Weyshen Chiang

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

My business has been doing very well recently, my accountant recommended I speak to Wince to review my financial planning needs.

How has Weyshen Chiang helped you?

We have set up a company pension scheme and we are now saving tens of thousands on corporation tax each year.

Have you seen the outcome you were hoping for?

Couldn't be happier

What could they have done better?

Nothing?

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

I needed help from a knowledgeable independent financial adviser, we discussed tax efficient investment strategies and ways to extract capital out of my business.

How has Weyshen Chiang helped you?

As always 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.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

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?

So so good. Hes kept me on track and provides financial coaching and I feel like I've learned so much since beginning my journey with Wince.

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 completed our annual review recently and i've been really pleased. Nothing came as a surprise as im in regular contact with Wince.

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?

Very happy with how things are going, Wince is in regular contact and is always extremely helpful when I need him.