Callum Warner

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

Some 50 odd years ago I needed advice on investments and savings.

How has Callum Warner helped you?

My portfolio has increased in value

Have you seen the outcome you were hoping for?

Yes

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

Due to the method of my employment I have to sort out all financial matters for myself.

How has Callum Warner helped you?

He has guided me with the matters as above to maximise my financial position.

Have you seen the outcome you were hoping for?

Yes, my finances have survived and grown despite the general world financial situation.

What could they have done better?

Nil

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

Retirement planning

How has Callum Warner helped you?

How to make best use of pension fund and investments

Have you seen the outcome you were hoping for?

yes

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

I’ve had a FA since my husband passed away in 2003

How has Callum Warner helped you?

I inherited Callum when my original advisor retired. He has continued to advise on my investments and pension contributions and has been clear and concise and has helped me withdraw from my funds with no fuss at all.

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?

For greater returns and retirement

How has Callum Warner helped you?

I find Callum very good at explaining the investment and the best approach to achieving this.

Have you seen the outcome you were hoping for?

Yes and understand the world wide inference on my investment.

What could they have done better?

Nothing he is a very receptive and likeable gentleman and I look forward to annual meetings.