Callum Tindall

Please provide a brief comment about your experience with Callum

Callum has always been friendly knowledgable and professional in dealing with our financial affairs and makes us feel like valued clients. In particular he goes out of his way to make sure he covers every question or point of concern.

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

To ask advice re Annuity Offer

How has Callum Tindall helped you?

He agreed with my thoughts whilst advising me off downside.

Have you seen the outcome you were hoping for?

Yes

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

I had Inheritance money to invest and I required advice on a a small Pension pot

How has Callum Tindall helped you?

By advising me the the best outcome for my Pension, which I no longer pay into

Have you seen the outcome you were hoping for?

It is too early to know if I made the correct decision to transfer my pension fund

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

Bereavement

How has Callum Tindall helped you?

Showed me alternative ways of investing my savings

Have you seen the outcome you were hoping for?

Too soon to answer

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

Pension flexibility and IHT exposure.

How has Callum Tindall helped you?

Given various options regarding potentially reducing exposure to IHT. Additionally laid out simplified option for a pension transfer.

Have you seen the outcome you were hoping for?

Well explained options - although too early to comment on the outcome

What could they have done better?

Very little at this point in time.

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

Retirement

How has Callum Tindall helped you?

Callum has provided clear & helpful guidance in managing our pensions as we have just retired

Have you seen the outcome you were hoping for?

Better than expected, as we had not considered options other than annuities which turn out to be more suitable

What could they have done better?

Nothing

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

Retirement

How has Callum Tindall helped you?

Callum was very quick to grasp our financial situation and personal circumstances. He was taking over from our previous advisor and made the transition feel very smooth and reassuring.

Have you seen the outcome you were hoping for?

Yes Callum provided us with a written account of everything we discussed and our plans for managing our income and expenditure going forward.

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

I needed financial assistance with my savings

How has Callum Tindall helped you?

He has explained thoroughly all questions I have asked & also advised me about my options as to what to invest in with my savings

Have you seen the outcome you were hoping for?

It’s still going through

What could they have done better?

N/A