Stuart Smith

Please provide a brief comment about your experience with Stuart

Stuart is extremely knowledgable, thorough, patient and an excellent communicator. His advice is excellent.

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