Henry Philpott

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

Pension planning and investment opportunities

How has Henry Philpott helped you?

Carefully selecting the best options for the above

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?

Investments & pensions

How has Henry Philpott helped you?

Excellent advice & follow up

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything I could of expected

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

We had previously been with St James Place for years and was unhappy with both the performance and their charges. We looked for a new advisor.

How has Henry Philpott helped you?

Henry has looked after the transfer of ISA’s, pensions including a SIP with a building, and the continuation and management of the investments. We have also addressed future financial planning.

Have you seen the outcome you were hoping for?

We are very happy with the investments and management of our portfolios with Henry. We are always kept up to date and cover all areas in our review meetings, with sound and honest advice.

What could they have done better?

I cannot think of any area that hasn’t been handled in the way we wished or expected.

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

I had various pensions scattered and some inheritance that I wanted to make work for me.

How has Henry Philpott helped you?

I can now see all my pensions and investments in one place, I know they’re all working the best they can for me and to suit my current situation.

Have you seen the outcome you were hoping for?

Yes I’m starting to see results although it’s a long term game. I have recommended them to friends who now also use them successfully and happily.

What could they have done better?

Nothing, I am extremely satisfied that my money is working the hardest it can for me.

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

Recent redundancy and the need to fully review all my pensions and investments

How has Henry Philpott helped you?

Consolidate a couple of pensions and gave me an excellent overview of both my current and future financial position via financial modelling

Have you seen the outcome you were hoping for?

Yes I’m very happy with the time taken and review process

What could they have done better?

No issues and never felt rushed