Kerry Chaloner

Please provide a brief comment about your experience with Kerry

Complete and appropriate information provided - friendly and efficient service.

Please provide a brief comment about your experience with Kerry

Kerry was attentive to our requirements and we discussed various options to protect our inheritance for our son. The information and advice was clear and comprehensive. The atmosphere was relaxed and professional. We were pleased to learn that we would be able to modify the proposed solution as circumstances changed. I was very happy with our meetings with Kerry and the solution she proposed.

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

Moving to Scotland for a new life

How has Kerry Chaloner helped you?

Very much so

Have you seen the outcome you were hoping for?

Yes

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

Looking for advice on our choices for retirement and clarity on some of the terms and consequences of our choices.

How has Kerry Chaloner helped you?

Clarified our options and gave us confidence in our choices as well as highlighting other options we had not thought of.

Have you seen the outcome you were hoping for?

Yes, it was a very useful meeting, Kerry was very helpful and clear in our discussions and explained the pros and cons of our choices as well as some alternatives we hadn't thought about.

What could they have done better?

Nothing, we found the meeting very helpful and can't thank Kerry enough for her help.

Please provide a brief comment about your experience with Kerry

Kerry got in touch shortly after my enquiry and we arranged a call to talk through my objectives. Kerry was super helpful and understood my situation, giving me great reassurance and some immediate advice. I would highly recommend! Thank you