Tara Wood

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

Review

How has Tara Wood helped you?

She as helped me understand my finances better. I fully trust her advice. I know I can ring her at any time.

Have you seen the outcome you were hoping for?

I’m pleased with things as specially the way the world is at the moment.

What could they have done better?

No sure Tara could have done any better

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

Found managing investments stressful ,wanted long term planning. .wanted all our savings in one place

How has Tara Wood helped you?

Taken all the stress out of our financial planning. Given information and advice about inheritance tax. Gently pointing out where we could simplify our everyday savings but insuring we had available money for holidays etc.Tara always makes us feel we are important clients.

Have you seen the outcome you were hoping for?

After a very poor economic start our savings have stabalised.

What could they have done better?

We had a poor start as we had a long wait for our enquiry, and I had re invested my money.since then communication has been good.,

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

I have been a client of Cheltenham IFA for over 20 years and with Tara for almost half this time. I have had professional advice since the failure of Equitable Life.

How has Tara Wood helped you?

She has reduced my tax bill & clarified the role of ISAs in my strategy. Most recently she advised restructuring my tax free lump sum to protect it before my upcoming,75th birthday.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduce the fees. :)

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

Tara has looked after my husband financial affairs for a number of years so it made sense for Tara to look after my financial affairs as well once I had inherited money from my parents

How has Tara Wood helped you?

Great advice and always gets back to us quickly

Have you seen the outcome you were hoping for?

Yes

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

Changing pension providers

How has Tara Wood helped you?

Moving my original pension to a SIPP and other financial advice

Have you seen the outcome you were hoping for?

So far it is performing well

What could they have done better?

Nothing I am aware of.