Tim Anstee

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

Ever increasing complicated pension, investment and savings, and inheritance tax issues.

How has Tim Anstee helped you?

Helped with risk and chose products (with excellent investment manager) which matched our objectives and cash requirements in retirement.

Have you seen the outcome you were hoping for?

Until Corona Virus....YES...good medium term performance with short-term shocks (as expected) along the way.

What could they have done better?

Nothing to add - very happy with the service provided.

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

Ensure financial planning for retirement.

How has Tim Anstee helped you?

Advises us on investment and pension retirement income and drawdown.

Have you seen the outcome you were hoping for?

By and large yes.

What could they have done better?

E.I.S. investment.

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

Initially I was seeking assistance in managing my later father's financial affairs. Tim was brilliant at sorting it all out and giving advice to ensure for my father's ongoing financial well being and then looking at longer term IHT considerations. Since then I have sought Tim's advice in managing my own finances.

How has Tim Anstee helped you?

He undertook a detailed review of my father's financial situation and then offered various options to assist in meeting the long term goals. I have found his advice invaluable. He has always listened to what we wanted and has acted in accordance with these wishes.

Have you seen the outcome you were hoping for?

Yes. The annual reviews also ensure that the planned benefits are on track and that there are opportunities to address changes.

What could they have done better?

I'd be looking for a different adviser if I felt there were things that could have been done better. Trust is a key factor and I 100% trust both Tim's ethics and advice.

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

I invested with the help of Tm Anstee and staff in all my neeeds over the last 30 years, after being contacted via a large UK bank.

How has Tim Anstee helped you?

I was directed,help and advised in first involvement saving/investements to ensure a safe retirement in the then, distant future while serving with MOD world wide.

Have you seen the outcome you were hoping for?

Now at the younge age of 83 my wife and I can look foreward, knowing our finance positions are very sound not only for us but my family.

What could they have done better?

It is difficult to find an area in his experties, being a engineer good with a hammer in my case! Perhaps in my situation video conferance would be good approach, as I lived in 20 different parts of the world and even UK.

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

An ageing parent, and the need for independent advice on how best to position finances with a view to IHT.

How has Tim Anstee helped you?

Tim conducted a thorough review of my fathers finances and came up with a detailed proposal on how to reposition his investments so as to achieve minimum CGT and derive optimum IHT efficiency. At all times Tim was very patient and clear in his explanations. He has excellent personal skills which make him well suited to dealing with older people, and delicate situations.

Have you seen the outcome you were hoping for?

We have been very pleased with what we have manged to achieve so far.

What could they have done better?

Tim has communicated with us very well at all times, and has made himself very available for face to face discussion as and when required.