensures we are fully briefed at face to face meetings.

Have you seen the outcome you were hoping for?

Yes, we have had good portfolio growth which has allowed us to withdraw funds when required.

What could they have done better?

We are happy with our arrangements.

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

Funds available on retirement and previous bad advice….

How has Ben Burgess helped you?

Give security in my investments

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing .Fulfilled my investment needs

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

Sale of company and husband’s retirement

How has Ben Burgess helped you?

Quality advice

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?

Mu original IFA sold his business.

How has Ben Burgess helped you?

By telling me not to panic. With pension funds you have to play the long game..

Have you seen the outcome you were hoping for?

Yes good return in the last 12 months

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

A need to consider various pension options.

How has Ben Burgess helped you?

Ben is very knowledgeable and has given us fair advice.

Have you seen the outcome you were hoping for?

So far investments have been able to give us the options needed.

What could they have done better?

Nothing better was needed