What were the circumstances that caused you to look for a financial adviser?
After taking early retirement I needed independent, trustworthy advice on managing my pensions/lump sum.
How did Wayne Slater help you?
Wayne has always, in my opinion, been honest and trustworthy in all of our discussions. He is local and accessible and gave me invaluable advice during our first meeting. We meet regularly to look at how my investment/pension is performing and his friendly, relaxed approach has helped me to consider issues around my financial situation that I would not have thought of myself.
Have you seen the outcome you were hoping for?
Yes, I have never had any concerns regarding Wayne’s approach and advice relating to my financial situation. It’s very difficult when you are making life changing decisions to be sure you are being advised appropriately. Many years ago I was given poor advice by a bank and Wayne has managed to gain my trust despite this.
What could they have done better?
I can’t think of anything that could be improved.