Russell Wiles

Please provide a brief comment about your experience with Russell

Russell could not assist me on this occasion but was very insightful at our introductory meeting and gave me an excellent analysis of my current situation .

Please provide a brief comment about your experience with Russell

Haven't proceeded with him, due to already having met another True Potential Wealth Management Partner.

Please provide a brief comment about your experience with Russell

Prompt response and tailored his advice to my level of understanding

Please provide a brief comment about your experience with Russell

Good impartial feedback was provided by the adviser

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

I’m in my mid 40s and was looking for help in what I needed to do to best save for retirement.

How has Russell Wiles helped you?

He looked at what I could realistically afford, as well as what I wanted to achieve, and advised that I save regularly into a pension.

Have you seen the outcome you were hoping for?

It is early days, as I only took the advice in March this year, but so far so good.

What could they have done better?

Not sure there is anything else he could have done... felt he explained in a way I could understand, not just what I needed to try and do, but also why.

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

Additional income in retirement required through equity release

How has Russell Wiles helped you?

Russell gave excellent impartial advice on which scheme was most applicable for me. This was to take out a Whole Life Mortgage when required n a few years time. He confirmed my understanding of how these worked and also alerted me to possible near term investment options available should I wish to discuss them.

Have you seen the outcome you were hoping for?

Yes to confirm my understanding of equity release schemes.

What could they have done better?

Nothing at this stage

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

Pensionable age and enquiry to see if taking some or all of it was sensible

How has Russell Wiles helped you?

Good advice in regards to my options with no pushy decision making

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?

Both of us approaching retirement.

How has Russell Wiles helped you?

Taking care of our pensions making sure they were in the correct place.

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?

We needed to our pensions easier to manage.

How has Russell Wiles helped you?

Was able to sort our pensions.

Have you seen the outcome you were hoping for?

Yes.

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

Needed to know where best to invest.

How has Russell Wiles helped you?

Russell has always been there if I needed help he is very professional but a good friend. I trust him to always do the best with my investments.

Have you seen the outcome you were hoping for?

Rhoda Crisp. Yes very much so.

What could they have done better?

Absolutely nothing, in my eyes he does everything perfect!

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

I had inherited a large sum of money and needed help to find the best way to invest it for our future.

How has Russell Wiles helped you?

His advice was spot on and as a result we have gained even more money through tax relief.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

He was fair, knowledgeable and understanding to our needs so really he could not of done anything better.

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

Pensions and insurances all over the placr.

How has Russell Wiles helped you?

Russell provided us with a great one to one service and pointed the way without being pushy as to where we could go. We have always felt his advice is genuine and whats best for the client.

Have you seen the outcome you were hoping for?

Most definatly the different funds have performed in the way Russell predicted in the majority.

What could they have done better?

Personally i feel he provides a great service on the end of a phone if needed. Answers emails very quickly and sits down on regular basis for an update.

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

I needed advice after the death of my husband.

How has Russell Wiles helped you?

He has been marvellous and helped me in deciding to sell my family house and to fund my new accommodation and then to invest the money that was left over.

Have you seen the outcome you were hoping for?

Yes I have and better than I thought.

What could they have done better?

There is nothing that could have been done better.

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

Approaching retirement age my husband had a private pensions and we needed advice as to best manage the retirement pot of money to get the best from it.

How has Russell Wiles helped you?

Russell provided us with the options available to us and explained with clarity and easy to understand terminology in this minefield of an area.

Have you seen the outcome you were hoping for?

Yes we did and we would never have chosen the path we did without the advice Russell gave to us.

What could they have done better?

Nothing as far as we are concerned.

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

My late husband used Russell for his pension advice.

How has Russell Wiles helped you?

Russell has advised and supported me with financial arrangements since the death of my husband. His help and clear explanations have been very appreciated.

Have you seen the outcome you were hoping for?

Yes. I am happy with my current arrangements.i an.

What could they have done better?

I am unsure what would have improved the service.

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

We were seeking advice as to the best way forward to improve our financial situation.

How has Russell Wiles helped you?

Russell provided realistic options regarding saving and managing our finances and referred us to a specialist independent mortgage advisor to explore our options. He has subsequently provided us with support and advice regarding how we save and plan for the future.

Have you seen the outcome you were hoping for?

Yes, we are in a much improved position and are looking to make the most of our disposable income.

What could they have done better?

Nothing - he has been brilliant throughout, communicating effectively to understand our requirements and checking progress at every stage.

Please provide a brief comment about your experience with Russell

Time waster....

Please provide a brief comment about your experience with Russell

Clear about the purpose of the initial meeting. Helpful explanation of his role and fees arrangements.

Please provide a brief comment about your experience with Russell

Initial reply very prompt, received an email within a couple of hours asking when was convent to chat and make an appointment.

Please provide a brief comment about your experience with Russell

Very pleasant and professional. Answered all my questions fully.

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

Looking to take an income from an investment portfolio. have known Russell for many years, he was my parents FA at Lloyd's Bank.

How has Russell Wiles helped you?

We discussed the option of taking the ISA's out of the portfolio & investing elsewhere getting a better return to be taken as an income.

Have you seen the outcome you were hoping for?

Awaiting a similar discussion with an advisor from the group that currently looks after my portfolio before making a choice.

What could they have done better?

Russell answered my questions so did as asked. Also suggested other long term options to reduce potential CGT.

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

Consolidation of assorted investments and preparation for retirement.

How has Russell Wiles helped you?

He was able to make sense of my many years of haphazard investments and devise a modified investment strategy that was much simpler and still met my investment aims.

Have you seen the outcome you were hoping for?

I think so, I now have a plan that will let me retire at 60 instead of 65 and still maintain my existing lifestyle.

What could they have done better?

I can't really think of anything. He was willing to work with my rather sporadic approach to saving and suggested a number of alternatives that hadn't occurred to me.

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

A need to plan our pensions and focus our goals.

How has Russell Wiles helped you?

Russell listened to what ours aims were and tailored a package of measures to suit our goals within our financial limits.

Have you seen the outcome you were hoping for?

Russell has finalised our initial plans and put them into action. We hope start seeing the benefits in forthcoming reviews.

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

Mum was not getting a good return on her money so needed advice on getting a better invesment.

How has Russell Wiles helped you?

Russell spoke to me and mum and moved her money so that she would get a better return on it.

Have you seen the outcome you were hoping for?

Yes the out come has looked better so far.

What could they have done better?

I feel that Russell has been very good and cannot think of any thing at the present time.

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

I had been using a Private Banking service which had ceased to help me the way I needed.

How has Russell Wiles helped you?

I have known Russell for a long time, and find him very friendly and approachable. He is very giving of his time in helping me to tidy up my affairs and keeps things in good order.

Have you seen the outcome you were hoping for?

I am retired, and have been widowed for over 15 years. Russell helped us when my husband was still alive, and except when he had to work in a different area for e period of time, has been my source of trusted advice resulting in better returns for my money and less tax paid in the meantime.

What could they have done better?

I can't think of anything.

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

I KNEW RUSSELL WHEN HE WORKED FOR LLOYDS BANKING GROUP AND DECIDED TO COME TO HIM WHEN HE BECAME INDEP.</span>ENT AS I NEEDED A MORE PERSONAL SERVICE.

How has Russell Wiles helped you?

HE CAME TO SEE ME AND WE HAVE HAD A NUMBER OF PERSONAL MEETINGS AT MY HOME AND HE HAS HELPED ME WITH MY PENSION.

Have you seen the outcome you were hoping for?

MY INVESTMENTS HAVE DONE BETTER THAN EXPECTED THANKS TO RUSSEL'S HELP AND ASSISTANCE.

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

The unfortunate loss of my husband last year meant having someone I trusted to give me advice as and when I might need it became more important. Previously we relied on the service provided by our bank, but that has changed and is now not based locally. I needed someone to take responsibility for my investments.

How has Russell Wiles helped you?

He has enabled a variety of different accounts and investments to be brought together in a more manageable form, minimising the tax payable, tieing up a number of loose ends and doing so in an easily understandable way.

Have you seen the outcome you were hoping for?

I am retired with a comfortable income. I am very happy with what Russell has done for me.

What could they have done better?

Nothing that I can think of.

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

Advice on my pension plan

How has Russell Wiles helped you?

Russell helped me understand the technical jargon of the paperwork involved and explained all my options and what that would entail.

Have you seen the outcome you were hoping for?

As to date I am still waiting for the outcome of my decisions.

What could they have done better?

Russell did a very good job of describing the reality of any decision I took. He explained things in an easy to understand way, and listened to what I had to say (a very important thing as some people talk down to you). Russell is a good listener and offers very sound advice. I cannot think of anything he could have said or done to improve things.

How has Russell Wiles helped you?

I have employed the services of Russell Wiles for advice on savings and pensions. I have found his knowledge of financial matters to be first class. His advice is given without bias or prejudice. His recommendations are presented clearly and in a professional manner. I have every confidence that, when acting on my behalf, Russell always has my best interests at heart. Russell is always courteous, and easy to deal with. He presents himself well, and comes across as thoroughly diligent and professional. I can certainly commend Russell’s services to a third party.

What could they have done better?

Nothing that I can think of.

How has Russell Wiles helped you?

Russell has always conducted our discussions in a most friendly, professional and courteous manner. He has always explained every point in a way we fully understood. Before we met Russell our finances were in a chaotic state. We had money sitting in various accounts doing little and earning even less. With Russell's help our financial rewards have increased dramatically and perhaps the biggest advantage is that he has taken away the worry of what to do. We had neither the time, the inclination or the expertise to rectify this situation ourselves and after dealing with him we would have no hesitation in recommending his services to anyone.

What could they have done better?

The only thing he could have done better was to have met us 10 years ago.

How has Russell Wiles helped you?

Very professional, punctual and amicable.

What could they have done better?

Nothing really as his knowledge of the product we required was excellent.

How has Russell Wiles helped you?

I have known Russell for a number of years. He has always given me very good service & very good advise. He is always prompt for appointments. I would recommend him and will continue to use him

How has Russell Wiles helped you?

He was very good at explaining how the equity works and what it entails. Giving me good advice and listening to and being there whenever I had any queries. Communication was excellent. Keeping me informed regularly with what was happening. Definitely would recommend Russell and would use him again if needed.

What could they have done better?

Keep doing the good job he does.

Please provide a brief comment about your experience with Russell

A pleasant man who explained things simply. Answered all our questions with straight forward answers. Very helpful.

How has Russell Wiles helped you?

He presents as a person of diligence, integrity and professionalism with the clients' interests upmost. He is approachable and is unstinting of his time

What could they have done better?

Change the photograph, it doesn't do him justice!

How has Russell Wiles helped you?

Russell has excellent people skills. He was my adviser just after my husband died and I had to deal with a large - by my standards - sum of insurance money. Russell was very kind, tolerant and empathetic, which I needed as I felt bereaved, vulnerable and out of my comfort zone with money. I wanted low-risk options, which is what he found for me. I always found our regular meetings reassuring and missed them when I transferred funds. I did the latter because I had a new partner and it was easier to have our finances under one umbrella. He inspired confidence and came across as a good person.

What could they have done better?

I don't think anything really

How has Russell Wiles helped you?

Is able to assimilate the information provided and provide coherent advice / plans, avoiding complications.

What could they have done better?

At this present moment in time nothing.