February 2021
I have known Bill in his capacity as a Financial Adviser working for Prudential since July 2016.
He contacted me to offer a review of my Prudential pension, which I accepted. At that time I didn’t need to make any changes, but at the meeting with Bill, he was friendly, knowledgeable and professional in his approach. He listened to my questions and concerns and was able to give clear, authoritative and reassuring responses.
In 2017 I met with Bill again to discuss some plans I had. He explained the need for and advantages of advice, the complete process of assessing my financial circumstances including the pension, understanding my future financial requirements and objectives, suitability for reinvesting. And initiation of the action needed was carried out by the Prudential in line with explanations given by Bill at the outset.
Since taking up the initial financial advice, I have since met with Bill each year to discuss additional financial planning. Bill has provided a prompt response to any further questions arising and has ensured that information requested on the performance of my investments is readily available.
I am pleased to report that so far that the advice appears to be sound with performance in line with the expectations given by Bill. This has enabled me to look at my future plans with confidence.
March 2021
Throughout the two and a half years or so that Bill has been my Adviser he has always been able to help sort out various aspects of my financial planning, always on hand to discuss any questions or issues that I have had.
Bill took time to understand my circumstances and what I wanted to achieve going forward. He talked me through my pension options and explained how each could work. He took me through and explained some retirement scenarios based on my circumstances and objectives for the future. He explained other areas of financial planning and we were able to deal with those as well.
After our first meeting Bill kept me informed of the progress he was making on my case.
At our next meeting, Bill explained the recommendation in full including the next steps in the process. Answering any questions that I had in an open and clear manner.
His friendly and approachable manner has made what can be a complex situation very simple and straightforward.