Stuart Smith

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

I transferred out of a defined benefits work pension.

How has Stuart Smith helped you?

Stuart keeps me regularly informed of factors which affect my investments and the best options that are available to me.

Have you seen the outcome you were hoping for?

Yes, I am very satisfied with the advice I receive and how my pension investments are performing.

What could they have done better?

Nothing really.

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

Initially, I wanted advice on combining various pensions and look at insurance and protection. My circumstances changed due to a tragic life event which Stuart was able to support me through by helping to contact and claim insurance providers.

How has Stuart Smith helped you?

Other than the support during my drastic change in circumstances, Stuart has provided consistent advice about my pension and investments and keeps me well informed of any changes.

Have you seen the outcome you were hoping for?

Yes, I am happy with all outcomes.

What could they have done better?

There is nothing that I can think of that they can do to improve at this time.

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

Retirement plan

How has Stuart Smith helped you?

Help plan my pension and manage my retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No sure

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

Approaching retirement

How has Stuart Smith helped you?

Managing our investments and forecasting our future needs and options

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 had retired from work and needed some financial advice

How has Stuart Smith helped you?

Stuart has advised on the appropriate way to invest our savings, provided pension advice and given us peace of mind that our money is being very well looked after

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that comes to mind

Please provide a brief comment about your experience with Stuart

We came to meet Stuart to look at possibly moving my father-in-laws accounts from out side of the area, Stuart was fantastic - he was patient and calm with my father-in-law whom was anxious about leaving the firm he was with due to being with them for over 50 years. Stuart took time to explain the full process and explained everything clearly and simply. We have since been to see Stuart for a second appointment to clarify the finer details as well as ask specific questions regarding other accounts which needed to be addressed, again Stuart explained everything in a simple and understandable way, there were a couple of things he was unable to answer there and then during this appointment but we received an email 3 days later once he has sourced the answers. Fantastic service

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

I am a Director in a Company that has been running for 2 years and wanted to invest money into a private pension / investment

How has Stuart Smith helped you?

Stuart explained things extremely well, was patient, made sure I understood his advice and was always available to answer any questions.

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?

As a complete novice with regard to financial affairs I wanted some good advice.

How has Stuart Smith helped you?

Stuart has given me excellent advice on my financial situation and has always been available if I have any questions

Have you seen the outcome you were hoping for?

Yes, my finances are in a healthy position at present

What could they have done better?

I cannot think of anything that could have improved my situation.

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

I am a director of a small/medium rapidly growing company and required urgent - trustworthy, transparent and pro active financial advice regarding my company and personal financial situation.

How has Stuart Smith helped you?

Stuart was very pleasant, welcoming, professional and most importantly for me, honest and made things easy to understand. Stuart helped me to understand my financial options regarding my limited company, pensions, personal investments and how any implications of the choices I made would impact upon me in the short and longer term. Stuart gave me clear, honest and direct advice on a number of occasions, even when some of my choices were complex and not ideal for me personally. Stuart was easy to reach and came back to me quickly regarding queries I had on several occasions.

Have you seen the outcome you were hoping for?

Yes. In respect of the urgent situation I was in at the time, I obtained the best possible outcome I could and I hope to keep working with Stuart in the future. I liked and respected his professionalism and his ability to be direct and honest yet understanding and empathic towards my needs and situation.

What could they have done better?

Not much really, I was more than happy with the service I received.

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

To get advice on current pension pots we had

How has Stuart Smith helped you?

Yes

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?

After being self employed for many years, and inheriting money, and reaching retirement age we needed advice about how to make our money last for the rest of our lives, and support our children too.

How has Stuart Smith helped you?

He's simplified our savings and made them match our financial personalities and values better than previous financial plans had. And he appears to have set us on a financial course that will suport our requirements - which is very reassuring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything

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

Selling our company and retiring.

How has Stuart Smith helped you?

He has been invaluable in ensuring our finances are planned and managed, giving us security now and for the future as much as is possible. He advised on inheritance tax insurance we which now have giving us peace of mind should anything happen to us.

Have you seen the outcome you were hoping for?

Yes

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

saving for the future

How has Stuart Smith helped you?

with anything that i needed

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not sure on that one

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

Retirement plan

How has Stuart Smith helped you?

Gave advice on my retirement investments

Have you seen the outcome you were hoping for?

Yes my pension is well cared for

What could they have done better?

Not sure

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

Financial matters for my very elderly mother and my own pension planning.

How has Stuart Smith helped you?

Stuart has for many years advised, guided and informed me on a variety of financial matters in a highly professional and efficient way, he is always friendly and sets the pace of any meeting or discussion that ensures I fully understand the matter at hand and feel confident. Additionally Stuart is friendly and approachable.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

I can think of nothing that could be improved.

Please provide a brief comment about your experience with Stuart

Approachable, helpful, responsive and experienced.

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

Looking for protection and life insurance policies after buying house and having kids.

How has Stuart Smith helped you?

Before we met Stuart we were pretty clueless about what we needed with regards to protection policies. Stuart informed us, gave advice and guidance without being pushy. It enabled us to make informed decisions based on good, sound advice.

Have you seen the outcome you were hoping for?

Yes, and more.

What could they have done better?

I don’t think he could have done anything better. We were really pleased with his advice.

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

Early retirement/ pension advice

How has Stuart Smith helped you?

Pension / investment advice

Have you seen the outcome you were hoping for?

Yes , not doing to badly considering the war in Ukraine and now Israel

What could they have done better?

Nothing

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

Planning for retirement

How has Stuart Smith helped you?

Given us real practical advice, pointed us to things we didn't know about re Tax Relief etc

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Occasionally we need to chase follow ups

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

Poor service from my previous advisor

How has Stuart Smith helped you?

Honest and clear advice, based on real world experience

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Messed up one number on first draft, maybe should have been spotted in checking

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

Approaching retirement and wanted to review my financial position.

How has Stuart Smith helped you?

Stuart reviewed my financial position prior to retirement to give me a clear perspective on what monies were available to assist with the retirement decision.

Have you seen the outcome you were hoping for?

Yes, now a year into retirement.

What could they have done better?

Nothing obvious to include here.

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

Was in business in Carlisle many years ago and AW were our accountants and advisors.

How has Stuart Smith helped you?

Sound advice and explaining everything in full. His friendly manner is excellent.

Have you seen the outcome you were hoping for?

Yes-very reliable and helpful over the years.

What could they have done better?

Nothing I can think of. The market reports which are regular and the webinars are appreciated.

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

To consolidate 2 pensions into one

How has Stuart Smith helped you?

Stuart helped organise monthy payments from my new pension provider & looked into reducing HMRC payments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Northing

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

Impending retirement

How has Stuart Smith helped you?

Given solid advice on my investment

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 wished to transfer from a defined benefits company pension scheme,

How has Stuart Smith helped you?

Stuart has been informative and helpful in advising us regarding our investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much really.

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

To simply make the best use of our income.

How has Stuart Smith helped you?

He’s straight forward and doesn’t use too much jargon.

Have you seen the outcome you were hoping for?

Generally yes we’ve had good returns from our investments.

What could they have done better?

Sometimes we have to chase for a response to queries.

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

Recommended by an existing client and family member

How has Stuart Smith helped you?

Professional and easy to understand advice. Allowing me to take my retirement sooner and with confidence.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing b

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

We were not happy with the situation regarding our pension schemes. We therefore needed help from a company such as Armstrong Watson.

How has Stuart Smith helped you?

Again - very much so.

Have you seen the outcome you were hoping for?

Yes - very much so.

What could they have done better?

We don't believe that he could anything other than the efforts he has put into our financial situation.

Please provide a brief comment about your experience with Stuart

Stuart is easy to talk to and explains things in an understandable manner

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

Initially wanted business financial advice but quickly realised how important it was to have personal advise too

How has Stuart Smith helped you?

Stuart is down to earth and explains everything in layman terms which is what I needed. He is a person I trust and has been extremely helpful to me and my family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything that could have been done better. He is a star

Please provide a brief comment about your experience with Stuart

Stuart provided very clear easy to understand information on my financial situation. We discussed all options available to me, and Stuart clearly pointed out the pros and cons of these options. I would certainly recommend this service to others seeking financial advice.

Please provide a brief comment about your experience with Stuart

Succinct and to the point

Please provide a brief comment about your experience with Stuart

After an initial introductory meeting with Stuart I came away with a clearer understanding of immediate requirements regarding my Pension arrangements. I must say that Stuart was very professional and most informative throughout the entire session. I came away with a completely different outlook on my best options to those that I went in with. This is testament to Stuarts unique ability to comprehensively discuss and explain my pension options whilst maintaining a level of detail understandable to the 'non-professional in the pension world' like myself. Without any hesitation, I would highly recommend him to any friends / family requiring financial advice

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

Planning retirement and investments

How has Stuart Smith helped you?

Pension investment advice Equity investment Raising of equity for house purchase and reassurance on courses of action

Have you seen the outcome you were hoping for?

We feel we have had good advise in extremely unstable times

What could they have done better?

Nothing as far as we know

Please provide a brief comment about your experience with Stuart

Really useful insight into the options available. Appreciated the straight talk and if circumstances are right going forward I will seriously consider working with Stuart going forward

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

Took early retirement. Stuart provided the advice and guidance we needed in order to transfer out of company pension into self invested personal pension.

How has Stuart Smith helped you?

Explained and completed the transfer out process clearly and completed a full financial family review of investments and tax implications.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing always explained clearly

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

I am approaching my retirement date.

How has Stuart Smith helped you?

Sound easily understandable advice.

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 Stuart Smith helped you since your last review?

He has kept an "eye" on the market and rise and fall of necessary commodities in relation to our pensionable income. We are kept well up to date on all and any changes. Excellent service - "Better than it says on the Tin"!

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

Pension

How has Stuart Smith helped you?

Last 4years

Have you seen the outcome you were hoping for?

I think so

What could they have done better?

Nothing

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

Looking forward to retirement and needed advice with investments and pension transfers.

How has Stuart Smith helped you?

He was very helpful in explaining finances and pensions to myself, someone who have very little understanding of the systems which helped immensely in decision making. And will always be there and answer any questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can't think of anything at the moment.

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

How has Stuart Smith helped you since your last review?

Absolutely. Although the markets have Ben volatile and largely negative regular contact keeps me informed.

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

I was looking at options to see if it was possible to retire early

How has Stuart Smith helped you?

AT this stage Stuart has given me a lot to think about

Have you seen the outcome you were hoping for?

The first meeting with Stuart was very informative.

What could they have done better?

I can honestly say nothing could have been done better

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

I was looking for advice on where best to invest a sum of money to help with my retirement

How has Stuart Smith helped you?

He has helped us chose the best areas in which to invest our capital

Have you seen the outcome you were hoping for?

Yes and i suppose based on our attitude to risk it has been satisfactory up to now

What could they have done better?

With all what has gone on over the last few years i dont suppose we could have done much better than we have, but at the moment we have seen a slight downfall due to the poor financial situation in the country.

Please provide a brief comment about your experience with Stuart

Great initial chat, clarified a lot of my misconceptions and already has a viable way forward to assist in my retirement.

Please provide a brief comment about your experience with Stuart

My initial inquiry was answered within a couple of hours and my appointment with Stuart answered a lot of the concerns I had regarding my potential retirement. Should I decide to proceed with Stuarts services all fees and costings were explained so no surprises, and I'm sure he will be able to deliver on my high expectations.

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

Approaching retirement age and was wanting advice on our current financial situation regarding retiring in the near future.

How has Stuart Smith helped you?

Covered various aspects of our finances, explained clearly what options available to us, assessed and confirmed our individual approaches to risk regarding money, explained timeframes to consider, format of investment options.

Have you seen the outcome you were hoping for?

We have received good advice and how to progress with our finances when retired.

What could they have done better?

Nothing springs to mind. At early stages and hope schemes our money has been put in progresses well.

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

Redundancy at nearing retirement

How has Stuart Smith helped you?

Stuart has helped me in many ways spending time analysing my financial situation and finding the best possible solutions for myself and family.

Have you seen the outcome you were hoping for?

Absolutely YES

What could they have done better?

No I have experienced a highly professional service throughout.

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

How has Stuart Smith helped you since your last review?

Always there with a quick and considered answer to my financial needs.

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

Looked for long term financial planning to protect savings/investments.

How has Stuart Smith helped you?

Stuart talks through all my investments with me and gives me the information needed to understand the markets. He’s very professional but friendly and helpful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really. Very professional company, easy to deal with.

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

I have a number of pensions on which I needed advice

How has Stuart Smith helped you?

Was able to give me an overview of current situation and suggested ways forward

Have you seen the outcome you were hoping for?

introductory overview of the pensions revealed that more investigation is needed

What could they have done better?

Nothing

Please provide a brief comment about your experience with Stuart

Stuart spent time to explain the services provided and to understand my financial circumstances to help me decide if use of an IFA was right for me; honest advice with no heavy sales push.

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

We are looking to take early retirement and had a number of pensions due to moving jobs over the years.

How has Stuart Smith helped you?

Provided sound financial advice and the options available with regards to our pension situation. This gave us a greater insight into our future financial situation. Good advice also given on investments as this was an unfamiliar area for us.

Have you seen the outcome you were hoping for?

Without a doubt.

What could they have done better?

Nothing.

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

Pension Advice

How has Stuart Smith helped you?

Providing sound advice

Have you seen the outcome you were hoping for?

Too early to say

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

looking to retire early

How has Stuart Smith helped you?

provided financial forescasting, provided options for income protection insurance and different funds to invest in

Have you seen the outcome you were hoping for?

not yet. too early yet

What could they have done better?

nothing really. advice seems sound and he delivers on any actions he takes

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

Approaching planned retirement age and required confirmation that this would be financially viable and advice on approach to taking or delaying taking private and work pensions and the best approach to consolidating these and other investments to secure our future.

How has Stuart Smith helped you?

Advice received to approach to taking and consolidating pensions and other investments to achieve financial confidence for retirement.

Have you seen the outcome you were hoping for?

Yes. The financial viability of retirement was confirmed and advice received on approach to taking and consolidating pensions and other investments.

What could they have done better?

Stuart provided the advice required.

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

Made redundant

How has Stuart Smith helped you?

Helping me understand my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Stuart

Myself and my husband came in for a meeting with Stuart on 24/Jan /2022 Speaking personally I have a fear of doing anything out of my comfort zone and he immeadiately made me feel comfortable and at ease. I know nothing about financial markets etc Stuart spoke to me and not at me, helped me to understand things easier. We wouldnt hesitate to recommend him or your company to friends Thank you Stuart

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

I find Stuart someone who you can trust and he listens before offering his expert advice. Stuart provided me with financial advice and planning for the future.

How has Stuart Smith helped you?

Stuart went through each aspect of the financial advice at a pace which enabled me to clearly understand the options. I found this approach very helpful.

Have you seen the outcome you were hoping for?

Yes and a greater insight into other options which may be relevant for the future.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Stuart

Stuart was excellent in providing initial guidance and advice relating to pension transfer process and also giving me clarity around the complex tax issues associated with pensions. The initial meeting was friendly and to the point, giving me clarity on all my main questions and concerns. I will certainly consider Stuart as a trusted advisor when considering my next steps in Financial Planning. The offices are easy to access and the welcome was warm when entering reception.

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

How has Stuart Smith helped you since your last review?

Following the last review where the fund value had gone down Stuart’s explanations about the markets and the impact of the pandemic, Brexit etc. gave me reassurance and confidence that the position would improve. Which it has.

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

How has Stuart Smith helped you since your last review?

Stuart has continued to provide me with valuable advice on pension and retirement planning. Stuart is proactive which is much appreciated.

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

Being very uninformed on anything financial I realised I needed some good advice on my pension choices.

How has Stuart Smith helped you?

He gave friendly but informative advice, explaining my best options clearly and concisely and is always there when I need help.

Have you seen the outcome you were hoping for?

So far so good during what has obviously been a challenging time for everyone.

What could they have done better?

I am unaware of anything that could have been done better.

Please provide a brief comment about your experience with Stuart

Very friendly felt at ease he made everything easy to understand would recommend him to anyone

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

We have been with AW for a considerable number of years by recommendation

How has Stuart Smith helped you?

By explaining the current financial situation relative to our pensions which he manages for us, during our review held on the 29th October. We are not “financial” people and his explanation could have gone over our heads, but no his explanation was at a level we could understand and appreciate.

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing - Stuart was EXCELLENT

Please provide a brief comment about your experience with Stuart

Excellent service, broke everything down in to easy to understand terms, I would highly recommend Stuart.

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

Move to a local supplier

How has Stuart Smith helped you?

Clearly explained everything and even agreed to use the Transact Platform which we were using with the previous adviser but Stuart didn't use.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing so far

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

Planning for retirement.

How has Stuart Smith helped you?

He helped me to consolidate my savings and plan effectively for my retirement. Stuart is very approachable and I trust his advice. He has answered any questions or queries in a timely and clear manner.

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 Stuart Smith helped you since your last review?

it has been a difficult time for everyone and Stewart went through all the ups and downs of the financial situation at the moment.

Please provide a brief comment about your experience with Stuart

I went into this meeting in a complete muddle about inheritance tax and the surrounding strategies. Stuart gave 2 hours of time to us and clarified the situation point by point. He then indicated several possible mitigation strategies and their inherent costs. I came away from this meeting understanding where myself and my wife stand in relation to IHT at the moment, how to assess where we will be in future, and what strategies we can opt for to reduce our IHT liabilities. I could not ask for more from this meeting and do not hesitate to recommend a meeting with Stuart if you have IHT issues. There was no charge for this initial meeting.

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

Pension advice

How has Stuart Smith helped you?

Guided me though tax rules

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Service was great

Please provide a brief comment about your experience with Stuart

Stuart was professional, knowledgeable, honest, and personable. He is very clever, listened well, quickly assessed my situation, and advised as to what was best for me and my circumstances. I left the meeting feeling reassured, clear about my choices, and confident that I had found someone I would trust with my future finances.

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

I was retiring and needed professional advice.

How has Stuart Smith helped you?

He provided a professional service that addressed all our needs. He presented his findings and recommendations in an easy to understand format. He took the time to explain in detail the minefield that is pension and investment planning so we fully understood and were comfortable with what steps we were taking.

Have you seen the outcome you were hoping for?

Absolutely, he tailored our investments to are risk tolerance and has such achieved and in fact exceeded our expectations.

What could they have done better?

It’s difficult to find or identify an area for improvement as we are really happy with the outcomes of our dealings with Stuart.

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

I am about to semi-retire and received from my employer pension details with variuos options which I did not fully understand.

How has Stuart Smith helped you?

I am extremely grateful for Stuart's wealth of knowledge and talent plus his kind nature and ability to explain (and in my case repeatedly re-explain) the meaning of information and figures. Stuart is always ready to inform, guide and discuss and with an easy manner that is both reassuring and bolsters confidence.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Stuart

Very helpful

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

pending retirement of myself and my wife

How has Stuart Smith helped you?

he insured all pensions we're paid correctly. He gave full and clear explanations on risk and investment. All delivered in a friendly and easy to understand way.

Have you seen the outcome you were hoping for?

Yes we are very happy with the investments made and advice given.

What could they have done better?

not applicable as all was very well done

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

Reaching retirement age and having capital to invest

How has Stuart Smith helped you?

Giving advice on investment, which so far is showing a reasonable return

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 Stuart Smith helped you since your last review?

Stuart continues to offer sensible, practical and easy-to-understand advice, guiding us through the difficult world of finance.

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

I inherited money from my mother that I wanted to invest and I didn't know where to start. There was also money for her grandchildren that had to be put into trust, as stipulated in the Will.

How has Stuart Smith helped you?

We discussed my financial priorities and what I wanted to do with the money and my timescales for investment. I was very inexperienced and Stuart explained everything very clearly to me. I felt confident following his advice. He was extremely helpful with setting up the trust funds as there was an ambiguity in the wording of the Will which caused some confusion.

Have you seen the outcome you were hoping for?

Yes. My investments are now 2 years old and have been through a tricky financial climate with the global pandemic but we are still ahead of schedule on reaching my investment goals.

What could they have done better?

I have been very happy with everything Stuart has done for me. Any communication between us, or with his assistant Emma, has always been promptly answered. I feel very confident letting him guide my investments.

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

How has Stuart Smith helped you since your last review?

Keeping us updated over this lockdown period.

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

Need to explore better returns from savings.

How has Stuart Smith helped you?

Stuart outlined options , discussed these in a very practical way and highlighted levels of risk and potential opportunities. He arranged for us to undertake take and understand our risk profile.

Have you seen the outcome you were hoping for?

Yes. Especially maintaining growth above inflation.

What could they have done better?

Keep doing what they do best?

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

Advice on my company profits.

How has Stuart Smith helped you?

By explaining in a very understandable fashion so that we trust his very good advice.

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?

Retirement

How has Stuart Smith helped you?

Advices on retirement pension and investment

Have you seen the outcome you were hoping for?

Yes

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

Long term investment for my daughter

How has Stuart Smith helped you?

Clearly explained everything so that I understood the investment I was making etc. Answered any questions I had. Always on hand if needed. Very professional service

Have you seen the outcome you were hoping for?

Definitely. Very pleased with the service so far

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

How has Stuart Smith helped you since your last review?

As above