Brad Ainsworth

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

Needed an Advisor who was open and honest.

How has Brad Ainsworth helped you?

Helped to streamline my finances

Have you seen the outcome you were hoping for?

Yes definitely improvement

What could they have done better?

Very happy with the service provided

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

I was recommended to contact Brad after my late husband passed away suddenly. We had a financial consultant prior to my husbands death but I wasn't getting the service I required at that time.

How has Brad Ainsworth helped you?

After I switched to Brad, I was relieved of many of the worries that had confronted me. Brad supported me during the Probate process, chased things on my behalf and helped me get an element of balance during a very difficult time. He helped me with the inheritance which was due to my step-children, and throughout all our meetings was supportive, caring and respectful of the situation. He helped me enormously.

Have you seen the outcome you were hoping for?

Absolutely. Once Probate was granted, Brad helped with the distribution of funds for my step-children and helped to ensure that the future of my finances was secured.

What could they have done better?

Nothing. Everything was dealt with professionally.

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

I had been planning on getting advice about setting up a pension for a few years. Receiving an inheritance earlier than expected made me realise it was time to act.

How has Brad Ainsworth helped you?

Brad has helped me by setting up a pension and providing advice, reassurance and planning for my other financial affairs. Brad has also been of great help to other family members.

Have you seen the outcome you were hoping for?

My pension has only recently started so I feel it is too early to comment on that but I am very grateful for Brad's advice so far.

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

I retired in 5 years and was concerned about how I would cope financially.

How has Brad Ainsworth helped you?

He explained to me in a language I could understand how he would invest my money and what I could expect long term. I felt he listened to my requests and explained everything to me .

Have you seen the outcome you were hoping for?

It's very early in the process.

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

I wanted to consolidate my investments and pensions and for my ISA’s to be returning more than they had been doing

How has Brad Ainsworth helped you?

Brad helped significantly by consolidating all of the pensions and other investments into a clearly managed investment portfolio

Have you seen the outcome you were hoping for?

Very much so. The rate of return has increased which is what I wanted

What could they have done better?

Nothing. Really clear communications and great face to face meetings