Tim Webb

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

I needed to focus on planning for retirement and consolidate previous Company pensions, and SIPP, into one pot.

How has Tim Webb helped you?

Tim provided excellent advice and produced financial modelling.

Have you seen the outcome you were hoping for?

Yes,and ongoing management of ISA and SIPP

What could they have done better?

I’m satisfied with the service provided

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

I had some savings that I needed to work for me in the years running up to retirement.

How has Tim Webb helped you?

He has recommended a stable investment option, while maximising tax allowances.

Have you seen the outcome you were hoping for?

I believe so. It's only a few months since I invested the money.

What could they have done better?

I always find this question difficult. I don't have the experience to know what my adviser could have done better. If I did, I probably wouldn't need the advice,

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

I needed a more personal service than I was receiving with my previous advisor.

How has Tim Webb helped you?

Financial planning to restructure my pensions and investments and reduce ongoing costs.

Have you seen the outcome you were hoping for?

Initial steps are currently being completed.

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

Current pension plans were under performing

How has Tim Webb helped you?

Much better performance.

Have you seen the outcome you were hoping for?

Too early to say yet.

What could they have done better?

Nothing.

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

Wanting to change pension provider

How has Tim Webb helped you?

Facilitated a change of provider

Have you seen the outcome you were hoping for?

Hope so!