Yianni Theodorou

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

Newly divorced and needed advice about my future finances

How has Yianni Theodorou helped you?

Given sound advice about my finances that have worked out really well. Happy with the outcome

Have you seen the outcome you were hoping for?

I have and better than I dared hope for

What could they have done better?

In my opinion everything turned out well. Nothing else expected

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

Life circumstances dictated the need fo finacial planning

How has Yianni Theodorou helped you?

He has guided me carefully throught the financial circumstances

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?

for advice on our savings.

How has Yianni Theodorou helped you?

we have been with Yianni for many years and have received excellent advice on various matters.

Have you seen the outcome you were hoping for?

yes we have most certainly.

What could they have done better?

From our point of view,nothing

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

I was retiring and wanted to consolidate several company pensions, to provide a low risk income.

How has Yianni Theodorou helped you?

Yianni was thorough is assessing my needs and found the right product which met my needs exactly.

Have you seen the outcome you were hoping for?

Despite the ups and downs that the markets have experienced over the past few years the invested capital has shown a steady growth’s.

What could they have done better?

Nothing.

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

I had a company pension from a past job which I needed more information on. I also wanted to find out what had happened to my contributions since I had opted out of Serps many years ago. I didn't fully understand how Serps worked nor the implications of opting out.

How has Yianni Theodorou helped you?

Yianni obtained information about my company pension and explained how the scheme works. Yianni also gave me an explanation as to what 'opting out of Serps' actually means and after investigation and research, he discovered that my Serps payments over the years had grown to be quite a substantial pot - something which was a very nice surprise. This was to become very useful to me in later years and money which I had never factored into my retirement plans.

Have you seen the outcome you were hoping for?

Yes I have. I got full clarity on how my company pension works, but I was delighted to find out that my decision to opt out of Serps many years ago, had allowed a savings pot to grow steadily and substantially over that time without me being aware. So what Yianni unearthed was fantastic and very welcome news to me. He helped me understand my options at that point and how best I could make sure that this money continues to work hard for me. A great result.

What could they have done better?

Even though I was asking him questions about schemes which I really didnt understand, Yianni very patiently gave me all the information and clarity I needed in easy to understand simple jargon-free language. And he fully met the brief of helping me to understand much more about the schemes involved. He could not have done any more - his help and the time he spent with me was invaluable and he couldnt have done any more.

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

I have known and worked with Yianni for many years and will trust nobody else, I needed assistance combining old auto enroled pensions to my personal one.

How has Yianni Theodorou helped you?

Where the organisations of the AE Pension schemes were less than helpfull Yianni made a simple job of the transfers

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

To transfer pension funds

How has Yianni Theodorou helped you?

Yianni has helped immensely over the last few years..

Have you seen the outcome you were hoping for?

Yes, continued good advice and ongoing growth of investments

What could they have done better?

I can't fault the service provided by Yianni and Logic Wealth Planning

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

Needed advice regarding my pensions.

How has Yianni Theodorou helped you?

Helped get all my pensions together and looking after my life insurance cover.

Have you seen the outcome you were hoping for?

Absolutely, even when I was not contributing my pension was growing all the time.

What could they have done better?

Nothing, I'm really pleased with how my money is looked after. My advise from Yianni has been first class and feel secure that my money is in good hands.

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

I had some money from an accident insurance claim that I needed advice on how to manage it.

How has Yianni Theodorou helped you?

Yianni has guided me how to get the best investment for my risk profile. Yianni helped me consolidate some work pensions that had been sealed.

Have you seen the outcome you were hoping for?

Yes I have been very satisfied with the performance of the investment

What could they have done better?

For me personally I don’t think there is anything that could be done better

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

Pension transfers

How has Yianni Theodorou helped you?

Yianni did my initial pension transfer and as continued to give me advice going forward

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?

I was combining several pensions following my Divorce.

How has Yianni Theodorou helped you?

Yianni has helped me tremendously. In particular, by breaking down complex financial matters into understandable sections, that have enabled me to make an informed choice about my finances, and my future financial needs and requirements. I feel that with Yianni's support and guidance, for the first time in my life, I have financial stability and security. This has been life changing for me, following the emotional and financial trauma of divorce.

Have you seen the outcome you were hoping for?

Yes, I feel in control of my finances and a greater sense of autonomy and personal responsibility.

What could they have done better?

N/A

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

Multiple pensions and wanted to amalgamate them all.

How has Yianni Theodorou helped you?

Amalgamated all my accounts.

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?

Approaching retirement

How has Yianni Theodorou helped you?

Helped significantly to organize finances and understand what I could achieve with good planning

Have you seen the outcome you were hoping for?

Yes, managed to retire earlier than expected and maintain my lifestyle

What could they have done better?

Online Access portal could be better (info updated more often)

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

We wanted to invest for our future and retirement.

How has Yianni Theodorou helped you?

We have known Yianni in a professional capacity for over 30 years and he has always given first class, friendly advice and excellent service, which has been very advantageous to me and my husband who have now retired and can reap the benefits.

Have you seen the outcome you were hoping for?

Yes and exceeded mexpectations.

What could they have done better?

Nothing more for my requirements and I am continuing to receive excellent advice from Yianni for my future.

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

We wanted to invest for our future and retirement

How has Yianni Theodorou helped you?

Yianni has always been clear and consice with the information he has given me

Have you seen the outcome you were hoping for?

Yes and it has exceeded my expectations

What could they have done better?

Nothing.I feel that I have always been given the best advice.

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

To help with financial planning IE pensions

How has Yianni Theodorou helped you?

He has given sound advice on planning my retirement investment

Have you seen the outcome you were hoping for?

Yes Yianni is very professional.

What could they have done better?

They could not have done anything better.

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

information on buy to let mortgages and financial planning

How has Yianni Theodorou helped you?

Investing, mortgages, wills, consolidation of pensions and pension advice

Have you seen the outcome you were hoping for?

very much so

What could they have done better?

nothing at all unless they could have prevented the pandemic !

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

Had a pension pot and didn't know what to do with it.

How has Yianni Theodorou helped you?

With excellent advice , help , care and ongoing assistance to succeed with pension use

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?

Money left in a will

How has Yianni Theodorou helped you?

Investments

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?

I had multiple pensions and was unsure whether they would perform better as a larger investment sum if merged.

How has Yianni Theodorou helped you?

Yianni has provided excellent advice over the years that I have been a client. He is extremely thorough and articulate, as well as being a truly lovely guy. Everything explained to you in a meeting is provided in written format if you would like to refer back to anything. He is also clear about risks and ensures you understand the potential pro's and cons of all decisions you make. He allocates a significant period of time to his appointments to ensure you have time to cover everything and fell valued. My pension performed significantly better after involving Yianni and merging my pensions and moving to something better suited to my aspirations. We meet every 12 months to discuss performance and to assess whether my requirements of my pension have changed at all. Yianni also assisted when I wished to draw down some of my pension for a property purchase abroad and advised my mother-in-law after she lost her husband. I would have no hesitation in recommending Yianni to anyone (and frequently do!)

Have you seen the outcome you were hoping for?

No - it was exceeded significantly and continues to perform well despite the impact of world events on the financial markets. I will have a much better retirement than anticipated thanks to Yianni's expertise.

What could they have done better?

N/A

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

Yianni has provided trusted pension and financial planning to me for many. I wanted to release some of my pension funds to enjoy life a bit more.

How has Yianni Theodorou helped you?

Yianni gave me advice and support that I could trust. He helped me release some of my pension quickly and smootly

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Nothing really. The whole transaction was conducted efficiently and effectively. I was very pleased with everything.

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

I was looking to update and consolidate my personal insurance policies which were taken out 20 years ago before I moved and lived to the UK.

How has Yianni Theodorou helped you?

Yianni spent time in understanding my personal circumstance and recommended life and critical illness policies that are more suitable for my needs.

Have you seen the outcome you were hoping for?

I hope I'd never need to claim for any of my life or CI policies; however haven't protection in place offers peace of mind.

What could they have done better?

None

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

Pension advice

How has Yianni Theodorou helped you?

Yes, especially in these turbulent times.

Have you seen the outcome you were hoping for?

Great outcome, allowed me to retire earlier than I expected.

What could they have done better?

Nothing

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

Planning for my future

How has Yianni Theodorou helped you?

he has given me peace of mind

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?

I was dissatisfied with the way my pension was performing

How has Yianni Theodorou helped you?

By moving the pension to a better scheme

Have you seen the outcome you were hoping for?

Only just done the transfer so too early to tell

What could they have done better?

Nothing

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

Pension advice

How has Yianni Theodorou helped you?

Yes, I’ve known Yianni for years & trust him

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All goid

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

To receive money from my pension

How has Yianni Theodorou helped you?

Yianni give us advice on my pension

Have you seen the outcome you were hoping for?

Yes

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

Initially for a specialist mortgage 20 years ago but as his services grew he continued to provide helpful advice

How has Yianni Theodorou helped you?

We have been using Yianni Theodorou for over 20 years now for mortgages, pensions, and financial planning and trust Yianni and Logic IFA to provide honest and helpful advice.

Have you seen the outcome you were hoping for?

Yes and still do

What could they have done better?

At present I cannot think of anything he could have done better

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

I had some money to invest and needed advice.

How has Yianni Theodorou helped you?

I've seen my savings grow in a tax efficient way.

Have you seen the outcome you were hoping for?

Considering the volatile nature of the financial markets I think my savings have grown as expected.

What could they have done better?

Possibly but not sure how.

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

Pension needs

How has Yianni Theodorou helped you?

Investment over long period

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

As a family we recogniswed the requirment for good financialo advice

How has Yianni Theodorou helped you?

Yanni guided us throughtbthje minefield that is planing for a deifable future

Have you seen the outcome you were hoping for?

greatly so and more

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

Pensions review

How has Yianni Theodorou helped you?

His advice was very helpful. He arranged all transfers without any problems.

Have you seen the outcome you were hoping for?

No but this is mainly due to general market conditions and my cautious approval to investing my pension pot.

What could they have done better?

Nothing really. The service has been excellent.

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

Our pensions where all over the place, and needed to bring them under one roof.

How has Yianni Theodorou helped you?

He brought all our pensions together, and have access to view how they are doing on a weekly, monthly or whenever we feel the need to check on the account.

Have you seen the outcome you were hoping for?

Not as yet, but are happy on the way they are performing.

What could they have done better?

Quiet happy with the service I receive, so no improvement needed.

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

Amalgamation of pension funds back in 2012.

How has Yianni Theodorou helped you?

Always good advise on forward planning and what to realistically expect from a pension fund.

Have you seen the outcome you were hoping for?

Generally yes however the pension growth performance in recent years is quite disappointing.

What could they have done better?

Nothing springs to mind.

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

i initially came to Yianni to consolidate 4 pension and open an ISA...and our paths had crossed in the past,with alot of mutual friends using Logic's services

How has Yianni Theodorou helped you?

he has helped a lot with advise and time on my portfolio.

Have you seen the outcome you were hoping for?

we are still working to get there,but its a long term thing anyway

What could they have done better?

well if they could have increased my pension and ISA by 1000% that would have been better ,but impossible i would say

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

Money to invest from a previous investment

How has Yianni Theodorou helped you?

He has helped me to manage my funds better than the previous company.

Have you seen the outcome you were hoping for?

The markets are currently volatile, but Yianni and his company have helped me cover this

What could they have done better?

Everything is Ok, so nothing.

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

Lack of an employee company pension scheme.

How has Yianni Theodorou helped you?

Mapped out my financial scope based on my particular circumstances and risk profile.

Have you seen the outcome you were hoping for?

Based on my particular circumstances the outcome was extremely positive.

What could they have done better?

This question assumes I had some concerns, I had non and am extremely satisfied with their services.

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

Needed someone trustworthy to take care of my investments/pension.

How has Yianni Theodorou helped you?

Yianni has provided excellent advice and given me a clear understanding of the oft complicated world of investments.

Have you seen the outcome you were hoping for?

Yes, indeed my expectations have been exceeded.

What could they have done better?

Nothing!

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

Inheritance fund

How has Yianni Theodorou helped you?

He has set up savings and investments of my funds

Have you seen the outcome you were hoping for?

It is still a young investment

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

I wanted to consolidate a number of company pensions into one fund.

How has Yianni Theodorou helped you?

Yianni gave me the advice advice that I needed. Yianni was very professional and thorough but he managed to explain to me all the relevant points in a way that I as a financial novice, could fully understand. Yianni is always responsive and always a real pleasure to talk to. Over the past 13 years my funds have grown at a rate that I am extremely pleased with and that's because Yiannia has managed on my behalf.

Have you seen the outcome you were hoping for?

Yes, Definitely!

What could they have done better?

Nothing!!!

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

SOLD A BUSINESS CASH IN MY POCKET AND WAS RECOMENDED BY A VALUED FRIEND

How has Yianni Theodorou helped you?

SOUND ADVICE AND HAS BECOME A VALUED FRIEND

Have you seen the outcome you were hoping for?

YES MY INVESTMENT HAS INCREASED ABOUT 50%

What could they have done better?

NOTHING

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

To plan for our financial future

How has Yianni Theodorou helped you?

He has explained all the options available to us

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing they very professional and tougher

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

I had money from a compensation claim.

How has Yianni Theodorou helped you?

Helped me understand how investments for long term work.

Have you seen the outcome you were hoping for?

Due to the Covid pandemic investments fell but I’m sure it will all come back, and Yianni and his team have helped soften the blows.

What could they have done better?

Short of having a magic wand, nothing.

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

Poor performing pensions

How has Yianni Theodorou helped you?

He has combined a number of my old work pensions into one and the performance over the years has been very satisfying, I still have great confidence even in these difficult times

Have you seen the outcome you were hoping for?

Very much so yes, I have been able to retire early

What could they have done better?

nothing

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

I wanted to pull together a number of pension schemes together into 1

How has Yianni Theodorou helped you?

By speaking simple easy to understand language, giving excellent advice and keeping in touch when markets were not good to reassure me!

Have you seen the outcome you were hoping for?

Definitely!

What could they have done better?

Nothing at all, I have recommended Yianni to family and friends.

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

Transferring a personal pension from a previous provider who was no longer reactive to my needs. Also transferring some other investments which were not performing well.

How has Yianni Theodorou helped you?

Transferred pension and other investments with the minimum of fuss to come under his supervision.

Have you seen the outcome you were hoping for?

From initial investment in early 2015 to the end of 2019, my investments performed very well. Then the Covid pandemic struck and for the next 9 months things took a nosedive before recovering all the value lost by the end of 2020. The investments then performed very well again throughout 2021. However, at the time of writing (4th November 2022), my investments have lost 15% of their value from the beginning of 2022 and are currently the value they were at back in June 2020. While I realise that things are largely out of the direct control of IFAs like Yianni, this is a very worrying time for investors and seems to me to be due not only to the continued incompetence of the three Governments we have had to endure for the last 3 years but also to the undue influence which the financial markets currently seem to have on global affairs and sovereign Governments' political decisions. While billionaires and millionaires won't particularly notice or be affected by a 15% loss of value, such a hit to Joe Public can have very serious consequences, both financially and emotionally.

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

Being a business owner, taking care of me, my families and businesses future.

How has Yianni Theodorou helped you?

Yianni takes time to understand the bigger picture, the background and aspirations. Yianni cares - these products / services are a minefield, Yianni keeps it simple so I understand.

Have you seen the outcome you were hoping for?

Yes repeatedly

What could they have done better?

Nothing!

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

I wanted my pension to work for me.

How has Yianni Theodorou helped you?

He has reassured me that he is looking after my interest and investment

Have you seen the outcome you were hoping for?

Not as yet as it’s early days

What could they have done better?

Nothing that Iam aware of

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

Taking early retirement.

How has Yianni Theodorou helped you?

He has transferred pension pots into one easily manageable fund.

Have you seen the outcome you were hoping for?

Given the fluctuations in the money markets over the past years the fund has performed above expectations

What could they have done better?

I have no reason to question their performance.

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

Bad experience with a previous financial advisor

How has Yianni Theodorou helped you?

Yianni has dealt with our finances for many years, his knowledge, professionalism and trustworthiness has given us total peace of mind.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

We rate Yianni an excellent Financial Advisor and could not ask for better all round service

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

Needed advice on a buy to let mortgage and also with pensions.

How has Yianni Theodorou helped you?

Gave excellent advice helping to get buy to let mortgage,and setting up pension package.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing excellent advice and very competent, excellent company.

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

Buy to let purchase and general review of finances

How has Yianni Theodorou helped you?

Advise re buy to let mortgage, consolidation of pension and general financial advice

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

Please provide a brief comment about your experience with Yianni

He did NOT phone at all!

Please provide a brief comment about your experience with Yianni

He basically told me I couldn't help me with what I wanted to do because it was only a small amount of money.

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

Retirement - pension funds.

How has Yianni Theodorou helped you?

By thoroughly and regularly carrying out risk assessments; gave sound advice on investments already held; displayed great patience and understanding and clearly explained everything ensuring my peace of mind and absolute confidence in his recommendations. Prompt and efficient and approachable at all times.

Have you seen the outcome you were hoping for?

Exceeded expectations.

What could they have done better?

Absolutely nothing.

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

Pension funds

How has Yianni Theodorou helped you?

Giving advice on my retirement

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?

Initially a personal pension

How has Yianni Theodorou helped you?

Set up everything for me

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?

Poor pension performance, recommendation by a friend and work colleague to consult with Yianni

How has Yianni Theodorou helped you?

His advice has allowed me to retire comfortably with confidence

Have you seen the outcome you were hoping for?

Outcome exceeded my expectations

What could they have done better?

Nothing

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

Coming upto retirement I needed to get all my finances in order

How has Yianni Theodorou helped you?

Helped me understand my options and help me achieve what I had hoped for in retirement

Have you seen the outcome you were hoping for?

He has helped put me in as better position than I thought. Only time will tell but I'm confident everything is in place.

What could they have done better?

I can't think of anything, the whole team have been very professional and very thorough

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

Pension handling in retirement

How has Yianni Theodorou helped you?

Rigorously ensured that I made the right decision when deciding how to access my workplace pensions

Have you seen the outcome you were hoping for?

Absolutely, I now have the access I required and have future security

What could they have done better?

Nothing I can think of

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

To manage our finances, be mortgage free and have early retirement

How has Yianni Theodorou helped you?

By giving us sound advise and helping us manage our financial planning over the past 25 years

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Nothing, as we have had excellent service

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

needed to transfer pension all into one place and access money

How has Yianni Theodorou helped you?

Good advice and worked hard to get it sorted within a short time frame

Have you seen the outcome you were hoping for?

mostly still waiting for one pension to come through but yanni is keeping me informed of its progress

What could they have done better?

nothing entirely satisfied with the service given up to now

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

I was looking to retire at 65 before my State pension was available and needed advice on how best to utilise my existing employer pension pots

How has Yianni Theodorou helped you?

Consolidated my pensions into one fund as well as advising the purchase of an annuity with one of my existing funds which offered an excellent return.

Have you seen the outcome you were hoping for?

For the most part yes.

What could they have done better?

I believe that Yianni has dealt with my situation in a highly professional manner, and has taken time to explain the intricacies of fund investment. I don’t believe he could have done anything better.

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

To plan for future financial security.

How has Yianni Theodorou helped you?

Make my pension plans become a reality.

Have you seen the outcome you were hoping for?

Yes

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

i was planning for my retirement

How has Yianni Theodorou helped you?

gave great advise on how to make my money work for me

Have you seen the outcome you were hoping for?

yes, can retire earlier than expected

What could they have done better?

everything was excellent

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

I wanted to find out whether it would be advisable to change my pension provider.

How has Yianni Theodorou helped you?

He was extremely thorough and professional and patient.

Have you seen the outcome you were hoping for?

Not as yet but that’s not because of Yianni.

What could they have done better?

No

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

Planning for retirement

How has Yianni Theodorou helped you?

Recommended investments and plan to transfer old pension schemes to one consolidation

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?

I needed advice other than from a bank.

How has Yianni Theodorou helped you?

He took more of an interest on a personal basis than the bank ever did.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Maybe less fees, but generally very good.

Please provide a brief comment about your experience with Yianni

Excellent service, open honest and clear advice. Don’t look anywhere else. Thank you

Please provide a brief comment about your experience with Yianni

His team contacted me quickly and were able to help me when a number of other advisers could not. We are still in the discussion process but I am very happy with the service thus far.

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

Planning for retirement

How has Yianni Theodorou helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

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

Originally Yianni gave me financial advice nearly 30 years ago for a Mortgage. The advice was so good and has been ever since - and here we are all these years later.

How has Yianni Theodorou helped you?

We were unable to get a mortgage - Yianni found a good one for us. Since then, Yianni has looked after my Pension(s) and the results are far better than average year on year.

Have you seen the outcome you were hoping for?

Yes, I would have looked for another FA if they weren't.

What could they have done better?

That's a difficult one as I'm not a financial expert. Plain talking, good explanations of what could happen - both positive and negative. Extremely helpful. Fantastic customer service. There isn't anything more that I could ask for.

Please provide a brief comment about your experience with Yianni

I am very satisfied with the advise I received and the implementation of the decisions by Yianni.

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

Having a defined benefits pension pot that I wanted to access via drawdown and needing specialist help and advice of the options and risks involved.

How has Yianni Theodorou helped you?

Yianni helped by thoroughly explaining the rigid rules and regulations applying to my situation and was open and honest about the pitfalls that may occur. Alao explaining the rigorous regulatory checks placed on himself personally and professionally to ensure the correct outcome in my personal circumstances was achieved. He went over and above the level of analysis I was expecting.

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome which has given me the flexibility and future financial stability I required.