What were the circumstances that caused you to look for a financial adviser?
Initially we needed to arrange a pension and life insurance for my husband as I already had them in place.
How did Wayne Slater help you?
Wayne Slater of Spectrum has been our financial guru for more than 20 years. We have followed him as clients from company to company and were delighted when he established Spectrum. We have been advised on mortgages, investments, insurance and pensions and have always had impeccable service and excellent advice on what would be most appropriate for us. Spectrum can help in so many ways and together we review our financial investments and pensions on a regular basis to make sure we are still receiving the best that is available that suits our situation. We are long-standing Spectrum clients and would recommend the company to anyone who is serious about understanding their finances and having them managed effectively.
Have you seen the outcome you were hoping for?
Yes indeed. We paid off our mortgage early, I took early retirement and we are now enjoying our life with a good income.
What could they have done better?
Nothing I can think of.