Sarah Hogan

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

We are in a world of constant changes and financial ups and downs of which some are totally out of my league and understanding. I wanted some professional advice from someone who is an expert in the field of finance, savings and investments

How has Sarah Hogan helped you?

Trust... I trust Sarah with all my financial planning and decisions and can relax that I am in excellent hands. Yes the word is "trust"

Have you seen the outcome you were hoping for?

Yes. Under the current financial restraints and my financial goals we are all under I cannot wish for a better result

What could they have done better?

Cant think of anything

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

I was recommended to Sarah originally when looking for advice on managing my Mother’s investments after implementing Power of Attorney when she went into a nursing home.

How has Sarah Hogan helped you?

Sarah not only offered timely and helpful advice that made our money work harder, but she explained the various opportunities in plain English, with relevant advantages/drawbacks of different investments.

Have you seen the outcome you were hoping for?

Sarah’s advice saw investments grow during uncertain financial markets and gave us reassurance when required.

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

I transferred to Sarah at KBA financial as I was previously poorly managed on my Pension Fund and I’m so pleased that I did.

How has Sarah Hogan helped you?

Total support received from Sarah in an extremely trustworthy and highly professional manner with all financial guidance tailored to my own personal requirements - quite simply 10/10

Have you seen the outcome you were hoping for?

It’s an ongoing and fluent financial management that I continue to receive

What could they have done better?

In all honesty …… I’m struggling to answer the question so I guess that’s my answer !!!!!

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

We needed a plan for retirement, and advice on investments

How has Sarah Hogan helped you?

Immeasurably. We have a firm plan in place, regular reviews and are engaged in IHT planning

Have you seen the outcome you were hoping for?

Yes, we feel more reassured regarding our future financial security

What could they have done better?

Nothing really

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

My wife and I wanted to plan for an early retirement and review what plans we had.

How has Sarah Hogan helped you?

Yes Sarah has enabled us to retire early. My wife was made redundant earlier than we planned to retire and Sarah safe guarded our plans to ensure we could retire earlier than planned. We reviewed all our investments and pensions and organised them so they would provide the best financial return without exposing us to unnecessary financial risks.

Have you seen the outcome you were hoping for?

Yes, we both are now retired although I undertake some consultancy work. All our pensions and investments are performing well and we have a a lifestyle we thought would not be possible 5 years ago. We worked closely with Sarah to make the right decisions to enable a balanced portfolio of investment decisions to be made.

What could they have done better?

I can’t think of anything. Some decisions we made were a little scary and the markets have been quite volatile over the past 4 years but having Sarah and her team at the end of a phone to speak to has been invaluable. With Sarah’s advice we have made the right decisions.

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

A need for financial advice and safe places to save.

How has Sarah Hogan helped you?

Sarah is very personable and has expert knowledge. Her great forecasting system provides confidence we will have the money we need for a comfortable retirement. Her team are always helpful and provide prompt responses.

Have you seen the outcome you were hoping for?

Yes - a secure financial future.

What could they have done better?

Nothing comes to mind

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

I had surplus income and wanted to do something effective with it, but had no idea where to start

How has Sarah Hogan helped you?

Immeasurably. I had no plan, now I have a plan. And I'm retired at 47!

Have you seen the outcome you were hoping for?

Better than I could have imagined.

What could they have done better?

We had some difficulty releasing money from the Prudential - this wasn't Sarah's fault, and I doubt they could have nagged the Pru more.

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

Planning for my future

How has Sarah Hogan helped you?

I am now retired and financially stable due to the support of Sarah

Have you seen the outcome you were hoping for?

The outcome has far reached beyond my expectations

What could they have done better?

Nothing could have been done better as I’m still being advised, this is a lifetime journey.

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

I first met Sarah perhaps 20 years ago when she made a routine visit to discuss my existing pension savings via KBA. At the time I wasn't looking for a financial adviser but I was pleased she took an interest and I was happy to listen.

How has Sarah Hogan helped you?

As an "ordinary" investor my finances are simple. We simply needed to ensure we would have adequate funds to see us through retirement. How though has Sarah really helped us? We have become friends, she takes the time to understand people, their families, hopes and fears. Slowly I've learned to be a little more adventurous with investments and not to worry about our long term future. The tools available at KBA help one see clearly the "what if" answers. The highest compliment I can pay Sarah is to say she has become my trusted friend who gives financial support and advice. That's a long, long way from simply being a financial adviser. Her ethos runs throughout KBA.

Have you seen the outcome you were hoping for?

Yes, we have enjoyed eight good years in retirement to date

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?

Financial security. The requirement for my investments to be invested wisely.

How has Sarah Hogan helped you?

By advising on how and were to invest with a view to long term financial; security.

Have you seen the outcome you were hoping for?

Absolutely, couldn't recommend her services enough.

What could they have done better?

Nothing

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

Retirement planning. Pension consolidation.

How has Sarah Hogan helped you?

Sound advice on investment strategies. Clearly explained all the options available. Sarah has guided me through these difficult few years with great personal advice that makes me feel secure in my retirement. She clearly cares about her clients and fills you with confidence.

Have you seen the outcome you were hoping for?

Largely, although markets of last few years have seen us with lower growth than hoped for.

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

I had multiple pensions but no real idea of what best to do with them and had a desire to retire early

How has Sarah Hogan helped you?

Yes, very much so

Have you seen the outcome you were hoping for?

Yes, I am building towards it

What could they have done better?

Nothing really, if I ask for information it is always forthcoming

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

Previous advisor not responsive and not aware of business advice eg bonds

How has Sarah Hogan helped you?

Great advice as a business owner herself - what she can make and save you more than pays for her services

Have you seen the outcome you were hoping for?

Markets aside yes I am pleased I and the business are in safe hands in the long term

What could they have done better?

Just a little less actions for me if possible and maybe slightly less comms (Or maybe I need to take time to read the comms more)

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

I had a large amount of money invested in one of the high street investment portfolios that being Nationwide but felt that I needed a more professional, personal and individual approach to successfully achieve my goals.

How has Sarah Hogan helped you?

Understands my personal circumstances as an individual and not like the approach of a high street "general" portfolio where I was looked on as just one in a big crowd with no identity

Have you seen the outcome you were hoping for?

Yes. Unfortunatly the financial climate at the moment is restricting gains but the main consideration is that although gains are small im not loosing out by going into negatives

What could they have done better?

Unsure they could have done any better. Im pleased with the outcome Ive received

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

Receipt of inheritance monies

How has Sarah Hogan helped you?

She had given us a long term plan that will help us with our goals

Have you seen the outcome you were hoping for?

Yes

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

Retirement

How has Sarah Hogan helped you?

Explaining how the tax system works and how to get the best from one's savings

Have you seen the outcome you were hoping for?

yes

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

Moving house and the need for a mortgage and health insurance.

How has Sarah Hogan helped you?

Guided me through the whole process and found the best deals in these difficult financial times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Tbh I can’t really fault them on any of the services they have provided for me.

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

The realisation that my savings were not working for me.

How has Sarah Hogan helped you?

Professional, knowledgeable, realistic, open, honest and all the qualities I want from a financial advisor

Have you seen the outcome you were hoping for?

Realistic considering the current financial climate

What could they have done better?

Happy with everything

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

I had been with an individual long-standing financial adviser for many years. This adviser decided to semi-retire and transferred his clients to Sarah Hogan's company, KBA. Sarah has been our adviser since the merger.

How has Sarah Hogan helped you?

Sarah has structured activities to address aspects such as loan trusts and a whole life policy to help protect our children regarding inheritance tax and hopefully to ensure they receive a usable inheritance. In addition to this Sarah has restructured my pension investments to suit current conditions.

Have you seen the outcome you were hoping for?

Whereas our old adviser concentrated on the performance of investments, Sarah has also looked at our personal needs and developed actions in this area.

What could they have done better?

Sarah and her team have been very helpful and effective and I don't believe we could have received a better service elsewhere.

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

As a busness owner we need to make sure we are covered in all facets of the business and in terms of pensions and finacial advice Sarah has been asssiting with choosing the right investments and looking after my pension.

How has Sarah Hogan helped you?

Pointed me in the right direction in terms of maximising tax relief.

Have you seen the outcome you were hoping for?

Yes. The market has been up and down over the last 5 years but overall the return has been good.

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

Strategic retirement advice

How has Sarah Hogan helped you?

Allowed us to plan for the future. Given us confidence to make our dreams come true.

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?

My personal finances were getting complicated

How has Sarah Hogan helped you?

immeasurably

Have you seen the outcome you were hoping for?

very much so yes

What could they have done better?

nothing!

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

Approaching retirement / semi retirement seeking clarity on best way to fund it

How has Sarah Hogan helped you?

Clear advice. Presented options I wasn't aware of

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

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

To advise on a saving plan

How has Sarah Hogan helped you?

With her advise given and confidence she displays when various questions are raised

Have you seen the outcome you were hoping for?

Whilst the current financial market his up and down, I have overall achieved seen the outcome planned

What could they have done better?

At this stage very happy with the package KBA give

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

Started a new business

How has Sarah Hogan helped you?

Clear, sound and accurate investment advice

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

I was dissatisfied with my previous advisor

How has Sarah Hogan helped you?

Sarah and her team have help me with my pension planning, life Insurance, a buy to let mortgage and overall financial planning for the future. Her advice over the years has been absolutely top class.

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

In my opinion - nothing

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

The need for robust financial and inheritance planning.

How has Sarah Hogan helped you?

Regular, down-to-earth advice that has given us peace of mind for our retirement years.

Have you seen the outcome you were hoping for?

Yes

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

Making quite a bit of money and not knowing anything about how to manage it well!

How has Sarah Hogan helped you?

Immeasurably

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?

The financial adviser before KBA was nowhere near to the professional standards ofSarah and a change of advisor was therefore needed and thank goodness KBA approached me as no regrets on my behalf at all !

How has Sarah Hogan helped you?

100% +

Have you seen the outcome you were hoping for?

Completely both on the financial front but also on the personal front from Sarah and her qualified team

What could they have done better?

Not an issue any any of my requirements have and are being fully met !

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

Wasn't happy with current advisor

How has Sarah Hogan helped you?

Improved the returns i receive and made my money work harder.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Been cheaper :)

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

Initially it was purely mortgage advice, then pension advice and now overall financial planning. I had received poor financial advice from other advisors in the past resulting in the loss of all previous investments or so I thought, having spoken with Sarah she offered to investigate and I was able to recover a significant portion of my original investment. I was impressed by Sarah's honesty and openness as well as her obvious knowledge in the sector and have since been rewarded by the support of Sarah and KBA in building towards a much stronger financial future.

How has Sarah Hogan helped you?

Sarah has given me faith back in financial advisers and guided me towards a much better financial future than I had expected. I know i can reach out to her if needed and her and the team will always provide support when I need it. I have introduced the rest of my family to Sarah as a result of the work that KBA have carried out for me and recommended KBA to friends. If you're looking for someone who cares and offers good advice then look no further.

Have you seen the outcome you were hoping for?

Yes, my financial affairs are much stronger now and I have confidence in the advice that Sarah and the team at KBA provide

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

I have been a client for over 20 years

How has Sarah Hogan helped you?

Clear understandable advice to meet my needs

Have you seen the outcome you were hoping for?

Mixed

What could they have done better?

Wills and Trust service does not match the high standards of KBA

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

Death of my husband

How has Sarah Hogan helped you?

Sarah has helped me invest wisely to suit my circumstances

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

I needed to consolidate several work pensions and savings plans to get better returns. Sarah had helped a relative and was recommended.

How has Sarah Hogan helped you?

Satah's steady approach and advice during a pandemic and 2 financial crisis has been reassuring and sound. She explains things in as much depth as you need, is articulate and clear making decisions easier.

Have you seen the outcome you were hoping for?

Yes, Sarah has helped stabilise my portfolio and enabled me to take early retirement.

What could they have done better?

Nothing I'm very happy with the service Sarah provides. I'm not surprised she is so busy though.

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

Initially it was to get pension advise and guidance as I moved closer to retirement age.

How has Sarah Hogan helped you?

Given my situation with respect to my health, Sarah has offered very personal financial advice and guidance. Over the years I have known her she has supported my wife and I with an understanding and respectful approach and above all built the trust required to look after our financial future.

Have you seen the outcome you were hoping for?

Sarah has provided me with the guidance I needed on pensions and retirement but has also provided so much more with regards to financial advice.

What could they have done better?

Nothing really. If I have had any concerns Sarah has listened and responded quickly to resolve them, but these have always been minor administrative issues.

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

I believe it was for key man insurance.

How has Sarah Hogan helped you?

Been there through every aspect of help we have required through insurance, pensions, shares etc.

Have you seen the outcome you were hoping for?

All done and sorted through many a change too.

What could they have done better?

No complaints.

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

We needed to set up SIPPs and get general financial advice, improve our investments

How has Sarah Hogan helped you?

Very much so, she has a holistic approach, good communicator, looks at our financial health in the round.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure, very happy with her services.

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

Looking to my long term retirement plans

How has Sarah Hogan helped you?

She has helped with target projections..re mortgage help and pension consolidation

Have you seen the outcome you were hoping for?

Still on going

What could they have done better?

Nothing really, sarah knows my needs and is never pushy..updates me when relevant and organises review meetings for me to gauge where we are

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

Pension advice, retirement planning, investment.

How has Sarah Hogan helped you?

Retirement planning on all aspect. Wills an trust advice.

Have you seen the outcome you were hoping for?

Yes absolutely. Fantastic advice.

What could they have done better?

Nothing

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

I retired and needed help with my pensiond

How has Sarah Hogan helped you?

Sarah helped combine my pensions into one scheme

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think Sarah could have done anything better the help and advice she gave was excellent

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

Retirement planning

How has Sarah Hogan helped you?

Analysis and direction with our financial profile to inform and optimise our retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to date - very happy

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

I was looking for one person I could trust to help me with my finances as I approached retirement.

How has Sarah Hogan helped you?

Organising my finances and feeling confident that I have someone I can rely on.

Have you seen the outcome you were hoping for?

Yes, I am seeing a good plan come together which can be flexible if needed.

What could they have done better?

Nothing

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

Advice on financial planning personally and for our company

How has Sarah Hogan helped you?

She has offered advice on products we were not even aware of and also focused our attention on the areas of our business that needed attention.

Have you seen the outcome you were hoping for?

Yes, for a variety of scenarios

What could they have done better?

Nothing

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

Approaching retirement

How has Sarah Hogan helped you?

Sarah was able to support me in planning for my retirement, managing my retirement income and considerations for other financial matters.

Have you seen the outcome you were hoping for?

yes I have

What could they have done better?

Everything was excellent

Please provide a brief comment about your experience with Sarah

There were a number of personal and business requirements I wanted to discuss with a Financial Adviser. I've known Sarah for a number of years as a client of mine and it's been a valuable experience to be a client of hers. The Team at KBA have been responsive and great to see a team work together to support clients.

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

We moved back from Spain, and needed profesional advice on what to do and where to put our money.

How has Sarah Hogan helped you?

Sarah, gave us profesional advice with tricky situations moving back from Spain. Sarah is still looking out for us

Have you seen the outcome you were hoping for?

We have seen our investments grow and her advice has been very helpful and friendly

What could they have done better?

Nothing comes to mind, very happy so far.

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

After years of saving I realised my savings were doing very little other than sitting dormant. Time to become a financial ' grown up'

How has Sarah Hogan helped you?

Truly listened, understood and suggested options that fitted with my requirements. Top notch in every way - couldn't have asked for a better service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No change required - thank you.

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

The world of finance is getting more complicated I needed an expert in this situation

How has Sarah Hogan helped you?

Understood straightaway my needs with no messing around

Have you seen the outcome you were hoping for?

Yes very much so financially

What could they have done better?

Not much all areas were covered well

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

Considering retirement

How has Sarah Hogan helped you?

Helped us to fully understand our finances and what we need to put in place

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Very impressed by Sarah’s knowledge and support

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

Financial planning for future retirement

How has Sarah Hogan helped you?

Excellent service

Have you seen the outcome you were hoping for?

Yes

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

I sought financial advice prior to taking retirement.

How has Sarah Hogan helped you?

Sarah fully explained several pension options in addition to inheritance planning for my family.

Have you seen the outcome you were hoping for?

Yes, the reality is exactly as explained several years ago.

What could they have done better?

Her advice and explanations were perfectly correct, so I cannot see what could have been improved.

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

To Review our pensions initially

How has Sarah Hogan helped you?

She was very helpful and took the time to fully understand our position and offered advice in line with such

Have you seen the outcome you were hoping for?

yes

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

KBA have been the family advisers for several years

How has Sarah Hogan helped you?

Yet another great annual financial review / Health Check - Lots of great tips and guidance

Have you seen the outcome you were hoping for?

The outcome is peace of mind.

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

I needed advice on saving for my future and that of my family

How has Sarah Hogan helped you?

Sarah has advised me on all my investments, pensions, mortgages

Have you seen the outcome you were hoping for?

In difficult economic times I am seeing a good return on my investments, I am happy with my mortgage deal and know that my financial planning is in safe hands

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

General financial planning

How has Sarah Hogan helped you?

Sarah considered my circumstances and provided thoughtful and sensible options

Have you seen the outcome you were hoping for?

yes - it is a long term process

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

Timing and a concern that i didn't have my finances in order for the long term.

How has Sarah Hogan helped you?

Sarah has explained, advised and guided me to understand and make better financial decisions for my long term financial future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

in my case potentially do a 6 monthly review with a web based portal login to financial planning file.

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

I have had a financial advisor for over 30years. I started working with Sarah over 10 years ago

How has Sarah Hogan helped you?

Sarah has provided advice on mortgages, insurances, pensions and inheritance planning.

Have you seen the outcome you were hoping for?

Absolutely. Sarah has a wealth of knowledge and experience and has providing information and advice which has given me confidence in the decisions made.

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

We were recommended to Sarah when we needed advice on dealing with my mother’s investments.

How has Sarah Hogan helped you?

Sarah’s friendly approach and ability to explain complex issues in layman’s terms makes working with her a pleasure. As well as my Mother’s affairs she now looks after our investments and pensions.

Have you seen the outcome you were hoping for?

Absolutely. Her advice has helped to grow our investments and her proactivity during Covid has been very reassuring when markets were uncertain.

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

Mortgage advice

How has Sarah Hogan helped you?

Sent me options

Have you seen the outcome you were hoping for?

Not as yet but mainly due to circumstances nothing else

What could they have done better?

Everything they have done has been informative with no pressure

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

My share capital suddenly became worth something, and we were both earning well and not spending anything.

How has Sarah Hogan helped you?

Sarah helped in every way we imagined and then some! She understood our needs and long-term aspirations and helped us implement a solution tailor-made for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I seriously can't think of anything!

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

became less satisfied with previous financial adviser, also changing circumstances re retirement and aging parent

How has Sarah Hogan helped you?

advice and help with setting up new investments, plus general review of finances

Have you seen the outcome you were hoping for?

Yes, very good rates on growth in investments and a good range of choice re investment risk

What could they have done better?

Very satisfied, though still looking ecologically sound investment with good returns

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

Illness unfortunately forced my early retirement, as result I needed to release my company pension early but still maintain funds for my family in the future. A great worry to me, which on top of my illness, was something I didn't need at that time.

How has Sarah Hogan helped you?

Her calming, professional and simple advice took away all my immediate money worries and left me feeling secure about the future within minutes of our first meeting. Sarah, and her team, took me through all the options open to me, pros and cons of each, until i could make an informed decision on my future. Once made, Sarah and her team dealt with all the required paperwork to achieve exactly the pension plan we had agreed.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

I am struggling to think of any area that could have been improved, even using hindsight as an advantage.

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

Long standing arrangement.

How has Sarah Hogan helped you?

Regular reviews . Great help with inheritance planning.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

Cannot think of anything.

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

I needed someone with more expertise

How has Sarah Hogan helped you?

She explained so well our financial status and how we should plan for retirement.

Have you seen the outcome you were hoping for?

It’s on going but so far so very good

What could they have done better?

Nothing better very satisfied

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

Coming to a pensionable age

How has Sarah Hogan helped you?

Sarah has been a 'God send' and a real help for me with her excellent professional advice/guidance ensuring that my pension fund has been maximised

Have you seen the outcome you were hoping for?

Annual year on year good fund growth continues to be delivered, and the ongoing regular financial email updates are very useful.

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

When I first contacted Sarah I was approaching retirement and needed financial planning in place

How has Sarah Hogan helped you?

Sarah got to know me and my dreams for retirement. She has helped me build a pension and investment platform to maximise my investment income and help set me up to fulfil my longer term goals

Have you seen the outcome you were hoping for?

I am delighted with the service Sarah and her team have afforded me - I can get in with enjoying my retirement with all my financial affairs sorted!

What could they have done better?

I cannot think of any way I could have had my experience improved! Praise indeed!

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

Sipp advice

How has Sarah Hogan helped you?

She explained the options and gave advice to suit my personal circumstances.

Have you seen the outcome you were hoping for?

Yes the performance is excellent

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

Needed advice in relation to retirement planning

How has Sarah Hogan helped you?

Sarah has a unique way of getting you to focus on your long term goals and what I’d important to you . She takes the time to explain what things mean and provides all the information which enables you to make an informed decision and in being comfortable with your decisions .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To date nothing . Sarah and her colleagues always get back to you in a timely manner .

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

I initially turned to Sarah for help on my pension planning, having been let down by a prior advisor. She subsequently helped me when setting up my own business with Insurance / protection needs and the with a buy to let mortage.

How has Sarah Hogan helped you?

I have known Sarah for over 10 years and in all this time I have successfully used her services and referred many of my business clients and friends. She is without doubt a specialist in her field, with a terrific personality.

Have you seen the outcome you were hoping for?

Yes, without any doubt she and her team have delivered.

What could they have done better?

I have nothing to add other than a big thank you for all the help & support.

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

I was in need of advice as to how best to plan and save for retirement

How has Sarah Hogan helped you?

Sarah has provided me with friendly help and advice for 15 years or more. In that time she has always been helpful making positive recommendations for my long-term planning and we have been successful in making the right moves at the right time - even when I've been a little slow to make decisions. There has never been any pressure other than a gentle nudge to make decisions. I regard Sarah as a friend to whom I can turn for sensible, cautious (my view on investment) advice. She has always taken time to understand our family position and offer options appropriate to our situation.

Have you seen the outcome you were hoping for?

Yes! Our family has some simple but specific needs and these have been dealt with achieving a positive outcome.

What could they have done better?

There have been a very few occasions when more detail has been needed to help my understanding of why we needed to move in a certain direction. These have been few and far between and have always been clearly explained.

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

My company listed on AIM

How has Sarah Hogan helped you?

Technical expertise, understanding my family's aspirations, chasing me to complete the goals I agreed to!

Have you seen the outcome you were hoping for?

Yes

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

I was looking to retire and wanted to get sound advice on how to provide safe and flexible access to my pension funds.

How has Sarah Hogan helped you?

Sarah and the team helped me navigate the complex world of pensions safely. With their plain speaking assistance and sound advice I was able to retire with confidence. Her team are also keeping my wife and I, and all their customers well informed in these troubled times.

Have you seen the outcome you were hoping for?

Yes. I am now very happily retired.

What could they have done better?

Hard to say. When any misunderstandings developed Sarah was always quick to address and resolve them.