Justin Wade

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

I have a number of pensions that have not been managed well and I needed a financial plan to put my retirement on track

How has Justin Wade helped you?

Information was gathered from the pension companies and a recommendation was made to consolidate. A cash flow model was completed to show how my income and expenditure would change over time and we discussed options to reduce my tax bill

Have you seen the outcome you were hoping for?

Yes and the ongoing fees have been marginally reduced compared to the existing arrangments

What could they have done better?

Nothing.

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

I realised that I was in my 40s and I had dine very little to plan my future after retirement. Also, I adquire a sum of money I was in a position to save as no needed imminently

How has Justin Wade helped you?

Justin helped me to find the best product to put my money getting the best return possible but still accesible, as I have still have children at home and I wanted to be able to access my money in an emergency

Have you seen the outcome you were hoping for?

The outcome has been better than I thought it would be. I initially contacted Justin at the end of 2020 so I have had a reasonable length of time to see the results. Out of the 4 years one was good and 3 very good.

What could they have done better?

I can't think about anything better he could have done. In fact I didn't hesitate to recomend his services to a very close friend who came across a large sum of money under sad circumstances. Justin was extremely professional at the same time that respectful of the situation.

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

I was looking for professional advice on drawing down money from my pension

How has Justin Wade helped you?

Justin was great. He checked out what our financial situation would be in the future and if it was feasible to take money

Have you seen the outcome you were hoping for?

Yes, everything all dealt with without any issues

What could they have done better?

Nothing

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

Personal circumstances linked to bereavement

How has Justin Wade helped you?

Justin helped me to find the financial solutions that best suited my needs and personal circumstances

Have you seen the outcome you were hoping for?

Yes

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

I wanted to consolidate several small private pension funds into one drawdown account.

How has Justin Wade helped you?

Justin gave me advice and recommended a fund for me. He explained every step and the reasons for completing those steps

Have you seen the outcome you were hoping for?

Yes. The drawdown is ready for me when I am ready to start using the funds.

What could they have done better?

To be honest nothing. I had complete confidence in what Justin put in place for me. Family members with much larger funds have also used his services and recommended Justin to me.