Steven Hotham

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

To support with financial planning for retirement

How has Steven Hotham helped you?

Steve has supported myself and my husband with financial expertise often going above and beyond this role. Steve and his organisation has become an integral part planning for our future

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I honestly can't think of anything that could be done better. Service is delivered with integrity and honesty underpinned with expertise.

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

Investments

How has Steven Hotham helped you?

Advice

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?

Although we previously had an adviser we decided that we needed proper advice from experts and were recommended SWM any someone in a similar financial position to ourselves.

How has Steven Hotham helped you?

We have regular reviews on our investment strategies and ensure that we have the right risk and reward approach for our lifestyle and future goals. Steve and the team provide day to day advice when and as we seek a view on our finances.

Have you seen the outcome you were hoping for?

We are very happy with the outcome.

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

i was very dissatisfied with my then advisor, little contact, little interest, and some dubious advice. i contacted several advisors but steve was the clearest and had the best back up team

How has Steven Hotham helped you?

putting ISAs on a less risky "setting" rationalising the investments My wife and i regard our assets as joint and he has organised a combination of her pensions

Have you seen the outcome you were hoping for?

very much so feel like we have someone looking after us and have support and a clearer understanding of where we are

What could they have done better?

at this stage totally happy

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

We had an investment property and wanted to know whether it was better to keep this or sell up. Steve Hotham had been recommended .

How has Steven Hotham helped you?

He has helped enormously with our financial planning for the present and in particular , the future.

Have you seen the outcome you were hoping for?

Yes, very happy with what is in place so far.

What could they have done better?

Nothing.