What were the circumstances that caused you to look for a Financial adviser? Pension advice. Chris was very helpful and professional. What could they have done better? Nothing

What were the circumstances that caused you to look for a financial adviser? I had multiple Pensions which needed looking at. How did Chris Clark help you? Chris and his team successfully re-arranged my existing pensions. Have you seen the outcome you were hoping for? Yes very much so.

What were the circumstances that caused you to look for a financial adviser? A period review to ensure present policies were meeting expectations How did Chris Clark help you? Reviewed existing policies and advised where changes were needed Have you seen the outcome you were hoping for? - yes

My partner and I were looking to consolidate legacy policies under the guidance of a professional advisor. Chris has looked after us ever since as we are extremely happy with his advice and the subsequent performance of the portfolio Chris was instrumental in consolidating numerous underperforming plans, and ensuring our future needs were planned for. He never comes in with a “hard sell”, quite the opposite in fact, he only ever makes recommendations based on fact and our own aspirations. Have you seen the outcome you were hoping for? - Very much so! Performance has been above our expectations. It’s hard to see what Chris could have done better. He was extremely thorough in his reviews, keeps In contact regularly and is proactive in terms of advice and guidance.