Richard Girvan

Please provide a brief comment about your experience with Richard

Richard was incredibly helpful & thoughtful in his approach. If you are looking for financial guidance, I would highly recommend Richard as an adviser.

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

Pension advice prior to retirement

How has Richard Girvan helped you?

Richard explains in layman’s terms everything I need to know to make sensible decisions in relation to my pension and future needs

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?

As executor of a will, I wanted to discuss the options on existing investments and their appropriateness going forward for the surviving spouse. Also more general advice on personal pension planning.

How has Richard Girvan helped you?

Richard is very good at explaining options and on helping provide a more holistic perspective. He asks questions that made me think differently about the investment goals and therefore the most appropriate investment type.

Have you seen the outcome you were hoping for?

Yes, I am clearer on the best options.

What could they have done better?

I can’t think of anything specific.

Please provide a brief comment about your experience with Richard

Richard took the time to listen and understand what information I needed, and provided very clear information that was relevant to my situation, and easy to understand. It was a very useful session and I would recommend Richard.

Please provide a brief comment about your experience with Richard

I met with Richard via a Microsoft Teams call. He was very friendly, and broke things down for me so that I completely understood the best moves for me given my individual context. I will be taking his advice on word for word, and couldn't recommend him highly enough.