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.