Spencer Bennett

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

Some money to invest

How has Spencer Bennett helped you?

Spencer is an excellent adviser. He continually looks at the bigger picture and has very good communication skills to ensure that we understand our way forward. He definitely gives the view that he is ‘our advisor’ and gives the appropriate advice tailored to our circumstances.

Have you seen the outcome you were hoping for?

Financially? Probably Advice? Definitely Customer focus? Definitely

What could they have done better?

Not sure, he provides the appropriate communication at the correct level at the right time. He reassures us that he is there for us. Carry on Spencer - you’re doing a great job.

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

To manage already established financial affairs and investments and a fair degree of growth in capital

How has Spencer Bennett helped you?

Since my husbands demise 5 years ago he has ensured that I have a secure income and advised re appropriate taxmeasures

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am now established as a moderate to cautious investor which avoids the volatility of increased risks investments.

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

My wife and I have had a financial advisor for many years who eventually retired and we stayed with the practice he sold out to. This practioner sold out in 2022 to Argentis and we have been delighted to be working upon our affairs with Spencer since then.

How has Spencer Bennett helped you?

In a word 'considerably'. Our annual reviews have always been conducted with care and clarity and since the October 2024 Budget Statement and for us its significant increase in the taxation on our second death, we have been working very closely with Spencer in signnificantly rearranging our financial affairs which involve a number of actions being taken from gifting, pensions (to include fund and insurer changes), IHT products and finally life assurance.

Have you seen the outcome you were hoping for?

The above significant changes take time to put into place, but at the start of the journey we set a date for the IHT products to be put in place by July of this year and we are almost there which considereing the steps to take from agreeing the direction of travel, medical reports, putting trust in place and selecting insurer is impressive to say the least.

What could they have done better?

We believe nothing as we are happy and committed to the arrangements we are making

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

Initially for pension planning

How has Spencer Bennett helped you?

With financial planning over many years, including the financial affairs of my parents

Have you seen the outcome you were hoping for?

Yes. Spencer's advice has surpassed my expectations

What could they have done better?

Nothing

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

My previous advisor retired so l switched to Spencer

How has Spencer Bennett helped you?

Definitely. Very knowledgeable

Have you seen the outcome you were hoping for?

Not yet but then it’s long term so l wouldn’t expect immediate results

What could they have done better?

Nothing