Neil Rossiter

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

As we are approaching retirement in the next few years we wanted advice on how to manage & benefit from a variety of existing old pensions & current savings & investments.

How has Neil Rossiter helped you?

Neil & his team have been extremely thorough in reviewing all of our financial information & then advising us of a range of options that we can use to make the most of our current status.

Have you seen the outcome you were hoping for?

Yes, we now know exactly where we are financially & what the future possibilities are for the years ahead.

What could they have done better?

We don’t think there is anything that could have been done to improve the process because it was all done as simply & professionally as possible.

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

I was retiring because of sudden health issues, which changed my plans for the future and I did not know which way to turn.

How has Neil Rossiter helped you?

Made sense of the tax issues and pointed me in the right direction to make decisions.

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?

I wanted to know if I could afford to retire

How has Neil Rossiter helped you?

Clear, concise and professional advice

Have you seen the outcome you were hoping for?

Yes, a very professional service

What could they have done better?

A little prompter on sending out documentation after meeting but this is a very small issue

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

Originally I was made redundant a few years ago and had always put off finding out my financial situation. Probably the best thing I've done and absolutely the right people to see and look after my money.

How has Neil Rossiter helped you?

Simple, effective and focused advice on my personal and as a couple's money. He makes me feel very at ease. Totally trustworthy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can see at this point in time.

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

X,xx

How has Neil Rossiter helped you?

For the last eight years Neil has advised me, set up and looked after my portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very happy with all that they've done