Weyshen Chiang

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

Pension review

How has Weyshen Chiang helped you?

I was unsure if our pensions were invested properly and needed help with additional income

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing else

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

We recently downsized from our family home and had excess savings we needed advice on.

How has Weyshen Chiang helped you?

Wince has helped advise and coach us on what to do with our investments and savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

na

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

I needed help with my pensions, I wasnt sure what I needed to do with all of my different pensions or how they even worked.

How has Weyshen Chiang helped you?

He's helped me combine my pensions and kept things simple. I feel like I understand how my pension works now and overall a lot more confident

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Cant think of anything else

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

Update pension

How has Weyshen Chiang helped you?

I was very unsure how my pension was doing and went to Weyshen for advice. He was very professional and extremely helpful. Thank you

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’d recently gone self employed, and knew I needed help to manage my finances. I met a few FAs and hated the experience, Wince was referred to me and was my last throw of the dice.

How has Weyshen Chiang helped you?

He’s taken the pain away from helping me to manage my finances. I’m now confident in the pension arrangement and savings set-up I’ve got. He’s gone the extra mile too on more than one occasion.

Have you seen the outcome you were hoping for?

Absolutely.

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

Consolidate my private pensions and sort out finances ready for retirement

How has Weyshen Chiang helped you?

Sorted out everything and explained everything very clearly. Made the procedure very easy, also he is a very nice and knowledgeable guy.

Have you seen the outcome you were hoping for?

Early days but more than happy with start.

What could they have done better?

Nothing

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

Support with setting up a long term investment.

How has Weyshen Chiang helped you?

Enabled me to plan with the funds I have available, utilise my tax allowance and pick an appropriate investment fund that is aligned to my priorities.

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?

Planning for retirement, needing to get the best possible outcome for my pension pot

How has Weyshen Chiang helped you?

Wince has given me a lot of information but has been patient and respectful in ensuring I understand this information about getting the balance between draw down and provision for a good level of income

Have you seen the outcome you were hoping for?

I have only seen projections at this early stage. He has demonstrated that the financial market is historically cyclical. Which gives a good level of confidence in his advice

What could they have done better?

As above its early to know if the advice could have been any better. Wince is a confident young man with good communication skills and knowledge which makes you feel at ease when he talks about looking after your financial future

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

I had an adviser before and I was not satisfied with the service

How has Weyshen Chiang helped you?

Has been on hand to guide me through the complexity of financial management

Have you seen the outcome you were hoping for?

At the present time I am very pleased with results

What could they have done better?

I cannot think of anything he could have done better

Please provide a brief comment about your experience with Weyshen

Nice guy and very helpful

Please provide a brief comment about your experience with Weyshen

Made everything a lot clearer and am proceeding to the next step

Please provide a brief comment about your experience with Weyshen

Wince appears to have a very good idea of what I want to achieve with my investments and is also someone I can talk to which is very important

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

How has Weyshen Chiang helped you since your last review?

He has set up my funds to give me a monthly payment which has had a large beneficial impact on my savings and planning for my future. I am more confident that my immediate future is secure.

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

How has Weyshen Chiang helped you since your last review?

He has been working closely with my accountant and we now have a tax efficient retirement plan in place. My accountant and Wince are working together and we complete our annual reviews all together. Saves me a lot of time and the joined up approach works well from a planning perspective.

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

How has Weyshen Chiang helped you since your last review?

My investments are doing very well and Wince is always there when I need him. He explains the psychology behind money and why I feel the way I do at times.

Please provide a brief comment about your experience with Weyshen

Weyshen was not able to help directly but did provide useful information efficiently for my case.

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

How has Weyshen Chiang helped you since your last review?

We've been in regular contact and plans we have put in place are doing really well.

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

How has Weyshen Chiang helped you since your last review?

I've spoken to Wince many times to ask for help and each and every time he has been extremely helpful.

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

How has Weyshen Chiang helped you since your last review?

I like to know what is going on with my savings and investments so I regularly contact Wince to ask questions. He always takes his time to explain everything in a way that I can understand. I couldn't recommend him enough!

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

How has Weyshen Chiang helped you since your last review?

Wince has set kept me updated and informed, we regularly speak throughout the year and we have just completed an annual review.

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

Financial situation had become very complicated with money spread over many different areas

How has Weyshen Chiang helped you?

He has simplified my financial situation and made everything far easier to understand

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?

pension advice

How has Weyshen Chiang helped you?

I had multiple pensions pots and needed help with simplifying.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing that I can think of

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

I received a large sum of money from inheritance

How has Weyshen Chiang helped you?

He helped me with a financial plan and we regularly speak about the plan and my investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

Uncertainty around my pension pots.

How has Weyshen Chiang helped you?

Wince continues to help me with my pension arrangements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

How has Weyshen Chiang helped you since your last review?

Hes kept me up to date and completed an annual review of my portfolio

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

How has Weyshen Chiang helped you since your last review?

Since meeting Wince, he has helped me review my business protection needs.

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

How has Weyshen Chiang helped you since your last review?

He’s been available to contact, with any further questions.

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

I moved over to Wince after a friend referred me. Wince has been looking after my investments for a while now.

How has Weyshen Chiang helped you?

He looks after my investments and helps me understand what is happening in the current economic climate

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?

My circumstances were changing as I was setting up my own business.

How has Weyshen Chiang helped you?

Wince helped me understand how I could make this work and to structure my investments.

Have you seen the outcome you were hoping for?

Everything is on track as planned.

What could they have done better?

Nothing, hes been great.

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

I wanted investment advice on my savings

How has Weyshen Chiang helped you?

He has given me advice on where to invest my money

Have you seen the outcome you were hoping for?

Yes, Wince understands my long term goals and I'm moving in the right direction thanks to his help.

What could they have done better?

nothing that I can think of

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

How has Weyshen Chiang helped you since your last review?

We’ve had our first annual review and all is going well. Weyshen gave me the confidence to assist my daughter with a house purchase by undertaking a detail analysis of my funds which proved I can continue with my retirement activities.

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

How has Weyshen Chiang helped you since your last review?

Wince helped me review my current pension provisions and amend some protection I have in the event of serious illness, following Ill health in my direct family.

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

How has Weyshen Chiang helped you since your last review?

Full review of my portfolio to check current performance and discuss future plans. Lots of good clear information and ideas.

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

I came into an inheritance and wanted to make wise decisions regarding investing in property to generate a passive income, I recognised that planning for my future required expert guidance.

How has Weyshen Chiang helped you?

Wince has been an invaluable asset in my financial journey. His expertise and personal experience in property investment have proved instrumental in guiding me towards making informed decisions and achieving my desired outcomes. Firstly, he took the time to understand my specific goals and aspirations, allowing him to tailor his advice to my unique situation. He shared his wealth of knowledge and insights, providing me with a solid understanding of the property market and the intricacies of investment strategies. He patiently answered all my questions and addressed any concerns I had along the way, ensuring that I felt confident and empowered in my decision-making process. Wince's personal involvement and genuine interest in my success were evident throughout our interactions. He was not just a finance planner but also a mentor and cheerleader, always encouraging me to stay focused on my long-term goals and celebrating milestones together.

Have you seen the outcome you were hoping for?

It's early days but I'm confident I will see the outcome I'm hoping for

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

HSBC we’re not providing the services I wanted

How has Weyshen Chiang helped you?

He has updated my portfolio with regard to investments, pensions

Have you seen the outcome you were hoping for?

Not yet but am confident I will do

What could they have done better?

Nothing that I am aware of

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

Having to review my lifestyle following the loss of my husband I needed my money to work as much as possible for me until I receive my pension.

How has Weyshen Chiang helped you?

He has explained in clear language different choices and explored ways to improve my finances to enable me to get the most I can from my pot.

Have you seen the outcome you were hoping for?

It’s early days so I’ve not yet seen any outcome but do feel confident that I will in time see positive results.

What could they have done better?

Nothing as I believe he has done as much as he could including several home visits.

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

I needed advice on what to do with my savings and I didn't want to leave this up to my bank.

How has Weyshen Chiang helped you?

He is interested in me as an individual and I can tell he truly cares about me. Wince took his time to tailor an investment plan specifically for me.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

Nothing, everything has been discussed carefully and we regularly speak so I'm very happy.

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

My accountant said it would be beneficial if I spoke to an IFA around my pension arrangements.

How has Weyshen Chiang helped you?

Wince helped set up my private pensions and produce a plan for my future retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of?

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

I needed guidance from an experienced adviser who knows how to make the most of my money for me and my family.

How has Weyshen Chiang helped you?

Wince gave clear advice which has made me feel as though my future is now secure. He was attentive and clarified anything I didn't feel confident on.

Have you seen the outcome you were hoping for?

Yes but not as good as what I have seen in the past, there has been some steady growth but I understand the markets have been hit globally.

What could they have done better?

I cannot fault Wince at all.

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

I recently changed jobs and my new employer told me they provided a generous pension package but were unable to give advice. so i reached out to wince for advice on investments and savings for retirement

How has Weyshen Chiang helped you?

Wince has provided sound advice and now i feel much more confident that i will be ontrack for retirement.

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?

Investment advice then subsequently pension advice

How has Weyshen Chiang helped you?

made the whole process simple and easy to understand, I tend to ask alot of questions but Wince was very patient and explained things so even an average joe like me could follow.

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 was looking for advice on private pensions and workplace pensions

How has Weyshen Chiang helped you?

Wince explained very well what could be done with my money, how and where it could be invested and considered the right level of risk for my own circumstances

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Please provide a brief comment about your experience with Weyshen

I sat in whilst Weyshen reviewed and re-arranged my Partner's Pension investments. I found that his advice and help was totally holistic and he didn't limit his time or range of advice.

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

Having retired from the NHS, I wanted to invest my pension lump sum for balanced growth

How has Weyshen Chiang helped you?

Weyshan was very clear from the outset about the options available to me based on my risk appetite. He was very measured in explaining everything and didn't try to rush at all at any stage. We had multiple meetings to achieve the desired outcome.

Have you seen the outcome you were hoping for?

Yes, I have invested in a balanced fund for long term growth.

What could they have done better?

Nothing. Very pleased with the whole process from the start and confident I got good, impartial advice.

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

As I am nearing retirement I wanted sound, impartial financial planning advice.

How has Weyshen Chiang helped you?

Weyshen has given me sound, measured and specific advice based on his clear market and product knowledge. He took full account of my risk appetite and desire for long term growth. I felt fully in control at all stages of the process and am very happy with the recommendations made, which I have taken forward.

Have you seen the outcome you were hoping for?

Yes, a balanced investment fund chosen based on my risk appetite and aimed at long-term growth.

What could they have done better?

Nothing. Weyshen is knowledgeable and engaging and has a genuine desire to get the best outcome for his clients, whilst making them fully aware of potential risks.

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

i recently sold a property and had a lump sum which i needed help with

How has Weyshen Chiang helped you?

Wince helped me understand the investment marketplace and helped me invest the proceeds

Have you seen the outcome you were hoping for?

its been a turbulent time but things are going well.

What could they have done better?

nothing

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

I needed help planning for my future

How has Weyshen Chiang helped you?

Wince was clear and was clearly an expert in his field. the meetings have allowed me to see clearly what actions i must take to make my money work better for me.

Have you seen the outcome you were hoping for?

its still very early stages but yes i believe so

What could they have done better?

n/a

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

received a lump sum payment

How has Weyshen Chiang helped you?

Wince provided really clear advice around my investment options. we discussed other areas such as pension and protection too.

Have you seen the outcome you were hoping for?

i have only just started working with wince but he has been extremely helpful and proactive.

What could they have done better?

nothing

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

My personal circumstances at work were changing and i was looking to maximise my retirement savings but to also simplify my arrangements

How has Weyshen Chiang helped you?

I had multiple pension pots with various providers and did not want the hassle of having to deal with so many different companies during retirement. Wince helped me bring them under one roof and also made sure I was on track for a comfortable retirement.

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?

Any advice from the bank was restricted to the limited range of bank products

How has Weyshen Chiang helped you?

Took a detailed look at my existing financial situation and discussed pros and cons for making everything more simple in the future.

Have you seen the outcome you were hoping for?

Early days, but happy with the changes made and the hoped for performance of various funds.

What could they have done better?

Nothing

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

My last adviser was employed by my bank, and consequently could only recommend products offered by the bank. This restricted the range of products and services available.

How has Weyshen Chiang helped you?

He has helped me understand the potential benefits of retirement planning and investments.

Have you seen the outcome you were hoping for?

It's early days, but I have every faith in Weyshen Chiang

What could they have done better?

Nothing.

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

As ive had many employers over my working life, ive also ended up with multiple pension pots set up with different providers, I wanted to transfer and combine these pots into my own personal pension

How has Weyshen Chiang helped you?

He took his time to explain the options available and the advantages and disadvantages of different scenarios. He was informative and patient. Wince kept it very hands off for me and did all the work for me whilst keeping me updated at each stage.

Have you seen the outcome you were hoping for?

I am very pleased with the outcome, Im glad I reached out to Wince as he has helped me combine my various pension pots and have agreed for Wince to become my IFA on a permanent basis.

What could they have done better?

I honestly cannot think of anything that could have been done better.

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

I received some Inheritance and was not sure what to do with it.

How has Weyshen Chiang helped you?

I've never had to deal with this amount of money before so I had no clue what to do with it. Ive been really impressed by how Wince was able to break down all the information into bite size digestible chunks. I now have a much better understanding of how investments work

Have you seen the outcome you were hoping for?

There has been a nice steady growth in my investment which I'm happy with

What could they have done better?

N/A

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

Uncertainty around my pension pots.

How has Weyshen Chiang helped you?

Wince was very knowledgeable and patient. His attitude and open approach was very reassuring and gave me the peace of mind I needed. He always kept me informed on the progress for each step. I would definitely recommend him to my friends and family, Wince is trustworthy and a delight to work with.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

No

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

I wanted advice on protection products to protect me as a director of a business

How has Weyshen Chiang helped you?

He helped me put into place key person insurance

Have you seen the outcome you were hoping for?

Yes, I'm now covered and my companies interests are also protected if I were to die

What could they have done better?

Na

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

My wife and I wanted to take early retirement but I was unsure if this was possible

How has Weyshen Chiang helped you?

Wince carefully reviewed our personal circumstances and has put together a feasible plan to allow me to enjoy early retirement

Have you seen the outcome you were hoping for?

It's been great, since our review , I've finally pulled the trigger and have given up work, the planning with wince was invaluable and he's shown me how to make the most of my money with government allowances and how to make it last.

What could they have done better?

Nothing comes to mind.

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

I wanted a better return on my savings than the bank and building societies are currently achieving.

How has Weyshen Chiang helped you?

Wince has advised on tax efficient investments that match my risk profile for the long term, hopefully to combat inflation

Have you seen the outcome you were hoping for?

Too early to say but the service and follow up has been exemplary

What could they have done better?

Nothing I can think of

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

I wanted independent advice and help to better plan my finances and investments, I was looking at moving from employed to self employed and wanted a better understanding of how I could make this work and to structure my investments accordingly.

How has Weyshen Chiang helped you?

Wince was really helpful and I feel like he went above and beyond, we went through in detail my current circumstances and how my finances would look in different scenarios, I now have a detailed plan in place. Wince also has given me hints on resources to file self assessment tax return amongst other things.

Have you seen the outcome you were hoping for?

Thanks to my meetings with Wince, I felt a lot more confident in making the switch to self employment and have since started my own business. My investments are also on track which is fantastic.

What could they have done better?

Nothing

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

I had some savings that we’re giving me no interest from my bank so decided to invest into the stock market with help from a professional.

How has Weyshen Chiang helped you?

I didn’t know where to begin with investing so after a couple of meetings with Weyshen he was able to understand my long term goals and helped me in the right direction.

Have you seen the outcome you were hoping for?

Its not been long but so far so good considering how the stock market has been in 2022.

What could they have done better?

Nothing, Would highly recommend.

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

I wanted to reduce my working hours but wasn’t sure how this was possible. I reached out to wince who was more than happy to help

How has Weyshen Chiang helped you?

We discussed how I could drop my hours and generate and income from my savings and investments

Have you seen the outcome you were hoping for?

I’ve been able to reduce my hours and the investments Wince arranged covers the shortfall

What could they have done better?

Nothing

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

We moved home and needed some expert advice on life insurance

How has Weyshen Chiang helped you?

Wince searched the whole of market to find the most appropriate solution for me and my family, we are now covered and feel at ease.

Have you seen the outcome you were hoping for?

Yes! Now fully covered it something was to go wrong

What could they have done better?

Nothing, Wince was fantastic

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

We moved home and after downsizing we had spare capital leftover and not really sure what to do with it

How has Weyshen Chiang helped you?

He helped me and my wife come up with an investment plan to set ourselves up for our future

Have you seen the outcome you were hoping for?

Yes the investments are doing well

What could they have done better?

Nothing

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

I needed my current insurance policies reviewing as in place for sometime.

How has Weyshen Chiang helped you?

Wince really clearly laid out my options with well evidenced solutions when it came to protecting my income and critical Illness needs.

Have you seen the outcome you were hoping for?

Yes I now feel I have the right protection in place to support my future goals should something go wrong.

What could they have done better?

Nothing I thought Wince was very thorough, professional and keen to really put my needs and requirements first in the actions he recommended for me.

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

We were in need of updated life insurance.

How has Weyshen Chiang helped you?

He found the best suited cover for us within our price range.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

N/A

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

Long termed investment

How has Weyshen Chiang helped you?

He helped me find good growth products that underpinned my personal risk appetite

Have you seen the outcome you were hoping for?

I have broadly seen the outcomes I wanted, noting, of course, the current world financial climate

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

General discussion on mortgages and market trend.

How has Weyshen Chiang helped you?

Great advice around mortgages.

Have you seen the outcome you were hoping for?

Yes, this has allowed me for future planning for me and my family.

What could they have done better?

Nothing.

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

Having retired 4 years ago, I was looking for proactive relationship along with a more dynamic, innovative approach with regards to preserving and drawing from my pension fund.

How has Weyshen Chiang helped you?

Weyshen understood my needs at the outset and has been great at suggesting alternatives and putting a different perspective to the options. He is so easy to deal with, approachable and very generous with his time.

Have you seen the outcome you were hoping for?

We’re work in progress currently and there’s quite a way to go. I’m very happy with how it’s going so far.

What could they have done better?

Not applicable at the moment.

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

I needed support around investments and pensions

How has Weyshen Chiang helped you?

Explained everything clearly with no pressure, and I feel I have a better understanding of how it all works.

Have you seen the outcome you were hoping for?

Still early days yet but things are looking promising.

What could they have done better?

Currently nothing different

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

I had money sat in my account earning no interest. I wanted to make more use of these.

How has Weyshen Chiang helped you?

Wince listened to my needs and understood what I was looking for and helped advise me how best to use my funds. He also explored other areas such as protection as he saw I hadn’t set up any protection for my family. He was very knowledgeable and personable. Really made me feel at ease and I felt that I had received sound advise which I understood and what I needed

Have you seen the outcome you were hoping for?

Yes I feel that my money is safe but working harder for me and I don’t feel like it’s set In an account doing nothing. I also have peace of mind that my family are protected.

What could they have done better?

Do they were amazing.

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

Wasn't happy with the perfermonce of my existing investments and wanted a fresh perspective / new ideas to improve my position longer term.

How has Weyshen Chiang helped you?

I met Weyshen for a number of meetings where I was provided a range of in depth information and options for my wealth with varying risk and performance potential. Following this I was confident to review my wealth portfolio and improve the returns I was previously seeing.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Weyshen

I highly recommend Weyshen. He is such a genuine and nice person but more importantly his energy and passion is so refreshing for an IFA. He is very knowledgeable across all areas and great a planning the whole financial situation whilst also explaining in an understanding way. I would highly recommend Weyshen.

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

I was unhappy with the service provided by my previous adviser where I felt more like a number rather than a client, I was referred to Wince by a family friend whom also has had dealings with him.

How has Weyshen Chiang helped you?

Wince allowed me to fully explain my financial circumstances, at times I found it difficult to correctly articulate my positions but Wince was really patient and knew what to ask to get a good understanding of my position. We proceeded to review my investment portfolio and he gave me a better understanding of the current economic situation.

Have you seen the outcome you were hoping for?

Absolutely, Wince provided a detailed report on what we should be doing next and why. So far my portfolio is performing as intended and I'm extremely pleased with the results.

What could they have done better?

Nothing that I can think of