Michael Blosse

This review is a follow-up review from a client who left a review previously.

How has Michael Blosse helped you since your last review?

Dealt with more ISA transfers and income from same. Modified portfolio to reduce charges. Explained and offered options for raising income should that be necessary further into our retirement.

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

Michael has continued to provide good advice on my pension fund, and more recently regarding the transfer of an ISA. He is always prompt to respond to any questions and offer advice for future financial planning. This has been especially helpful lately following a personally difficult time for me.

How has Michael Blosse helped you?

Michael has advised me on future financial planning regarding my pension fund and and ISA, in relation to my recently changed circumstances.

Have you seen the outcome you were hoping for?

Yes, though I expect to seek further advice in the coming months.

Please provide a brief comment about your experience with Michael

Micheal is professional in his manners and approach to clients, he is generous with his time and never during our initial telephone conversation did I feel rushed or given short answered to my questions. I would highly recommend him if you have queries regarding savings, taxation, pensions and property.

This review is a follow-up review from a client who left a review previously.

How has Michael Blosse helped you since your last review?

Michael continues to look after our savings and investments at Global IFA. Our ISA's are invested with Quilter and continue to perform well despite a turbulent marketplace. Michael is always swift to offer alternative investments should the market change and will always try to get the best return for our investments. He has also advised us recently on updating our will through a recommended will writing service which we intend to take up this year.

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

Financial planning and advice

How has Michael Blosse helped you?

Michael is brilliant. He has helped us with a number of of investment and planning tasks. He is professional, friendly and helpful. We feel so fortunate having him on hand to answer any questions we may have.

Have you seen the outcome you were hoping for?

Yes, part of it is the performance of the portfolio and part of it is knowing everything is organised, well-structured and planned for.