Kay Mechial

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

Stopping work and turning to pension for income

How has Kay Mechial helped you?

Advised on how to invest, to suit my needs

Have you seen the outcome you were hoping for?

Yes - good growth in funds

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

I was looking for advise regarding a pension that had been left to me by my late father

How has Kay Mechial helped you?

He gave me sound advise, talked me through my possible options and guided me through the whole process.

Have you seen the outcome you were hoping for?

No I am waiting for the new pension provider to finalise everything.

What could they have done better?

Nothing

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

Required help in consolidating my investments in one place and and understanding the possible affect of inheritance tax.

How has Kay Mechial helped you?

By personally vising to discuss his involvement in the way forward.

Have you seen the outcome you were hoping for?

Yes, very leased with the outcome.

What could they have done better?

At this moment in time nothing.

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

Getting divorced - pension sharing

How has Kay Mechial helped you?

He gave me so much valuable advice and support. He provided the information necessary for me to confidently move forward with my financial situation.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Kay Mechial helped you since your last review?

Kept me up to date with what's is happening with my investment and on what we should do next