William Smith

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

I needed advice about my pension.

How has William Smith helped you?

He help advise the best way to consolidate my pension and release 25% of the pension fund.

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 wanted a local advisor that I could meet face to face and discuss my requirement, Will fulfilled these for me.

How has William Smith helped you?

Will has helped the set up of my Pension Draw down for the future retirement.

Have you seen the outcome you were hoping for?

Seeing growth in my investment, hope this continues

What could they have done better?

Nothing really, help exactly in the area I needed.

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

I needed an IFA to act on my behalf dealing with two pension companies.

How has William Smith helped you?

Will has been so helpful in dealing with my pension. Straight, no messing around and talks a financial language I could understand. Will made me feel at home, relaxed and above all  I trusted him with my pension.

Have you seen the outcome you were hoping for?

Yes, very much so. Will's guidance and advice help made my decision very easy.

What could they have done better?

I have no issues with Will at all. I highly recommend him.

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

Needed advice for pension and best choices for me

How has William Smith helped you?

Good advice and expertise on the best plans available to me

Have you seen the outcome you were hoping for?

Not yet awaiting reply’s from pension provider

What could they have done better?

Nothing I think I got the best advice available to me

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

How has William Smith helped you since your last review?

William consistently monitors my selected portfolio of plans I have 3 elected revenue portfolio where my funds are proportionally spread. At my annual meeting he had to hand the performance of each pot and and noted underperforming one. He said that one of them was lower than he liked but had noticed it was at that stage showing signs of recovery at a better rate. My attitude towards my investment is cautious and felt relieved that he puts such scrutiny into my policies. I really believe if he had any real concerns he would advise immediate action. It's not cheap to get his services he is competitive and well worth taking his advise seriously. He has advised on financial aspects as well such as when I should consider drawing down my pot and taking the tax free benefit. My pot is not huge but a sizeable amount so maximisation is essential. I need to get returns annually over and above higher rate savings accounts which I remain confident he will eceed