Tiernan Simmons

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

To review my pensions and decide on the right mix of funds, cash, pensions to be ready for my up-coming retirement

How has Tiernan Simmons helped you?

Gained a good understanding of my options, tolerance for risk and supported my own calculations and decisions with clear explanations. Also provided recommendations backed up by examples and a range of options to reflect the volatility of the current markets.

Have you seen the outcome you were hoping for?

I have a long term retirement plan and methodologies to track expenditure, pension fund and income.

What could they have done better?

Nothing - all very positive interactions, non-judgemental, factual but personable.

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

Pension planning

How has Tiernan Simmons helped you?

Some very good advise

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

All good

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

Reaching retirement age and needing pension advice.

How has Tiernan Simmons helped you?

After an initial consultation he amalgamated my pensions and whilst doing so made me aware of a pension I was not aware of. He set up my investment fund with Quilter.

Have you seen the outcome you were hoping for?

Not quite what I was hoping so far but I understand why.

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

Ongoing review

How has Tiernan Simmons helped you?

Keeping us informed of options

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?

Retirement.

How has Tiernan Simmons helped you?

Last meeting, assisted with information appertaining to a recent bereavement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.