I wanted advice on investment and retirement planning, I am so busy with my own business and family that I donâ€™t have the time to sit down and organise this, so I needed an outlet and a professional I could rely upon.
I was recommended to Anderson Wealth by our Accountant. I visited their offices and had a 1 hour private consultation with Joe, at their expense.
We discussed various areaâ€™s of my financial planning requirements, aspirations for the future, my plans for retirement, investment and pension accounts currently held, and Joe gave me a few ideaâ€™s of how he could help and any costs that would be involved. By the end of the meeting I had a much clearer picture of what my financial future could look like.
I was very pleased with what I heard in the meeting, and after a short period of reflection I contacted Joe and instructed him to move forward to the next phase.
We met face to face again and Joe gathered all the necessary information about my current accounts, investments, pensions etc. We also went through a risk profiling exercise, which identified that my current accounts were invested in far more risky assets than I had thought, and that suited my profile, which was a shock!
Joe got to work straight away, he analysed my pension provision, including the costs, and also the funds available in my current accounts.
He came back within a few weeks with a full report of recommendations, I was astonished to see the high charges I had been paying in some of my products!
I now have a streamlined portfolio of products, that suit my attitude to investment risk, are easy to understand, and also easy to monitor and administer, I see Joe at least on an annual basis and we go through the performance of my investments and make sure everything is on track with the retirement plan, it's a breath of fresh air, and my only regret is not getting things sorted sooner!!
Anderson Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England.Registered Office: Unit D1, London Road, Marlborough, Wiltshire, SN8 1LH No: 08318838
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