Kerry Woodcock

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

I needed to arrange insurance cove for my wife and i, Kerry was recommend to me by a friend.

How has Kerry Woodcock helped you?

Kerry was great in understanding exactly what type of cover my wife and i required, gave us all possible options clearly and costed, so we were able to make an informed decision based on all levels of cover available to us, within our set budget.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing! Kerry was is approachable, efficient and precise.

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

We took out more money on our mortgage and Kerry helped assist us with better protection.

How has Kerry Woodcock helped you?

As above, she is so knowledgeable and really helped get us the best deal and the best coverage for what would work best for us.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing. She was great!!

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

Fixed rate mortgage was coming to an end and insurance and protection review.

How has Kerry Woodcock helped you?

Kerry worked hard to find us the most suitable products for our requirements. If we were unsure of anything Kerry would as able to fully explain it to us so we had a clear understanding of the products that suited us best.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.

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

I actually had life planning advice with Kerry initially looking to create a Will, Power of Attorney and look at Pensions - generally organising essential life planning.

How has Kerry Woodcock helped you?

Kerry met me for a consultation where we discussed at length my personal circumstances. Kerry was utterly professional, non judgemental and honest in what I shared with her and what she advised best for me as well as feeling in good hands that she'd seel advice for some queries we had for my direct situation- which she did! As a result Kerrys advice led me to consolidating my pensions and ensuring by the end of 2024 my POAs were in place having been thoroughly considered for my situation. The process of setting up my Will is ongoing (its on me to consider my wishes and get that ball rolling!) and I look forward to working with Kerry on that matter.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

NA

Please provide a brief comment about your experience with Kerry

Kerry explained everything very clearly and made the process simple to understand. She answered any questions I had fully, giving me confidence in her services and in her level of customer service.