Ian Batterbee

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

Looking at my work pension and helping me understand the value and advise on contributing more and/or plans if made redundant in New Year

How has Ian Batterbee helped you?

He helped me understand the value and gave me different scenarios to think about about

Have you seen the outcome you were hoping for?

Not yet but not due to Ian, due to my work situation and not knowing what New Year holds

What could they have done better?

Nothing

Please provide a brief comment about your experience with Ian

He was very knowledgeable and able to offer lots of ideas and suggestions to consider. He was able to answer all of my questions and used his vast experience to point me in the right direction of what was a useful next step. He is very easy to talk to and he explains information carefully and clearly. Thanks very much!

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

Trying to decide whether it would be financially more viable to downsize my housing asset to enable me to retire fully.

How has Ian Batterbee helped you?

He walked me through three options and made me realise that as a higher rate tax payer there are options available to reduce the amount of tax I pay.

Have you seen the outcome you were hoping for?

Ian’s advice has helped me reach a decision that I was struggling to achieve.

What could they have done better?

No improvements required.

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

Ian helped me regarding a potential job offer which would have impacted my finances.

How has Ian Batterbee helped you?

Ian has helped me greatly with understanding my financial situation if I took a job offer. He was professional, and explained all pros/cons

Have you seen the outcome you were hoping for?

Ian has made my decision to take the offer much clearer and easier

Please provide a brief comment about your experience with Ian

I have been fortunate to have known Ian for quite a while now, but only recently asked for he's advice on a financial matter. He quickly explained everything to me in a way that made sense, he did this in a very friendly and expert manner and i would definitely seek Ian's advice in the future. Thank you Ian

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

Pension advice

How has Ian Batterbee helped you?

He has given much support over the years and has recently come up with some great suggestions as I am nearing retirement

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 Ian

Very down to earth

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

Life got very busy so to have someone on the end of a phone or to meet up and discuss the right decision on stuff I am not an expert on was crucial to me.

How has Ian Batterbee helped you?

Ian has helped me make the right choice for me on pension decisions and any other financial matters involving the family.

Have you seen the outcome you were hoping for?

Not fully as yet but certainly going the right way.

What could they have done better?

Only thing that is that the office support could be quicker with information being sent across. Just takes a short while longer than hoped

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

I wanted trusted advice about my pension

How has Ian Batterbee helped you?

Ian has explained clearly the complicated world of pension investments and I feel that I know what I need to do to hit my financial goals

Have you seen the outcome you were hoping for?

Yes. I have clarity and a plan and know I have someone I can trust to keep me informed

What could they have done better?

No

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

To release a company pension

How has Ian Batterbee helped you?

Easy to understand language, explained risks and benefits, answered any questions I had with clarity and professionalism

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Not that I could see

Please provide a brief comment about your experience with Ian

Ian is an approachable and friendly character. He spent some time to listen and understand my financial situation, and provided some very useful insights. It was obvious he has a deep understanding of financial markets and products, and inspires confidence in his ability to advise on the best use of any monetary assets. This has given me significant food for thought, which now extends beyond just my financial affairs. I would certainly advocate talking to Ian to gain clarity and potentially maximise investments, and it is highly likely I will be able to use Ian in the future.

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

I needed to get the best mortgage advice for my fairly complex circumstances and others I approached just offered generic advice that really didn’t meet my needs.

How has Ian Batterbee helped you?

Ian ensured that him and the team understood what I needed and took the time to make sure that they could find me a product that suited me

Have you seen the outcome you were hoping for?

Yes, actually better than I hoped for as even after we agreed a plan they kept going back and checking for any positive changes

What could they have done better?

Absolutely nothing, everything’s been explained really clearly and I wasn’t made to feel stupid with any of the questions I asked.

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

I needed life cover

How has Ian Batterbee helped you?

Advised on the right products for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Top quality service.

Please provide a brief comment about your experience with Ian

I felt at ease throughout our conversation with no pressure placed on me. Ian clearly knows his subject and how to relate to your situation.

Please provide a brief comment about your experience with Ian

I contacted Ian, for some advice regarding my pension. He said pop in and we will have a cup of tea and see if I can help you. From the outset Ian said to me this advice is free. I will just look at your options, and advise if I think I can help. After our discussion Ian said to me I think you have things already sorted, and at this present time I don’t think I can add any value to your current arrangements. I found Ian to be an honest chap, who was genuinely looking at what was best for me. If I decide to invest in the future I would have no hesitation in contacting Ian.

Please provide a brief comment about your experience with Ian

Had an initial meeting with Ian. Gave me clear and concise advise explained clearly and thoroughly. It was an excellent interaction.

Please provide a brief comment about your experience with Ian

I needed help with understanding pensions and Ian was highly recommended. I have found him to be knowledgeable and informative and his explanations are easy to understand. Ian is professional, understanding and I appreciate his help so far

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

I wanted to understand how to plan financially, so that I can make better decisions about what to do with any expendable income.

How has Ian Batterbee helped you?

Ian gave a really useful overview of how to understand financial planning and goals, as a whole. I found this exceptionally useful as it simplified down the various strategies and options available - which can appear overwhelming when you are unfamiliar with them. As a result I feel more confident in moving forward to create a financial plan; it's less overwhelming, and I feel like I can make some good decisions in order to clarify and reach financial goals.

Have you seen the outcome you were hoping for?

I am working towards this presently, and I will be working with Ian and his team in order to realise it. Essentially, my goal is to learn enough such that I can take control of my finances confidently. This will take time as I learn what I can do and grow my confidence; I expect that working with Ian and his team will be the training wheels I need in order to grow this skillset.

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

Lack of ability myself

How has Ian Batterbee helped you?

Taken worry from me

Have you seen the outcome you were hoping for?

Yesnothing

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

Financial advice

How has Ian Batterbee helped you?

In all the ways ticked above

Have you seen the outcome you were hoping for?

yes

Please provide a brief comment about your experience with Ian

Ian Listened and understood our concerns and needs. The discussion was both useful and relevant and provided us with clarity to inform our future financial/investment direction.

Please provide a brief comment about your experience with Ian

our initial meeting was very helpful

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

We were looking to release some of the equity in our house to finance some improvements to our house and upgrade our touring caravan.

How has Ian Batterbee helped you?

Providing sound advise.

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?

Retired and wanted financial advice.

How has Ian Batterbee helped you?

Good advice. Very helpful and clear in explanation. Feel reassured.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing. Really good service.

Please provide a brief comment about your experience with Ian

Excellent advice about my investments.

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

We wanted to set up 'Death in Service' insurance for staff to augment our pension provision.

How has Ian Batterbee helped you?

Ian scanned the market and provided quotes that met our requirements and then gave advice as to the pluses and minuses of the offers presented.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Ian

An excellent telephone conversation with clear straight forward advice.

Please provide a brief comment about your experience with Ian

We had a fantastic first meeting with Ian who is very likeable and explains complex issues in a way that is both simple to understand and easy to relate to your own business. Would highly recommend

Please provide a brief comment about your experience with Ian

Very approachable and provided frank advice free of charge that was basically advice not to take his services forward as it would not be cost effective.

Please provide a brief comment about your experience with Ian

Very genuine advice. Did not push for payment and tried to make it as feasible as possible

Please provide a brief comment about your experience with Ian

I am an old IFA from the late 1990s I spoke to Ian about investments and it was refreshing to find someone who did not go around the houses His knowledge was first class and he was very helpful and did not charge a penny for the chat i had Thank You Ian

Please provide a brief comment about your experience with Ian

Ian helped me with my personal finances and set me on the right track. Thought i was making a clever move but Ian took the time to explain really clearly how I was actually making a mistake and losing out on future gains. Would highly recommend.

Please provide a brief comment about your experience with Ian

Great advice over a varied aspects of wealth management making it very easy to understand.

Please provide a brief comment about your experience with Ian

The interview was clear, concise and very informative. Because people lean in different ways, not just by words alone, Ian used a series of drawings to explain the overall process and allowed questions during the 2 hour presentation/discussion.

Please provide a brief comment about your experience with Ian

Our initial meeting was positive and Ian gave us an informative overview of his business. He answered our questions in a clear and understandable way.

Please provide a brief comment about your experience with Ian

Very helpful advice with a non sales pressure, put myself at ease. would highly reccomend

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

Long standing pension and savings accounts which needed review

How has Ian Batterbee helped you?

Advice and recommendations

Have you seen the outcome you were hoping for?

Yes

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

Unsure as to what my options were regarding a pension fund that l was unaware that l actually had !

How has Ian Batterbee helped you?

Ian saved me from losing my pension fund to scammers !

Have you seen the outcome you were hoping for?

Yes l am totally happy

What could they have done better?

Nothing as far as l am concerned

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

Selling a house and looking to deal with proceeds.

How has Ian Batterbee helped you?

Gave good advice about leveraging pension entitlements.

Have you seen the outcome you were hoping for?

Get good advice on how best to maximize long-term reviews of funds.

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

Previous advisors had given poor advice and caused a loss of money from my pension fund.

How has Ian Batterbee helped you?

Gave advice on the best way forward and that I could claim compensation, which was successful. Kept in touch and updated me on fund performance.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing I can think of.

Please provide a brief comment about your experience with Ian

Cover all aspects

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

Pension disaster in the 1990's whereby my pension fund was 'disallowed' for some footling technical reason and all my contributions for 15 years were returned with minimum interest only.

How has Ian Batterbee helped you?

He recommended a high earning fun for my money and quadrupled it in 2 years. We agreed that in the circumstances a high degree of risk was necessary to make that kind of recovery but it was necessary. It paid off (thank God). He has since put my money into much lower risk funds but has still managed to make a very good return.

Have you seen the outcome you were hoping for?

Yes indeed.

What could they have done better?

I have no idea.

Please provide a brief comment about your experience with Ian

Ian is very knowledgeable and patient in explaining queries. Previously I have felt awkward with Financial Advisors asking questions but Ian makes you feel at ease. He has advised me about inheritance tax and maximising my pension. I would highly recommend his services.

Please provide a brief comment about your experience with Ian

My initial consultation with Ian was a very informative and positive experience. We went through several fact finding exercises, some basic example financial modelling, and some hypothetical plans. Throughout, Ian was friendly and subjective in all of the topics we went through, and gave impartial and unbiased advice on my situation (such as lacking health insurance). He advised me as to what could be done with pensions and investments, as well as several what-if scenarios such as moving house and other big life events. Ian was adept at using the online modelling and information platforms, which - as someone with a background in technology - assured me greatly. I went into his office not knowing what could be done with my money, and I left confident that we could come up with a great plan for it. I will certainly be using his services in the future.

Please provide a brief comment about your experience with Ian

Very informative made it Easy to understand

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

Both my own affairs and as deputy for my Mother following her stroke.

How has Ian Batterbee helped you?

Ian always provides accurate and well reasoned advice as to how best to proceed with any financial matters that we have consulted him about.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. All was delivered as required.

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

Ian fully understood the situation and gave advice accordingly. Very flexible and responsive. Great admin support as well from his team.

How has Ian Batterbee helped you?

Investments.

Have you seen the outcome you were hoping for?

Investments have been made according to the plan.

What could they have done better?

Very happy with the service.

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

Retirement

How has Ian Batterbee helped you?

With his perfect knowledge of the pension market

Have you seen the outcome you were hoping for?

Exceeded my expectations

What could they have done better?

All was as expected

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

Had many small retirement pensions that all needed amalgamating

How has Ian Batterbee helped you?

Ian took the details of all pensions & sorted everything, taking away the headache of not knowing what to do

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything as I am satisfied with his advice

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

Buying a house, needed life insurance that was affordable.

How has Ian Batterbee helped you?

Found us a better deal than what we had been quoted. Talked us through what we actually needed and didnt at any point make us feel pressurised into buying over our limit.

Have you seen the outcome you were hoping for?

Yes, life insurance is in place at half the cost of our prior quote.

What could they have done better?

Nothing, service was great, with either Ian or pa responded to emails or queries promptly.

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

I have used Ian Batterbee several times In the past ten years for advice on my various pensions and investment portfolios.

How has Ian Batterbee helped you?

Ian has helped me to understand and set up a robust retirement plan as well diverse investment strategy.

Have you seen the outcome you were hoping for?

So far so good.

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

A death in the family meant that all financial affairs needed to be looked at

How has Ian Batterbee helped you?

Got all pensions in the correct pots with good investments & helped with settling the pensions of the deseaced family member

Have you seen the outcome you were hoping for?

Most definitely he fought our case to the bitter end

What could they have done better?

Nothing in fact I wouldn’t have been able to get such a good result very pleased with Ian & all his hard working staff

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

I had a couple of old pension plans that I had decided to cash in, and spoke with Ian to help me doing so.

How has Ian Batterbee helped you?

Ian took authority of my plans and wrote to the insurance companies to gather information relating to them. Then he broke down the tax positions that cashing the plans in would create for me, and during his research it became apparent that one of the plans was offering an annuity rate guaranteed at much higher than the current market rates.

Have you seen the outcome you were hoping for?

Yes, if I had not sought advice, I would have just cashed the plans in an lost out on the rates I mentioned.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Ian

Ian was very helpful I will certainly be using his services in the future.

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

I needed to located a private pension from years ago and I also wanted to take some of my pension early

How has Ian Batterbee helped you?

He advised me of the tax implications and how to invest my money wisely

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?

Reaching retirement

How has Ian Batterbee helped you?

Sound, practical advice on retirement pensions on drawdown

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Ian

Ian consistently exercises sound investment strategies to assure that my portfolio delivers excellent returns. In addition, each time I meet with him he give me the "VIP treatment," treating me like one of his biggest clients — even though I am surely not. I’ve always walked from my meetings with Ian feeling like he genuinely cares about my future and will make wise choices with my investments.

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

Need to seek different and younger advice as previous FA had retired. Ian had been recommended by said retiree.

How has Ian Batterbee helped you?

In every area I f our concern.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of other than possibly bullying us to take earlier action following his advice.

Please provide a brief comment about your experience with Ian

Ian is extremely knowledgeable in all areas of financial planning, he and his team take a genuine personal interest in providing the very best advice, ensuring that I fully understood all options available to me and kept me fully informed at all times. I’m now confident that I can achieve my investment and retirement goals!

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

Required expert advice

How has Ian Batterbee helped you?

Provided expert advice tequired

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 Ian

Very friendly , really put you at ease and the whole process was absolutely delightful with absolutely no pressure felt . Knowledgeable and really understood the issues involved and explained options in a fashion which left us feeling very assured .

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

Pension transfer and pension planning

How has Ian Batterbee helped you?

Ian supported myself and my wife giving us sound advice and in-depth information to help us make the right decision for our pension planning

Have you seen the outcome you were hoping for?

Yes I am extremely happy with the support Ian has given us

What could they have done better?

Nothing

Please provide a brief comment about your experience with Ian

Ian is very professional and knowledgable. He comes across as very experienced in many areas of financial planning and you can tell he is genuinely wanting to listen to you and help.

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

For a review of my existing pension arrangements to put in place a bespoke strategy for my future retirement plans.

How has Ian Batterbee helped you?

Acted as a trusted guide and simplified a complex subject in easy to understand terms.

Have you seen the outcome you were hoping for?

Yes and my expectations have been well managed and there is good regular contact and support.

What could they have done better?

Nothing springs to mind due to the great all round service which Ian provides.

Please provide a brief comment about your experience with Ian

A helpful and informative chat that helped me focus my priorities. Many thanks.

Please provide a brief comment about your experience with Ian

Ian is very knowledgeable and insightful. Honest, objective, and transparent. Talks in layman’s language. Very impressive!

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

I was fed up of being sold products I either didn't understand, weren't suitable, or both. I worked in the city for 25 years and had a deep distrust for IFAs based on personal and professional experience. My pensions were many and scattered and my mortgage completely unsuitable.

How has Ian Batterbee helped you?

Ian is a game changer; I don't say this lightly. Here is an IFA who found me the very best mortgage deal (and has gone on to help with several more) and patiently walked me right through the process, advised me on investment, single-handedly streamlined all my various pensions into one (very well managed) pot, does not patronise or try to sell me anything I don't want, and always find the product which works best for me, not for him. He has a wonderful talent for being able to describe the most complex financial services in the simplest way, ensuring as the client I feel completely empowered to choose. I've known Ian for around 20 years now and he has gone on to help many members of my family and friends. I trust him implicitly and would recommend him without hesitation.

Have you seen the outcome you were hoping for?

A hundred percent yes, every time.

What could they have done better?

Nothing.

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

I wanted to combine an old works pension with a new personal pension.

How has Ian Batterbee helped you?

Gave some options and talked through the benefits of each in simple terms.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am happy with the service.

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

I wanted to review my existing pension pots.

How has Ian Batterbee helped you?

Ian took the time to understand my personal situation and made sure I was fully aware of the process at all stages.

Have you seen the outcome you were hoping for?

Absolutely, my aim was to move into a higher risk portfolio for some of my existing policies and Ian was able to help me achieve this.

What could they have done better?

Nothing, Ian and his team have been a dream to deal with

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

Mortgage

How has Ian Batterbee helped you?

Concise guidance and support.

Have you seen the outcome you were hoping for?

We will be reassessing in 6 months. Obviously things are very uncertain at the minute but Ian reassured us we are making the right choice now.

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

I wanted to really focus on my long term financial and life plans and wanted some professional advice.

How has Ian Batterbee helped you?

I have a few pensions, an ISA and some savings, but no real plan for the things I want in my life. I’d been reading around pension allocations, funds etc and if I’m honest I began to feel overwhelmed and concerned I would make the wrong choice of investment.

Have you seen the outcome you were hoping for?

Yes. I now have a plan to reach my goals. I have a solid professional working alongside me, supporting my efforts.

What could they have done better?

Nothing really. Ian is very easy to talk to, listens and genuinely cares. He’s not your usual blue suit, red tie, half a tub of hair gel type IFA. He’s an experienced professional, and very down to earth.

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

Change of employment

How has Ian Batterbee helped you?

Advice on final salary pension transfer.

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?

To make sure I was planning correctly and efficiently

How has Ian Batterbee helped you?

Explained thoroughly every situation and guided me to the right decisions for my circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with the way it was done.

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

I had to sort out my pension.

How has Ian Batterbee helped you?

Ian helped me set up my pension. He didn't have the easiest job with me at all and he still managed to explain things to me in plain people's language, even I understood. I am very grateful for his expertise, advice and endless patience. Thank you Ian, your help is very much appreciated.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing.

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

I had several bit part pensions and wanted to amalgamate them all.

How has Ian Batterbee helped you?

Ian provided clear guidance to the needs for change, the process of change and how things would operate post change.

Have you seen the outcome you were hoping for?

Without question.

What could they have done better?

Hard to find anything to put in here. The process is thorough, not patronising (like the banks)

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

Long term employment and the contribution to it's pension scheme ceasing.

How has Ian Batterbee helped you?

Ian reviewed my existing pension pot accrued over 28 years and presented me with a number of options. He explained to me in simple terms what the pros and cons of each option could be.

Have you seen the outcome you were hoping for?

Yes. After a thorough face to face discussion, no change was the preferred option (at this stage) but I will definitely be consulting with Ian at a later date regarding my future pension needs.

What could they have done better?

Nothing. At every stage of our discussions, I felt that Ian was acting in my best interests, not what was best for him.

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

I was looking to transfer my pension.

How has Ian Batterbee helped you?

Ian advised me on how to do this, with no pressure and transparent advice.

Have you seen the outcome you were hoping for?

Absolutwy.

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

Needed more advice and guidance on my pension.

How has Ian Batterbee helped you?

Grave me greater understanding and advice that I would not have been aware of.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

None as I am more than happy with the service I received. Thank you!

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

I was looking to invest my money for deposit.

How has Ian Batterbee helped you?

Explained my options.

Have you seen the outcome you were hoping for?

Yes.

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

Didn't know who to go to for advice. Big companies generally don't value business on a personal scale. I wanted a personal service.

How has Ian Batterbee helped you?

Made things simple and fit appointments around my own times and circumstance. I don't have a lot of time to be researching and dwelling.

Have you seen the outcome you were hoping for?

Definitely. I am now massively more secure than before. And, there is a plan in place to develop my financials, personal life and businesses even further.

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

Confused about what type of savings to start for long term savings, for my child.

How has Ian Batterbee helped you?

Figuring out how to decide on what is best.

Have you seen the outcome you were hoping for?

Yes.

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

Not knowing how best to protect my future finances.

How has Ian Batterbee helped you?

Gave excellent advice and guidance.

Have you seen the outcome you were hoping for?

Not yet - as only just started out - but I will do.

What could they have done better?

I am not sure that in my case he could have done any better - I appreciate the help he gave me.

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

I was trying to decide what to do with my pension money.

How has Ian Batterbee helped you?

Ian sent for the forecast on my three pensions and spent a considerable amount of time on the phone to me explaining my options. he was patient and very clear in his explanations.

Have you seen the outcome you were hoping for?

I decided in the end not to use Ian (or any other financial advisor) however he was happy to send me all the paperwork he had received from my pension company and I feel confident if I should change my mind I would not hesitate to use his services.

What could they have done better?

Nothing

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

I was looking for straight forward help and advice in a language I understand !.

How has Ian Batterbee helped you?

Ian took the time out to explain things in a way that just made sense so I could make good decisions .

Have you seen the outcome you were hoping for?

I am now in a better place reassured that not only my future but also my children's is a bit more secure.

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

I had a number of small Pension plan with previous employers that I needed looking at so I could understand them better.

How has Ian Batterbee helped you?

Once I gave Ian the paperwork for all, he sleeked further information directly from the various providers and what I had. When he got this back he explained in plain English what each was, what they were worth, and what my options were.

Have you seen the outcome you were hoping for?

I have now brought all together under one plan which is easier to Manage and understand. Ian advised that one of the final salary Pensions should stay put, as this older style investment would be worth more at retirement.

What could they have done better?

nothing

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

Seeking a fresh look at my current investment portfolio.

How has Ian Batterbee helped you?

Ian reviewed my current investment plan and assessed whether I was getting the best deal from my existing pension provider. Like his beloved West Ham, his charges had nothing up front.

Have you seen the outcome you were hoping for?

Based on the information and advice received, I am in the process of moving my investment plan and changing my IFA to Ian's company to achieve a better return for less risk.

What could they have done better?

Nothing. For me, Ian's considerable knowledge of the pensions market and experience as an IFA and preparedness to go the extra mile is what I needed.

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

House purchase and retirement planning.

How has Ian Batterbee helped you?

Ian sat down and "listened" to where I wanted to be in retirement and what steps I was willing and could achieve to make this happen. He and his team made the transfer of my plans simple and effortless on my part to which I am greatful.

Have you seen the outcome you were hoping for?

I now have a clear plan which we are working towards with regular reviews with Ian in the calendar.

What could they have done better?

At this stage I do not think Ian could have done more.

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

I run 1st Class Accountants Limited and my clients needed an expert Financial Adviser.

How has Ian Batterbee helped you?

Ian an discussed the background of each client and set out the areas of advice that required his services. The main area is pension planning; Ian has delivered excellent advice to my clients and is now advising me on my pensions.

Have you seen the outcome you were hoping for?

The current situation is that Ian (and Better Financial Planning) is the only financial adviser that wee use. The feedback that I receive from my clients is that they are amazed by his knowledge and that they wished that they had use of his services long before now.

What could they have done better?

The situation is that it is not what Ian could have done better, but that now I can plan better in conjunction with Ian how to offer my clients a more integrated solution for pensions and tax planning.

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

Increase in income.

How has Ian Batterbee helped you?

Advice on investing a lump sum and also pension transfer & on-payments.

Have you seen the outcome you were hoping for?

Still using the products recommended.

What could they have done better?

Nothing

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

I use financial advisors to invest money for vulnerable and incapacitated clients either under a Power of Attorney or a Court of Protection Order.

How has Ian Batterbee helped you?

He meets with me takes all the information about the client. Looks at their needs, income, expenditure and assets and advises on the best investments to maintain their assets and pay for their care.

Have you seen the outcome you were hoping for?

All the investments Ian has advised on have performed well and are exceeding expectations.

What could they have done better?

Nothing

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

Closing in on retirement. Wasn't sure how to best use my pension fund.

How has Ian Batterbee helped you?

Went through my, and my partners situation. Took everything into account and presented several options. Gave me advice on which was most suitable.

Have you seen the outcome you were hoping for?

Still going through the process of setting everything up to maximise retirement income. So, yes, I am seeing the outcome I was hoping for.

What could they have done better?

Honestly can't think of anything.

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

I was in a potentially serious situation having been using a so called 'specialist pension transfer company' who had cold called me to arrange the transfer of my frozen company pension to a private pension scheme.Having taken in excess of a year to arrange the transfer by this company I discovered that they were planning to use an unregulated pension fund which I have recently been advised was merely a vehicle for the dreaded 'pension liberation'. If I had continued with this company I am sure that I would have been yet another victim of the rampant pension scam schemes that plague us at the present time. I contacted Ian Batterbee via a recommended website to sort out the mess that I was in.

How has Ian Batterbee helped you?

On my first meeting he immediately recognised the problems that existed and put in place a plan of action to achieve my required goals in a most honest and professional manner. My subsequent meetings with him maintained the same excellent standards and he opened my eyes in respect to the narrow escape I had had.

Have you seen the outcome you were hoping for?

The current situation is that through Ian's efforts my pension has now been transferred to a blue chip pension scheme in just over 3 month period and I am able to take advantage of of the 25% tax free lump sum payment entitled to myself but still leaving a sizeable sum to invest within the new private pension fund for my future.

What could they have done better?

I do not feel that there is anything that Ian could have done better as he always returned my calls and kept me advised during the transfer process.

How has Ian Batterbee helped you?

As a former fund manager I had strong and maybe prejudiced views about IFAs. I cant say that Ian has changed my mind on his "profession" but I can highly recommend him. He is a straightforward and straight talking intelligent man who knows his stuff but more importantly is able to communicate that with a minimum of jargon.I found him to be totally professional and can honestly say it was a pleasure to deal with him.

What could they have done better?

Nothing springs to mind.

How has Ian Batterbee helped you?

Ian is one of those people you have to have in your contact list, his expertise and knowledge within his field is second to none, certainly stands out as the best IFA I have come across......and that is quite a few! Highly recommended