Sarah Demmon

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

I was looking to transfer a DB pension into my SIPP and the law stipulates that I have to take advice from an IFA.

How has Sarah Demmon helped you?

Sarah looked at my situation and financial affairs and made a recommendation with which I was very happy.

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 needed to know if an immediate care annuity was an option to cover my mother’s care home fees following the release of her property equity on the sale of her home.

How has Sarah Demmon helped you?

Sarah explained immediate care annuities and the other possible options, which we ruled out. She took enough information from me regarding my mother to get an estimate of monthly income from two financial product advisers in different scenarios and supplied this to me.

Have you seen the outcome you were hoping for?

No, sadly, as the income the lump sum would provide would be insufficient for our needs.

What could they have done better?

Once I had connected with Sarah, she was excellent. I’d definitely recommend her.

Please provide a brief comment about your experience with Sarah

Quick to get in touch and confident Sarah can help me going forward. Really happy with the selections and my choice.

Please provide a brief comment about your experience with Sarah

Clear,honest advice, given very promptly.

Please provide a brief comment about your experience with Sarah

Very professional and knowledgeable. I would definitely recommend Sarah.