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?

Michael keeps me up to date with his recommendations and handles the whole process with total professionalism.

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 has been an invaluable help throughout this difficult after the death of my husband. He has been able to help me through the probate process and my work in executing his will. He has also been very helpful in advising me about dealing with my new financial situation.

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?

As always, Michael has kept a watchful eye on my finances to ensure that I am receiving the best value for money.

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

Need to protect money that I received when taking redundancy and finally retiring.

How has Michael Blosse helped you?

Has always been available to discuss changes in investment options etc.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add.

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 has suggested changes in my portfolio which reduced the costs. He has provided information so that I can reassess/check my attitude to risk.

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?

My wife and I have had some serious health issues over the last year which have necessitated a major review of our financial requirements. Michael did a thorough analysis of our income and expenditures, portfolios, inheritance tax and many other issues relevant to current and future needs. He also recommended a specialist on legacies, wills and LPAs who spent a very productive morning with us. He is always proactive and continuously monitors not only our personal matters but also external factors such as government policies and budgets. Our finances are in good hands.

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 has helped when an ISA matured and arranged for money to be transferred from our CIB into our stocks and shares ISA’s. He also reviewed our investments and made changes accordingly to get the best returns.

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?

Yes with pensions for both myself and my husband.

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

We have been clients of Globe for many years and at the time were looking for advice and information on financial planning for the future and retirement.

How has Michael Blosse helped you?

Michael set up various funds to best look after my husband's and my investments and pensions. It would have been impossible for us to achieve our goals without his detailed and specific knowledge.

Have you seen the outcome you were hoping for?

Yes. He has always been willing to answer queries and make suggestions to maximise investments where necessary.

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

Advice on money we had inherited

How has Michael Blosse helped you?

Michael guided us through an investment process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service provided was what we expected.

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

When starting up our business I needed a safe pair of hands to make sure we maximised our financial potential balancing business and personal income over both the short and long term

How has Michael Blosse helped you?

Michael helped advise us on our SIPP

Have you seen the outcome you were hoping for?

We have seen our SIPP grow and help us achieve a series of financial steps along the way (clear mortgage, give our daughters help with their first homes etc)

What could they have done better?

So far everything has gone to plan, no errors or omissions

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

On retirement I needed to commute part of my pension, pay off some of my mortgage and invest the remainder to provide income to support my daughter through university.

How has Michael Blosse helped you?

Michael guided me through this process and suggested investments which were tax efficient and provided enough annual income to support my daughter through graduate and post graduate studies.

Have you seen the outcome you were hoping for?

Yes he has also guided us through financing a loft extension and paying off the last of our mortgage.

What could they have done better?

I do not have the knowledge to assess the advice given by Michael measured against the volatile economic climate but as it has achieved what I had hoped for I do not think Globe, and Michael, could have done better,

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 Blosse has continued to provide first rate support concerning investments and tax management, including pensions, ISAs, EIS, AIM, trusts, etc. Now that we are approaching the time when our physical and mental capacities can be expected to wane, we are particularly grateful that we have someone we can trust to help us manage our affairs.

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?

Further conversion of pensions to annuities

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

Self-employed person with no understanding of pension saving at all, needed help to set up personal pension

How has Michael Blosse helped you?

Michael took the fear factor out of pensions, explained everything to me in a clear and patient way and helped me set up a suitable pension. He monitors my pension and situation, checks in with me regularly and I'm confident that he has my back.

Have you seen the outcome you were hoping for?

My pension seems to be doing well (relatively speaking given its all been a bit mad recently) and I'm very happy - thank you Michael.

What could they have done better?

Nothing, I'd have no hesitations in recommending Michael!

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?

He has responded to our calls. Monitored our investments, and kept us updated.

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

I took early retirement/redundancy in 1998 and 2010 and needed financial advice on how best to invest my monies.

How has Michael Blosse helped you?

Michael has has regularly reviewed my portfolio and advised me on investment changes that would benefit me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing to add.

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?

Maintained a contact at a difficult year in general

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?

Explaining the new changes in the budget in relation to my pension situation

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?

Yes

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

I needed some advice regarding my company pension and some money to be invested too.

How has Michael Blosse helped you?

He helped both myself and my husband with pensions.

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

I cannot think of anything he could have done better.

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

Dissatisfaction with a previous adviser. I needed more help with several matters including financial planning, inheritance tax and more detailed profiling of my specific circumstances, especially with advancing age.

How has Michael Blosse helped you?

Michael has managed draw down of pension and ISAs to suit our changing requirements. Also pro-active in raising issues that may be relevant now and in the future

Have you seen the outcome you were hoping for?

Yes. We are in a more suitable financial position and confident that Michael will continue to monitor our circumstances particularly where external factors such as government policy, cost of living and other key issues could impact on our current and future needs

What could they have done better?

I cannot think of anything that could have been done without incurring unnecessary risks

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

I was looking for pension investment advice in order to retire.

How has Michael Blosse helped you?

Michael explained carefully the pension investment plan & manages it on my behalf.

Have you seen the outcome you were hoping for?

Yes but the financial markets/stock & shares have had a turbulent time which does impact investments. The fund should improve with time.

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

I had retired and wanted advice on investing amounts surplus to my final salary pension.

How has Michael Blosse helped you?

He has helped me invest in products that give me an additional income to my company pension

Have you seen the outcome you were hoping for?

Yes the investments have lived up to my expectations.

What could they have done better?

Nothing so far I am pleased with the outcome

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?

Yes

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

As a couple we manage our own investments and pensions, and wanted an adviser prepared to offer advice on demand both on financial planning for retirement and for restructuring an ISA that had started to sprawl over the years.

How has Michael Blosse helped you?

Michael conducted a thorough review of our investments, pensions, outgoings and future plans and was able to provide a model planning how we'd use all those post retirement in a range of scenarios. He was happy to adjust and provide various iterations of the plan. With the ISA, Michael took a brief on what we were looking for and provided a clear set of recommendations for substantial changes to the portfolio, with clear explanations as to why. He was also able to adjust those recommendations to allow for our preferences

Have you seen the outcome you were hoping for?

I'm very happy with the overall results and outcomes. I've been able to make important changes to our investments with the reassurance that they are based on professional insights and recommendations. And we've a financial plan that gives us some peace of mind for the future.

What could they have done better?

I'm happy with all the service I received. Financial planning is in some ways quite generic, making necessary assumptions about standard rates of inflation and investment growth. In the last 12 months, inflation has way exceeded the norm and growth is erratic. So additional stress testing of plans could prove necessary in the future.

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

We originally sought advice from Globe over 25 years ago regarding pension planning

How has Michael Blosse helped you?

Over recent years Michael has steered us on how to balance our business, mortgage and SIPP investments to best effect

Have you seen the outcome you were hoping for?

We feel in a strong, knowledgeable position and confident in how best we can plan our next step(s)

What could they have done better?

I believe Michael has everything covered for us

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

I was planning in retiring in a couple of years and held several pension plans and with my wife had inherited numerous stocks and shares and other investments and we were seeking pension and investment advice and planning for the future.

How has Michael Blosse helped you?

My wife and I had a couple of face to face meetings with Michael where we discussed our plans and requirements. Michael drew up a detailed financial forecast and offered various investment proposals and advised us on the tax benefits and advantages available. We were able to amalgamate all our investments into one easily manageable account, alongside a collective retirement account, and stocks and shares ISA’s.

Have you seen the outcome you were hoping for?

We have only held the accounts for a few months now, but despite the volatile financial climate, they are beginning to show a fair return.

What could they have done better?

Nothing we can think of.

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?

Always there to keep me abreast of what is happening.

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

Because I am financially innocent

How has Michael Blosse helped you?

By immedately responding with help

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing I am awarre of

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?

He has continued to advise me and look after my pension and ISA investments

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

Independent financial advice from Local firm.

How has Michael Blosse helped you?

Set out a financial plan for our needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All aspects were covered efficiently.

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 monitor and advise. I am rather lazy and do tend to leave it up to him. Thank heavens he is totally trustworthy and has sound knowledge.

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

We were unhappy with our previous adviser following loss of value of our SIPP and other investments over the turbulent recent times, and their takeover by a national company that had higher charges and what felt like a "one size fits all" approach.

How has Michael Blosse helped you?

Michael took time to understand our aims, objectives and attitude to risk and undertook a full review of our current pensions/investments to give us an up-to-date view on where we stand. He was pleasingly flexible in the options he put forward for both how we could engage Globe, and how we could modify our existing portfolio/platform to reduce costs and better match our aspirations. He has been responsive and tenacious in enacting the changes we have asked to be made. Michael has been calm, personable and approachable at all times - we have never felt we are being pushed into something we're not comfortable with.

Have you seen the outcome you were hoping for?

Having just made the portfolio changes, we are yet to see the outcome in terms of performance but we are now more comfortable with the risk profile of our investments as we approach imminent retirement.

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?

With all of the above and more. Now that we have a consolidated portfolio we are able to consider long-term plans and deal with short-term problems. He has been a huge help to us and continues to advise us.

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 has kept abreast of the financial market and done his best to grow our investment income by making adjustments to our equities where necessary.

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?

Very satisfactory realignment of pensions and income drawdown arrangements

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?

Kept me in touch with my investments despite the fact that they have decreased considerably. Sends me emails regularly with news and interpretations of financial changes which have occurred in world affairs and budgetary changes.

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?

Ongoing support - always prompt, efficient and friendly.

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

In my forties, as a moderately successful scientist in the public sector, I and my family enjoyed a good life and were not much troubled by money. In my early fifties government privatisation precipitated me into becoming a consultant in the private sector, which doubled my income, but reduced income security. For the first time I had excess money in the bank and an anxiety about who would feed my family in the future if people stopped hiring me. Fortunately, it did not become a problem, but it prompted me to think about investments. Enter Garry Haywood in the mid-1990s and Michael Blosse five years ago. We have the occasional meeting but mainly communicate by email, which works fine. They take their fees and my guide then and now is, is their performance for us better than we could achieve on our own? The answer was and remains “yes”. Now, approaching our dotage, one of our concerns is how to manage our affairs as our physical and mental faculties wane. Whilst we can, we will continue to manage our affairs, but I take comfort that there has never been even a hint that Gary, or his colleague, Michael Blosse, are not to be entirely trusted. My advice is that if you are clever enough and skilled enough, and have the time required to be your own financial expert, then do it. But if not, you are unlikely to find better support than from Globe IFA.

How has Michael Blosse helped you?

See above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There are no problems.

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

To advice about my financial planning, investments and pension

How has Michael Blosse helped you?

Assessed and advised me about all my options and provided helpful forecasts

Have you seen the outcome you were hoping for?

No not it's yet bit soon....

What could they have done better?

Nothing Michael was very astute about the options that would suit my needs and really listened to me.

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

Pension switch and drawdown

How has Michael Blosse helped you?

Gave suitable advise and recommendation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

I had taken early retirement (due to redundancy) and needed advice on investing my redundancy sum and also pension planning for myself and my wife.

How has Michael Blosse helped you?

Over the years, Michael has put together a portfolio of investments and pensions for me and my wife.

Have you seen the outcome you were hoping for?

Yes. Our portfolios have performed well against their benchmarks.

What could they have done better?

I have no complaints and can suggest nothing that could have been done better.

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

My pension was under performing.

How has Michael Blosse helped you?

Advised me of the best options and dealt with this very professionally.

Have you seen the outcome you were hoping for?

Yes I have .

What could they have done better?

Nothing . Very satisfied with his recommendations.

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

Looking at my long term finances

How has Michael Blosse helped you?

He has given me good advice based on our long term association.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

I wanted professional advice.

How has Michael Blosse helped you?

Michael helped explain investment options such as ISAs and share plans

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable.

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

Ongoing, long term financial planning and pension advice.

How has Michael Blosse helped you?

Helped consolidate multiple pensions and arranged first annuity from one.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Nothing.

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

I was doing it badly

How has Michael Blosse helped you?

He completely reorganised my investments and increased my income from them and took most of the pain out of the inevitable form filling.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

?

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

I was looking at the best way to plan for retirement, and make the best decision’s with my investments.

How has Michael Blosse helped you?

Michael explained the best options, in a clear and easy way to understand

Have you seen the outcome you were hoping for?

Yes

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

We were at that age when we felt that it was needed

How has Michael Blosse helped you?

Financial planning around investments and pensions

Have you seen the outcome you were hoping for?

Yes

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

On taking early retirement we needed invest for the future.

How has Michael Blosse helped you?

He advised us and found ways to maximise investments and be tax efficient.

Have you seen the outcome you were hoping for?

In times of low interest rates he is still able to find investments which are safe and show acceptable returns.

What could they have done better?

We have found all aspects of their services to be of the highest standards.

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

Looking to retire and needed advice on investing & drawing down on the investment.

How has Michael Blosse helped you?

Michael's role is to support me & answer any questions that arise. Give investment recommendations & regular reviews of my portfolio.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing! Happy with the level of service.

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

Wanted to start a pension

How has Michael Blosse helped you?

Helped identify and set up correct fund for me

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?

We have worked with Globe for over 20 years when originally looking to set up our SIPP. Other advice has followed over the years since

How has Michael Blosse helped you?

Michael has kept a watching eye on all insurances, protection and suchlike, with us now planning ahead or retirement

Have you seen the outcome you were hoping for?

Most certainly. The original advice and assistance received from Garry Haywood and subsequently by Michael have proved life-changing (well, getting our longer-life planning into a position we could never have dream of beforehand).

What could they have done better?

N/A

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

To help manage our investments and pension scheme in retirement.

How has Michael Blosse helped you?

Advise on where we shouls invest our savings and pension scheme.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Made contact more regularly.

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

I have little experience in financial planning and needed an adviser to replace a poorly performing IFA and who I could trust to review and manage my investments appropriately.

How has Michael Blosse helped you?

Michael reviewed thoroughly my financial position and prepared a plan more suited to my requirements. Michael reshaped my small but important ISA investment portfolio. He also recommended a new, tax-efficient 5-year pension investment plan.

Have you seen the outcome you were hoping for?

Yes. The ISA portfolio has performed above expectations. The pension plan has matured with a good return on investment. It is an important component in my overall portfolio.

What could they have done better?

It is difficult to know how he could have done better.

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

Poor service, investment plans and ROI from a previous IFA

How has Michael Blosse helped you?

First of all, Michael Blosse carried out a comprehensive review/profile of income, expenditures, assets and other key factors . He then discussed issues such as risk/reward on investments, income or capital growth, tax, my state pension, SIPP, ISA and Shares portfolio, inheritance, capital gains etc. Personal plans or wishes, both short and long term, were also discussed. He drew up a plan that offered a good balance of risk vs reward as well as flexibility.

Have you seen the outcome you were hoping for?

The plan has exceeded my expectations in terms of ROI and has been higher than the market benchmark. Income drawdown has comfortably matched and exceeded my general and capital expenditures, coupled with flexibility in monthly drawdown levels and source. Michael also reviews the plan, market situation and personal requirements regularly, recommending adjustments in the plan where appropriate. I feel very comfortable and have trust in leaving management of my financial affairs with Michael Blosse and Globe IFA

What could they have done better?

I am very pleased with all aspects of the plan, as well as the overall management and performance by Globe IFA and my financial advisor.

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

I first took early retirement in 1997. Globe then started giving my financial advice with regards my savings etc. Michael Blosse took over as my financial advisor in the last 5 years.

How has Michael Blosse helped you?

We review my savings plans regularly and he offers advice if I have additional funds to invest.

Have you seen the outcome you were hoping for?

Most certainly. I am a cautious investor and Michael is aware of that when giving me advice.

What could they have done better?

I am perfectly satisfied with the service/advice given to me.

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

To help with my individual pension funds

How has Michael Blosse helped you?

Took all my requirements into consideration and spread risk accordingly leaving plenty of flexibility for withdrawals

Have you seen the outcome you were hoping for?

Yes, given the current and recent state of flux

What could they have done better?

Tripled?

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

Michael is the third financial adviser we have had at Globe IFA - he took over from our previous adviser when she retired. Globe was recommended to us by a long-term adviser who worked for another company on his retirement but we have been very happy with all the advisers at Globe IFA including James Male who helped us remortgage our property.

How has Michael Blosse helped you?

Michael Blosse has been instrumental in keeping our stocks and shares ISA's up to date and invested wisely to maximize profits and minimize our risks. He has helped both myself and my wife in this respect and ensured our ISA's continue to grow even during turbulent economic times. Michael was also very supportive recently when both our bank accounts and credit cards were hacked in a recent moile phone came and ensured my personal ISA portfolio was made safe when it was discovered attempts had been made to hack this as well.

Have you seen the outcome you were hoping for?

I believe our expectations for both our portfolios have been exceeded especially at a volatile time when the more likely scenario would be to see our investments going down. Michael also makes ethical investments and chooses the stocks and shares to invest in wisely and with a very strong knowledge of the market.

What could they have done better?

Michael communicates with us regularly but not more than necessary. He is very willing to offer advice and answer questions if you have them about financial matters that may go beyond his original brief. I do feel that if I need financial then I can feel totally confident that Michael will give me informed and constructive answers. You can't really ask for better than that. Michael is also a financial adviser to my brother.

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

Care of resources in retirement

How has Michael Blosse helped you?

Advise on investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No noticeable gaps

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

Looking to enhance my pension

How has Michael Blosse helped you?

Great advice and extremely quick responses

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

I am not an experienced investor. My knowledge of the Money Market is very small. Therefore, to safeguard my future, I decided I needed help from an expert.

How has Michael Blosse helped you?

Michael keeps an eye on my Portfolio and points me in the right direction for future investments.

Have you seen the outcome you were hoping for?

I am delighted with the outcome.

What could they have done better?

Nothing. I am totally happy with the advice and service I receive.

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

Had on for years.

How has Michael Blosse helped you?

being available and responsive

Have you seen the outcome you were hoping for?

yes

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

Michael has looked after several members of my family in the past, and in this respect came highly recommended. This was at a time when I was in need of sound financial advice as to how best to plan for my future retirement in the short to medium term. My personal finances were very much 'up in the air' having made a couple of poor financial decisions regarding investments. Michael very patiently assessed my situation and future needs, taking into account my cautious attitude towards investments in general at the time. This has helped me plan for a better retirement and I feel I now have someone I can trust and approach for advice in the future.

How has Michael Blosse helped you?

Michael took stock of where I was financially, what I was able to invest, and the growth I was looking for plus any risks I was prepared to take. The service I received was balanced and never rushed and every possibility was carefully explained to me. All this took time and every step was clearly explained, eventually ending up at the right investment for my circumstances.

Have you seen the outcome you were hoping for?

Yes, so far things have gone along very well, even considering the volatile nature of current markets due to covid 19. I have always felt that Michael has been in 'my corner', and even when a further investment was not handled particularly well by a third party, he was able to quickly step in and sort out the issue on my behalf.

What could they have done better?

I'm not sure there is much more that could be done better. Having had a couple of bad/poor experiences in the past with Financial Advisers, Globe and Michael in particular have restored my faith in financial services. Life, and finances in particular are all about Trust and Risk and to find a professional company who can help with those two tricky aspects is very valuable indeed.

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

My wife and I had inheritances and a range of small pension pots. We needed advice on the best place for those to give growth but equally be accessible if needed.

How has Michael Blosse helped you?

Michael assessed our financial positions and offered us product choices based on our view of risk.

Have you seen the outcome you were hoping for?

Yes, the growth has been good and any further changes to our portfolio will be based good sound advice

What could they have done better?

This is the second time we have used an F/A service. Globe are certainly the better of the two. In our limited experience there was nothing that left us, as customers, feeling less than well serviced.

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

Some tears ago I used Globe (on the recommendation of my accountants) to "package" my various pensions into one SIPP and an excellent job they did.

How has Michael Blosse helped you?

Review of my SIPP and advice on withdrawing cash therefrom

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

Need for pensions advice

How has Michael Blosse helped you?

Found the right balance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More feedback

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

We had diverse investments and wished to consolidate them.

How has Michael Blosse helped you?

He has looked over our whole portfolio of investments, pensions and property to give us a clear idea of our holdings. We discussed how we wanted to invest, how to manage tax and how to manage pensions.

Have you seen the outcome you were hoping for?

Yes, we now have a consolidated portfolio & a clear idea of our assets and how to manage them.

What could they have done better?

I think we are very happy with Michael’s work for us & he is always available for consultation.

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

To maximise my retirement income, safely.

How has Michael Blosse helped you?

He completely restructured my investments. And did it with a minimum of effort on my part, by doing most of the form filling and lucidly explaining and indicating the parts that did require some input from me.

Have you seen the outcome you were hoping for?

Yes - my income was increased and the value of my investment has also increased.

What could they have done better?

Nothing. My interactions with Michael are always extremely efficient and friendly - I wish he had been my adviser when I started investing many years ago.

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

I had recently retired and wanted advice on investing my pension commutation

How has Michael Blosse helped you?

Consolidated my current investments into a manageable tax friendly package which included both growth and income

Have you seen the outcome you were hoping for?

Yes and we are kept in touch with our investments which are reviewed annually.

What could they have done better?

I don't think anything more could have been done

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

My wife and I needed to safeguard and augment our savings and to plan for retirement

How has Michael Blosse helped you?

He assessed our requirements in terms of level of risk in our investments and carefully guided us through a solid investment plan

Have you seen the outcome you were hoping for?

Undoubtedly - we are very pleased with the returns on our investment

What could they have done better?

Nothing!

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

I am self-employed and therefore as I am not a financial specialist myself, I needed expert and independent advice.

How has Michael Blosse helped you?

Michael took over from my previous independent adviser from Globe when she retired. He has continued to provide the same high level of service and really takes the time to understand what I have been looking for in terms of my investment/pension requirements.