Michelle Groves

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

Mandatory

How has Michelle Groves helped you?

Explaining options

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?

Sought independent advice

How has Michelle Groves helped you?

Managed my SIPP for me with Scottish Widows and helped me to plan my route to retirement

Have you seen the outcome you were hoping for?

So far - yes

What could they have done better?

Nothing I can think of

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

Someone to assist me in managing my pension plans

How has Michelle Groves helped you?

Michelle has been professional, informative and extremely helpful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with the service level I recieved

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

Although I have some knowledge from a career in pensions and employee benefits, I value specialist advice in a complex area.

How has Michelle Groves helped you?

Planning retirement income and reviewing investments held. Some discussion around gifting to children.

Have you seen the outcome you were hoping for?

Yes, save for current global political issues beyond anyone’s gift. Solid and sensible approach.

What could they have done better?

Nothing springs to mind given current needs.

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

I moved to a smaller house and wanted advice on investing the profit I made on selling my previous property.

How has Michelle Groves helped you?

She regularly reviews my finances and explains options to me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!