Ashley Townsend

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

After going through a divorce and becoming a single mum, I needed expert financial guidance to secure both my child’s future and my own retirement goals.

How has Ashley Townsend helped you?

Ashley Townsend has been a fantastic adviser during a challenging time in my life. Ashley helped me navigate complex areas such as pension planning, investments, and financial coaching with clear, actionable advice. He was professional, empathetic, and knowledgeable, helping me feel confident about my financial future. He took the time to understand my personal circumstances and tailored a plan that balances my long-term goals with my current needs. I highly recommend Ashley for anyone seeking an adviser who truly listens and delivers practical solutions.

Have you seen the outcome you were hoping for?

We have not started the process yet so no I have not seen the outcome I am hoping for yet but I am confident I will

What could they have done better?

Absolutely nothing

Please provide a brief comment about your experience with Ashley

I never received a reply

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

I knew I needed someone with more experience

How has Ashley Townsend helped you?

He has given me reassurance and taken care of my small finances, moving money when needed

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 unexpectedly came into some money and I wasn't sure what to do with it. I contacted Ashley with the hope that he could provide some guidance

How has Ashley Townsend helped you?

Ashley has been very supportive and has explained things such as my pension, including the current value, where it is currently being invested and where he thinks it should be invested (all things which I didnt have a clue about). He also provided strong knowledge about future investments which gave me the confidence to move forward with him

Have you seen the outcome you were hoping for?

I am moving forward in the process currently, but so far his guidance has been very helpful

What could they have done better?

All has been good so far

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

It's sensible

How has Ashley Townsend helped you?

Professional and accessible

Have you seen the outcome you were hoping for?

Could always be better but also Could also be worse.

What could they have done better?

Don't know the answer to that question

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

i inherited some money

How has Ashley Townsend helped you?

mainly pensions advice

Have you seen the outcome you were hoping for?

yes excellent outcome

What could they have done better?

nothing

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

Just moved to another employer after 30 years and wanted to know if I was better to roll over my pension to new employer's scheme, or not.

How has Ashley Townsend helped you?

Doing a complete review of the various pensions I hold, and advising me on how I can get a better return.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing I can think of. Even get a birthday card!

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

Pensions

How has Ashley Townsend helped you?

Ashley has planned our retirement and is always on hand for help and advise. I have recommended Ashley to family and friends and they are all pleased with his advise and planning.

Have you seen the outcome you were hoping for?

all platforms have done well.

What could they have done better?

Nothing

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

Combine all my pension into one and plan for the further due ill health.

How has Ashley Townsend helped you?

Combined everything into one pension and paying less fees. The overlook in planning ahead is a great asset.

Have you seen the outcome you were hoping for?

Yes, the further looks better than i anticipated.

What could they have done better?

nothing

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

retirement

How has Ashley Townsend helped you?

advised the best tax efficient options available

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not aware of any

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

Needed advice on pension

How has Ashley Townsend helped you?

Ashley has helped me by advising me on options available regarding my personal pension schemes.

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 on retiring and moving out of a DB Scheme.

How has Ashley Townsend helped you?

Immensely. I accepted his views in coming out of the DBS in my particular and unusual circumstances and he has helped me move into a good retirement .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can see how he could have done any better, despite the fact I have now moved 200 miles away from him - he still came to see me.

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

Retirement and how to make the best use of my Private Pension pot.

How has Ashley Townsend helped you?

Explained fully several possible scenarios and assisted in processing my chosen route.

Have you seen the outcome you were hoping for?

Yes. I am well pleased with the result.

What could they have done better?

The company's choice of software provider has caused problems this year and at one stage showed me a NIL balance on my account which caused me mild alarm. My anxiety was swiftly quelled with a professional explanation and speedy rectification. Hopefully, when they next choose to change software providers they will be able to ensure a smooth exit from their current contract without there being data shortfall to clients.

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

Became self-employed

How has Ashley Townsend helped you?

Investing for private pension

Have you seen the outcome you were hoping for?

No - whilst the market has seen fluctuations, the overall return has not been great

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

Had a large pension and as I am heading towards retirement and still have a mortgage to pay it was important to get a financial advisor to ensure I have enough money to live the life I want to when I retire.

How has Ashley Townsend helped you?

Put a financial plan together and he has explained clearly what I need to do to achieve that plan.

Have you seen the outcome you were hoping for?

So far things are progressing well. It wound be nice to be seeing more returns on my investments but I am happy.

What could they have done better?

I don’t really have anything to say on this only for the fact that when the recent issue happens and everyone’s fund balance disappeared it would have been good to have been notified immediately rather than looking at my balance and thinking I’d lost everything.

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

Scottish Widows had my pension pot, Was advised they could not offer the pension facility I needed.

How has Ashley Townsend helped you?

Ashley was able to

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think so.

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

We had a growing pension pot that was seeing little return, and wanted to ensure our money was working for us and we were seeing maximum returns in our ISA investments

How has Ashley Townsend helped you?

Fantastically. He has unified our numerous pensions and got them delivering a >4x return on what we were previously seeing. He has also helped us understand our future goals and what retirement may look like financially.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I had more than one pension and wanted advice on consolidating them.

How has Ashley Townsend helped you?

Given helpful, clear advice. Very thorough on checking our finances are sufficient for our future.

Have you seen the outcome you were hoping for?

My pension pot has increased over 2 years.

Please provide a brief comment about your experience with Ashley

Although I didn't need to use Ashley, he was very kind and professional.

Please provide a brief comment about your experience with Ashley

Knowledgeable, listened to us, accessible.

Please provide a brief comment about your experience with Ashley

Ashley was quick to respond to our initial enquiry and paid good attention to the details of our requirements. We are looking forward to hearing back from him in due course together with his suggestions for the way forward.

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

I am about to retire and wanted advice on my Final Salary Pension scheme options

How has Ashley Townsend helped you?

He has examined the options available to me - opt out or stay with DB Scheme and clearly explained the implications of both.

Have you seen the outcome you were hoping for?

Yes - fully detailed and explained

What could they have done better?

Nothing - at all times Ashley has responded to question in a timely way and without question is open and impartial

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

I needed to review my financial situation and was seeking advice on investments and financial management.

How has Ashley Townsend helped you?

Ashley is really good at explaining things clearly - he obviously knows what he is doing - and this has reassured me that the actions I have taken are the right ones.

Have you seen the outcome you were hoping for?

I think True Potential have done a good job in very trying financial circumstances.

What could they have done better?

n/a

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

Early retirement, I had a number of pensions and savings which needed consolidation so that I could plan for the future .

How has Ashley Townsend helped you?

By consolidating the pensions and savings and advising of future incomes against projected spending. I am now happy that the planning will meet my future needs.

Have you seen the outcome you were hoping for?

Yes

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

Early retirement and change of personal circumstances

How has Ashley Townsend helped you?

Spoke to various companies on my behalf. Moved my pension and savings to one account. Gave me advice that I clearly understand

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 to invest my pensions following a divorce

How has Ashley Townsend helped you?

He has shown a very high level of patience and support as my case turned out to be quite complex.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Ashley has always been very polite, encouraging and available. I can't think of anything he could have improved on. He deserves the success he has found.

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

I was looking for financial advice as I had significant savings and a company pension that was not working well for me. I was uncertain about how to ensure I was getting the most for my money.

How has Ashley Townsend helped you?

Incredible knowledge and support; a personal, genuine advisor who I would highly recommend.

Have you seen the outcome you were hoping for?

I have seen an improvement on my investment, clearly these are unprecedented times, although I saw considerable uplift on my investment and I believe I will see this again. I know my investment is still in better hands under Ashley's guidance than where it was before.

What could they have done better?

I do not believe Ashley could have done anything better.

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

Long term disinterest by previous adviser. Need to improve income.

How has Ashley Townsend helped you?

In the process of reorganising my funds, he has improved my income and, hopefully, will improve the performance of my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m very satisfied with everything he’s done/is doing.

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

I needed some help and guidance.

How has Ashley Townsend helped you?

He has helped me with my mindset around money and planning greatly, has sorted my life insurance and a mortgage, and has provided a holistic approach to ensure I have a great foundation for my financial future.

Have you seen the outcome you were hoping for?

Yes across the board.

What could they have done better?

Nothing.

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

I wanted to consolidate my pensions and understand how I can maximise the savings potential.

How has Ashley Townsend helped you?

He has provided me with various avenues of savings to hit my goals. He also has provided a different perspective and a sounding board to bounce of my ideas.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the progress.

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

Consolidation

How has Ashley Townsend helped you?

Advise and annual review

Have you seen the outcome you were hoping for?

Yes

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

Needing a pension

How has Ashley Townsend helped you?

Making financial decisions for the future

Have you seen the outcome you were hoping for?

Yes

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

Inheritance

How has Ashley Townsend helped you?

By investing my money

Have you seen the outcome you were hoping for?

Yes and no. Mainly due to the fluctuation of interest.

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

Transferring and consolidating some corporate pension schemes

How has Ashley Townsend helped you?

Guided on the pension plans available, made me clearly aware of scheme charges, discussed past performance and advised that pension plans do fluctuate and that pensions are a long term investment.

Have you seen the outcome you were hoping for?

Not as yet with the market down turn after the mini budget, but pension has picked up in recent weeks.

What could they have done better?

I was happy with all the service - even after only experiencing a drop in value from the current market conditions.

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

retirement

How has Ashley Townsend helped you?

switched pension provider

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not sure yet

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

Retirement

How has Ashley Townsend helped you?

Yes

Have you seen the outcome you were hoping for?

Yes, hoped it would be better but under the circumstances it hasn’t grown

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

I took retirement & wanted my pensions to be controlled in one place.

How has Ashley Townsend helped you?

Ashley had given me confidence in my investments.

Have you seen the outcome you were hoping for?

Sort of, but there are several factors not helping investments at the moment.

What could they have done better?

I’m happy with the service Ashley provides.

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

I initially needed an adviser because I wanted professional support on my investing journey and to have a financial health check.

How has Ashley Townsend helped you?

He arranged for my costly pension to be moved to a cheaper provider

Have you seen the outcome you were hoping for?

Yes I have, as through receiving advice from Ashley and having several conversations with him I have diversified my investments and moved my pension cover to somewhere more appropriate.

What could they have done better?

Not much, generally happy with his conduct

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

Retirement

How has Ashley Townsend helped you?

Contacting Ashley is always available

Have you seen the outcome you were hoping for?

Not at the moment due to stocks and shares

What could they have done better?

NA

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

I was aware that I held most of my savings in cash that was not receiving much interest and so was essentially losing value. I was trying to invest in various unit trusts but was dabbling without any real knowledge and so the values were minimal to reduce my risk. I was also nearing the 10 years to retirement age and had no idea if my current provisions were adequate.

How has Ashley Townsend helped you?

Reviewed all of my current investments and pensions and provided a clear picture of how my future could look. He has explained options and current pensions well and (hopefully) invested my money wisely.

Have you seen the outcome you were hoping for?

It has been less than a year so cannot be clear if Ashley's advice has brought me increased investment value but I feel better informed and have consolidated some investments into an area that should be both more lucrative and more ethical - something important to me.

What could they have done better?

I think the only thing would have been a better explanation of the 'process' and timeline for our choices and transfers. Plus maybe a second point of contact while Ashley was away. As a first timer to a financial adviser I was initially a little nervous and felt that I was left without communication while my money was out of my hands. This was quickly resolved however, with questions and emails to Ashley who responded as soon as possible.

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

advice on pensions

How has Ashley Townsend helped you?

helped me nagivate a world i didn't have an understanding of

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?

see above

How has Ashley Townsend helped you?

see above

Have you seen the outcome you were hoping for?

work in progress

What could they have done better?

n/a

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

To plan for future.

How has Ashley Townsend helped you?

The main thing is to trust your advisor, and we have found this in Ashley. We have been with Ashley for a long while now and I have recommended Ashley to friends and family. The planning of our finances has been very helpful and we was able this year to help our daughters with their weddings due to Ashleys help planning! Thank You

Have you seen the outcome you were hoping for?

Yes we have, Ashley has done everything promised.

What could they have done better?

N/A

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

early retirement

How has Ashley Townsend helped you?

collated all my pensions into one package, and advised the best method for draw down.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

easier access to the web portal, for all devices. was not a smooth experience.

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

sold property and had money to invest

How has Ashley Townsend helped you?

advise and knowledge

Have you seen the outcome you were hoping for?

not yet due to covid

What could they have done better?

nothing at this moment

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

I had retired and wanted to consolidate my various pension pots into one managed arena.

How has Ashley Townsend helped you?

Ashley has responded to my needs and wants, has been thorough and efficient, engaging yet professional.

Have you seen the outcome you were hoping for?

I have been provided with high quality advice and support

What could they have done better?

They met (or exceeded) my expectations.

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

A windfall of funds, planning for retirement and needing advice on best how to use the money.

How has Ashley Townsend helped you?

He has provided great advice on what to do with my funds and pensions, and explained financial areas that have previously been something of a mystery to us.

Have you seen the outcome you were hoping for?

Not yet but for a long-term investment, I am confident that Ashley's advice is sound.

What could they have done better?

Ashley's service has been excellent. I cannot think of areas for improvement.

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

Sold our house and wanted to put extra money into savings

How has Ashley Townsend helped you?

Good advise and very knowledgeble

Have you seen the outcome you were hoping for?

Not yet as due to Covid

What could they have done better?

Cannot think of anything to improve what he had done

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

I wanted to move collateral into a superior managed fund.

How has Ashley Townsend helped you?

He set up the account and gave very good advice thereafter.

Have you seen the outcome you were hoping for?

That is at the moment difficult to answer given the current circumstances, however, before the war in Ukraine, things appeared to be moving in the right direction.

What could they have done better?

Nothing!

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

I was looking at moving my pension after Ines made redundant

How has Ashley Townsend helped you?

Had several meetings Ashley who directed and explained my various options

Have you seen the outcome you were hoping for?

My money has been reinvested

What could they have done better?

I’m happy with his input

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

I wanted to merge my pension pots and do a drawdown.

How has Ashley Townsend helped you?

Very well. Especially with managing my investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

They've done what they have promised thus far.

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

I was approaching pension age and needed advice on the best way to manage my pensions.

How has Ashley Townsend helped you?

He advised me on where to put my pension pot for maximum gain.

Have you seen the outcome you were hoping for?

I’m now into my second year of my retirement and with Ashley’s advice I am getting on seamlessly.

What could they have done better?

I can’t think of any area where he could have improved on ,he covered everything meticulously.

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

To find out what mortgage we could have to buy a bigger property

How has Ashley Townsend helped you?

He has been fantastic in explaining the products and finding a suitable one for ourselves

Have you seen the outcome you were hoping for?

Yes, we were able to move to give children more space

What could they have done better?

Nothing

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

Looking for investment advice following redundancy and for long term planning

How has Ashley Townsend helped you?

Financial assessment and planning , investment advice, pension transfer

Have you seen the outcome you were hoping for?

Not yet due to market volatility however Ashley has kept me apprised of the situation

What could they have done better?

Can’t think of anything right now

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

To have the benefit of a qualified person

How has Ashley Townsend helped you?

He has helped with any required procedures

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been very happy working with Ashley

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

Received a large inheritance and didn't want to go down the traditional method of buying property.

How has Ashley Townsend helped you?

Helped me with financial planning and setting myself up for retirement.

Have you seen the outcome you were hoping for?

Mixed at the moment, however I invested just before Russia invaded Ukraine so it is to be expected, my investments are long term.

What could they have done better?

None.

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

Considering consolidation of multiple pensions

How has Ashley Townsend helped you?

He has been a great listener, gathered appropriate financial information from multiple sources. Very mindful and supportive of our change in circumstance.

Have you seen the outcome you were hoping for?

Only part way through identifying any solution

What could they have done better?

Nothing at this stage

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

Retirement

How has Ashley Townsend helped you?

Looked at alternatives

Have you seen the outcome you were hoping for?

Not concluded yet

What could they have done better?

Would have liked to know that only one valuation from the current pension company was available per year and subsequent would cost

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

A need to get pension set up for retirement and to retire

How has Ashley Townsend helped you?

He placed my funds with a firm that does try to look after there clients money

Have you seen the outcome you were hoping for?

Sort of. Did not anticipate world wide financial turmoil just as I was having to retire

What could they have done better?

Not a lot, they have to pick up the pieces left by unusual and questionable decisions made by politicians.

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

Retirement

How has Ashley Townsend helped you?

Extremely helpful and knowledgeable in all areas. The main advice he gave was concerning pensions but has also come up with some ideas for Inheritance Planning He has also helped other members of my family and I would have no hesitation in recommending him to others. He is very professional and always does what he says he will do.

Have you seen the outcome you were hoping for?

Yes, although all investment income is lower than expected to due worldwide factors that are outside normal consideration

What could they have done better?

Nothing

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

Follow the death of my mother her house, which I was living in with her, was transferred to the joint names of myself and my sister with a trust document allowing me to live in the house for the rest of my life if I so wish. Consequently my own house, which was rented out, could be sold and the money invested. I needed advised. Ashley was a Neighbour who I knew was a financial advisor. On talking to him I arranged a meeting to discuss my financial affairs. I was impressed with his advise and appointed him as my Finacial Advisor, and remained with him when he moved to his current firm.

How has Ashley Townsend helped you?

He has given me great advise and allowed me to continue with my retirement goals.

Have you seen the outcome you were hoping for?

Not completely, because of the current state of the financial market, which is no fault of Ashley.

What could they have done better?

Tongue-in-cheek answer. Found a way of beating the financial market's bear slump!

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

Common sense

How has Ashley Townsend helped you?

Taking care of my pension investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

?

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

I wanted to consolidate my pensions.

How has Ashley Townsend helped you?

He gave very clear and useful advice, was very honest and neutral. He didn’t push us but let us explain our thoughts and goals and then talked through other options we may not have considered.

Have you seen the outcome you were hoping for?

Due to financial fluctuation things have been a bit up and down, mainly down, but it’s early days and unusual times!

What could they have done better?

Cheaper would be good but it seems to be a fair rate in the financial sector.

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

Pension

How has Ashley Townsend helped you?

Advised me on taking an amount from my pension before retirement. Advised me on the best scheme to invest in

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Maybe give ongoing advice more regularly

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

Sadly my previous financial adviser had to retire due to ill health and he new Ashley and strongly recommended him to me. I followed his advice and contacted Ashley and I have been completely satisfied with the advice, help and care he has taken with my account.

How has Ashley Townsend helped you?

He keeps me advised regularly and helps me if I require information or action carried out urgenly.

Have you seen the outcome you were hoping for?

Most definitely!!

What could they have done better?

I do not believe that I 'could have done better' and I am completely satisfied.

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

Via a friend

How has Ashley Townsend helped you?

Been very informative

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing

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

I had a pension for a number of years and it felt it needed updated

How has Ashley Townsend helped you?

Ashley has helped me by strongly giving me the right advice and if i need to ask any questions hes there when i need him

Have you seen the outcome you were hoping for?

Yes now i can add money whenever i feel like it where before i wasn't able too

What could they have done better?

Nothing

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

To see how my pension would work

How has Ashley Townsend helped you?

Explaining how things would work on retirement

Have you seen the outcome you were hoping for?

Not at present due to things happening in the world

What could they have done better?

Nothing at present

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

To bring together all my various pensions.

How has Ashley Townsend helped you?

Ashley, brought together all the different pensions under one umbrella. Making it easier for me to see what was going on with the investments. The performance of the pensions.

Have you seen the outcome you were hoping for?

Yes, and better than I thought.

What could they have done better?

Nothing that I can think of at the moment.

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

An overall review of my pension plans and to discuss how best to invest then for maximum financial gain.

How has Ashley Townsend helped you?

He has be clear, transparent and explained the process fully in a way I could understand. He took the time to get to know me and my needs.

Have you seen the outcome you were hoping for?

Yes the pension investment has risen considerably over time and I have made financial gains already.

What could they have done better?

I really haven’t found anything that he could improve on.

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

to sort out my pension

How has Ashley Townsend helped you?

lots of advice on financial matters given me confidence to proceed and that i have made the right decision

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?

Not had an IFA review for a while and was considering pension consolidation

How has Ashley Townsend helped you?

Expert independent review

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

First consultation took longer than anticipated

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

My husband wanted to review his pension pots and I thought I should check the performance of mine too

How has Ashley Townsend helped you?

Found me a new pension that should perform better

Have you seen the outcome you were hoping for?

Hopefully in time, yes!

What could they have done better?

I found the initial spending review spreadsheet a little daunting but that’s no reflection on Ashley. Just the scope of the task!

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

Inheritance

How has Ashley Townsend helped you?

Answered my questions about investment in a quick and open way. I felt Ashley was being transparent with me about the risks and any costs.

Have you seen the outcome you were hoping for?

N/A too soon to say

What could they have done better?

N/A