Pippa Vick

Please provide a brief comment about your experience with Pippa

Pippa was very knowledgeable and answered all of my queries.

Please provide a brief comment about your experience with Pippa

It was a helpful first discussion where I could share the information I have gathered and get an initial assessment on our financial position.

Please provide a brief comment about your experience with Pippa

I expected not a lot of information at the first meeting, however Ms Phipps told me a lot of insight and we share the same value of managing my personal finances and tax planning. All in all it was a good meeting and I look forward to seeing any suggestions raised on the next meeting.

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

I’ve always used a financial advisor

How has Pippa Vick helped you?

She explained everything very clearly to my daughter and I in a professional and personable manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, was made very clear to me

Please provide a brief comment about your experience with Pippa

Pippa was super helpful and really clear. She explained everything so well and set out exactly how she would be able to work with me and help with my goals.