***** 5 out of 5
What were the circumstances that caused you to look for a financial adviser?
1.I had left employment and set up a business and wanted a pension plan. 2. I needed to remortgage our home as the fixed term had expired. 3. Moving my last employment pension plan that was not performing particularly well to a high performing one.
How did Daren help you?
Daren and his mortgage broker effectively advised on all of the issues fully explaining the impact of the actions that were proposed. The service is always of a high quality and bespoke to me.
Have you seen the outcome you were hoping for?
For all three issues I have achieved the outcome I was looking for.
What could they have done better?
Difficult to say how the service could have been improved. The high quality of service has been maintained by the use of MS Teams in lockdown.
