Kevin Kent

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

I wanted to retire early and needed advice about my existing pension schemes and when I could retire.

How has Kevin Kent helped you?

Kevin enabled and supported the process of evaluating my exisiting pension pots, giving me the advice I needed to plan my future and retire early.

Have you seen the outcome you were hoping for?

Yes. I have retired early and the return on my retirement account has exceeded my expectations significantly.

What could they have done better?

Nothing.

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

We had funds to invest and needed a reliable wealth management company that could deliver a service that met our requirements.

How has Kevin Kent helped you?

By spending time to understand our position, concerns, thoughts and long term plans Kevin has given sound advice and risk guidance to deliver clearly explained options that offer the best management and growth for our funds. Through his excellent communication, portfolio reviews and availability we have gained a better understanding of our needs. We have trust and confidence in Kevin’s advice when we are looking to make decisions and changes as our circumstances develop.

Have you seen the outcome you were hoping for?

Over or time with Brightside we have seen our funds grow and deliver excellent results and feel in safe hands for the ever changing future.

What could they have done better?

I have no comment to make I am very happy with the service we receive.

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

I turned 60 and wanted to review my Pension options. I had Pensions with various providers.

How has Kevin Kent helped you?

Kevin went through the various options and gave me information on my own circumstances and what the various outcomes could be. Eg transferring all into one pension pot, leaving as they are. Also how to take a lump sum and how that effects the outcome.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. The meetings were very helpful, Kevin went through everything and made the whole process very easy. I did not really understand the different Pension options, after the meetings I felt clear on what the best options for me were.

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

Wanted to combine two pensions.

How has Kevin Kent helped you?

Kevin gave detailed advice on my two pensions and how they had performed over the last 5 years. He asked what I wanted my pension to achieve for me and then gave his advice. Everything was easy to carry out and sorted out painlessly.

Have you seen the outcome you were hoping for?

Yes, pensions combined and all carried out with ease for me.

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

Initially looking to invest money when l was not in permanent employment and latterly to invest money gifted by my family

How has Kevin Kent helped you?

Kevin is clearly very knowledgable, and prsents information in an easy to understand way. He's very personable and easy to talk too and he and his team always follow through promptly.

Have you seen the outcome you were hoping for?

The preferred outcome is a good return on the investment, which l appreciate may take some time however, l'm very happy with course Kevin recommended.

What could they have done better?

Nothing, l'm happy with everything Kevin and his team have done to date.