Olivier Pfanner

Please provide a brief comment about your experience with Olivier

Olivier has shown great expertise and also great kindness and support with his advice to myself and my wife. We hugely recommend him .

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

Concerns about my pension and inadequate plans for retirement

How has Olivier Pfanner helped you?

Olivier managed to deal with my very basic level of understanding about financial planning and give clear explanations of the options available to me. He also ensured that I fully understood the risks and benefits of any decision that I might make regarding my financial future. He was efficient in setting up meetings and responding in a timely fashion and I received clear written and online information about our discussions and actions. He has enabled me to start on a process of longer term finical planning and investment with more confidence.

Have you seen the outcome you were hoping for?

It is still early days but the process and advice given so far has been clear, efficient and responsive.

Please provide a brief comment about your experience with Olivier

Oliviers professionalism, knowledge, expertise and advice has been exceptional.

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

Dissatisfied with the Lloyds pension offer and looked for advice regarding alternatives

How has Olivier Pfanner helped you?

Olivier was recommended to me by a friend. He has covered all the options open to me and given me an understanding of my situation. He has recommended an annuity coupled with investment

Have you seen the outcome you were hoping for?

Yes, I was satisfied that my interests were well catered for and that the risk taken was within my expectation

What could they have done better?

Not sure he could have done any more considering my situation

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

I wished to make my savings work better and understand my NHS pension better to make decisions that would be beneficial for me and my family in the future.

How has Olivier Pfanner helped you?

Explained financial strategies and lingo, unpicked what was happening with my pension. Helping me understand how to make decisions and giving me the information to allow me to make those decisions for myself.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I am very pleased with the service.

Please provide a brief comment about your experience with Olivier

Olivier was very amenable, knowledgeable and professional. The advice he gave was pertinent to my current circumstances and was very useful and I'd have no hesitation in recommending him

Please provide a brief comment about your experience with Olivier

Olivier provided great advice for my pension.

Please provide a brief comment about your experience with Olivier

Very patient, very easy to talk to. Not pushy at all. I always thought that I was in control of the conversation.

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

Independent review of my pensions funds

How has Olivier Pfanner helped you?

Olivier did a great job looking into the various funds I have and help me to take decisions

Have you seen the outcome you were hoping for?

Too early to say

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

Need for transferring employment pension plan as I was approaching my retirement

How has Olivier Pfanner helped you?

Olivier provided excellent advice on the options available to me before arranging the transfer from my employer’s complicated pension plan which would not have been as simple without his knowledge and expertise.

Have you seen the outcome you were hoping for?

Yes Olivier has successfully managed to get my pension transferred to and I felt confident in putting my complete trust in him to arrange for a flexi drawdown pension.

What could they have done better?

Found Olivier to be extremely professional, knowledgeable and reliable and there is nothing I feel he could have done better.

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

Advice on investment options; pensions opportunities etc.

How has Olivier Pfanner helped you?

Provided advice on the different outcomes, tax implications etc.

Have you seen the outcome you were hoping for?

Yes I have so far

Please provide a brief comment about your experience with Olivier

Olivier explained the range of his services very clearly and it was great to see how he accommodates the needs of his clients.

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

I was originally approached by a different financial advisor who changed his career patch and introduced me to Olivier as his replacement. The reason I decided to go with the financial advisor was that I was very busy at work and just didn't have the time or the energy to look after my pension or long term personal savings and investments.

How has Olivier Pfanner helped you?

Olivier helped me consolidate my work (from two different employers) and my personal pension and advised on insurance.

Have you seen the outcome you were hoping for?

The outcome exceeded my expectations as the return on my pension investment has considerably increased.

What could they have done better?

I don't think my financial advisor could have done anything better, if anything I should take a lot more responsibility for my own pension and savings. Olivier is very knowledgeable and personable and I trust him completely.

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

I wanted to ensure that I was getting the most out of my earnings, particularly in terms of savings

How has Olivier Pfanner helped you?

Olivier has helped me with all aspects of my financial planning, from organising my top-up pension and stocks-and-shares ISA through to putting me in touch with a mortgage advisor who also provided excellent service.

Have you seen the outcome you were hoping for?

Absolutely, I've been getting very positive returns on both the pension and ISA, I was very happy with the mortgage deal, and Olivier has regularly reviewed my circumstances with me and suggested changes that I may wish to make.

What could they have done better?

I can't think of anything that I would change about Olivier's service.

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

I have been headed a number of companies and VC firms over the years, and have found it increasingly difficult to keep on top of my personal finances which are complex. I was looking for somebody reliable and competent to work with.

How has Olivier Pfanner helped you?

Olivier tracked down and consolidated all of my pensions policies down from previous employers, which has greatly simplified the overall administration of my affairs. I have also invested portions of my wealth with him through a number of tax efficient investment wrappers, such as ISAs, investment accounts, and more recently EIS and VCT structures. My overall portfolio is now invested in a range of asset classes, from FTSE type trackers and bonds to alternative strategies.

Have you seen the outcome you were hoping for?

Olivier has delivered beyond my expectations. I feel that I can trust him to run my affairs effectively, thereby allowing me to focus more of my attention on my work schedule and personal life.

What could they have done better?

None come to mind. Olivier comes highly recommended.

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

Wanted to transfer pension

How has Olivier Pfanner helped you?

Advised on transferring pension and gave advice with regard to withdrawal of tax-free sum

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was done to my satisfaction

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

Needed somebody to consolidate my investments and manage maturing investments for myself and spouse

How has Olivier Pfanner helped you?

Olivier has helped me for many years, but most recently with Legacy pension pots

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

I’ve really been impressed, nothing to add

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

Looking for investments and planning for the future.

How has Olivier Pfanner helped you?

Provided sound advice and relevant options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

More structured advice on impact of changing regulation.

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

Needed someone with expertise in the area I wanted

How has Olivier Pfanner helped you?

Did a thorough review, sorted out all documentation with recommendations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that comes to mind

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

Help me with ISAs and investments

How has Olivier Pfanner helped you?

Created balances portfolio that has performed well. Helped with the admin of moving over existing investments to new platform

Have you seen the outcome you were hoping for?

Yes, decent medium term growth

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

I needed to sort my finances out and was recommended to Olivier

How has Olivier Pfanner helped you?

He organised my finances to meet my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

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

Recommend

How has Olivier Pfanner helped you?

Pension planning and protection

Have you seen the outcome you were hoping for?

Yes- Olivier is a consummate professional

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

Needed a better overview and understanding of my financial situation.

How has Olivier Pfanner helped you?

Made me think of what my long-term financial goals are, what I want for retirement and how to achieve those goals.

Have you seen the outcome you were hoping for?

Yes.

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

As I began to increase my savings, I wanted the advice of a professional who could help me plan for the long-term.

How has Olivier Pfanner helped you?

Olivier has been extremely diligent and thorough in his approach to understanding my long-term financial objective and my risk tolerance. He as then developed a highly tailored plan with regards to my ISA and other investments, income protection and retirement planning, which he has refined and adjusted as my financial circumstances have continued to evolve.

Have you seen the outcome you were hoping for?

I have been able to devise a sensible plan that is aligned with my long-term goals and have regularly sought out Olivier's advice as my situation has evolved. I have been very satisfied with the level of service I have received and look forward to continuing to work with him.

What could they have done better?

Olivier has been great all around.

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

I needed advice with regard to savings, pensions and inheritance planning.

How has Olivier Pfanner helped you?

Olivier has given excellent advice which has resulted in great returns. I have complete faith and trust in him and have no hesitation in recommending him (which I have already done).

Have you seen the outcome you were hoping for?

I am extremely happy with the outcome of his advice.

What could they have done better?

I cannot think of any way in which Olivier could, or needs to, improve.

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

Poor performance of existing policies

How has Olivier Pfanner helped you?

Demonstrate the different risk models, and changing profile as one nearers retirement. Tax efficiency.

Have you seen the outcome you were hoping for?

Partially, in year 1, good performance, year 2 markets took a hit and capital gains were limited.

What could they have done better?

In this case nothing, however, I could forsee a time when mid-year, a change in investment profile would be advisable, and would expect to hear at the time, rather than end of year and suffer such losses that could occur in the event of changing markets.

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

My existing advisor left his organization.

How has Olivier Pfanner helped you?

Olivier advised me on my Pensions, ISA investments and inheritance Tax planning.

Have you seen the outcome you were hoping for?

Yes I am seeing decent returns and growth on the products offered and continued support and ongoing advice.