Nathan Steele

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

I wanted to get a retirement plan in place, after going self employed.

How has Nathan Steele helped you?

Nathan thoroughly discussed my options and set up my retirement account.

Have you seen the outcome you were hoping for?

Yes, after a few meetings, I was able to set up the correct plan for me.

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

Future planing

How has Nathan Steele helped you?

Really well

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?

age looking at buying more property and investing for a future

How has Nathan Steele helped you?

nathan help us set up 2 isa’s and a pension. and gave us some mortgage advise.

Have you seen the outcome you were hoping for?

to early to say but just started investing and now there’s a big dip in the market which is great news to buy cheap and capitalise on this.

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

Purchase of a new house

How has Nathan Steele helped you?

By finding me the best deal and gaining a mortgage acceptance.

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?

My husband needed to start a pension, we wanted to get our finances in place for now and in the future.

How has Nathan Steele helped you?

Nathan was amazing, he really understood what we needed and how to help us in each of the areas we wanted to address.

Have you seen the outcome you were hoping for?

It is early days however, a clear affordable plan is in place, giving us reassurance for our future.

What could they have done better?

Nothing, a great service.