Amy Burge

Please provide a brief comment about your experience with Amy

Initial conversation with Amy was very productive, she was engaging and knowledgeable.

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

Long term financial planning after retirement

How has Amy Burge helped you?

Amy is new to me and her support has been up to the standard I have expected

Have you seen the outcome you were hoping for?

For my level of perceived risk the outcome has been good.

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

I have worked with Ellis Bates for several years and when Mike Gent retired I moved across to Amy. I am very happy with the service I receive.

How has Amy Burge helped you?

Amy has guided me with regards to future inheritance planning and and given advice on maintaining existing investments and pension

Have you seen the outcome you were hoping for?

Yes generally. There was a sharp dip post COVID, but things seem to be on an upward trajectory now, which is pleasing and reassuring.

What could they have done better?

Nothing that I can think of. All seems fine.

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

Retirement 10 years ago.

How has Amy Burge helped you?

Amy has a lovely friendly approach and is always a delight to deal with. I have found that she always takes full account of our needs before putting forward the best advice to suit. I feel confident that we are getting the best financial advice. We meet on an annual basis to review but if I raise any additional questions Amy is quick to reply and thorough in her responses. She's great!

Have you seen the outcome you were hoping for?

Yes. We have every confidence in the way out account is managed by Ellis Bates and by Amy as our advisor.

What could they have done better?

Nothing at all!

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

The need for pension advice

How has Amy Burge helped you?

Pension and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing