Med Evans

Please provide a brief comment about your experience with Med

Med and I chatted on the phone prior to meeting as I wanted to make it clear that I was managing my own finances, including investments, and was simply looking for some validation i.e. am I doing the right things. Med was grateful that I explained this position but said that he was still happy to meet and go into my pensions and investments position in more detail even if, at this stage, it was unlikely that I would take any paid for services in the foreseeable future. I met with Med today (19/5/2017) and spent over an hour talking and walking through my current financial details. Med provided lots of useful feedback and was very happy to do so even in the knowledge that this would not lead to any paid for work. On the basis of my experience, were I to need paid for financial advice in the future, I would be more than happy to use Med as my IFA.

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

Investment advice re : sale of property and inheritance.

How has Med Evans helped you?

Good advice that suited my " risk profile ".

Have you seen the outcome you were hoping for?

Yes.

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

Retirement pension advice.

How has Med Evans helped you?

Explained all aspects extremely well, very impressed with his overall knowledge.

Have you seen the outcome you were hoping for?

Only just started on this road, but everything went smoothly.

What could they have done better?

Nothing he was excellent in all things for me

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

I was looking for a local financial adviser as I had some funds to invest and so I asked a trusted friend who she used and she directed me to Med and that was around 7 or 8 years ago now.

How has Med Evans helped you?

he helped me sort out my finances and my forward planning in terms of planning for retirement etc.

Have you seen the outcome you were hoping for?

Yes, I am pleased with the advice he gives me and is happy to speak to me if I have a query.

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

reciving an inheritance from a deceased parent.

How has Med Evans helped you?

He made sure that he had my best interests at choosing which companies to invest my money in. If I had any questions regarding money, will making or anything he would help.

Have you seen the outcome you were hoping for?

The outcome was more than I was hoping for!.

What could they have done better?

Nothing he was amazing.