Autonomy Wealth Ltd

My wife and I were looking for reliable, sound financial advice after inheriting a fairly large legacy. We also had some existing investments. The financial markets seemed confusing and a little daunting so we needed reliable, up to date advice and planning for the future. Craig assessed our requirements in a very professional manner taking into account our attitudes to risk, and requirements for future financial stability. This was explained in a very straightforward way and Craig has been a constant reliable source of advice, changing investment portfolio's to suit our needs as we approach retirement. At times the financial markets can seem scary given the economic climates we have gone through over the past 17 years or so. Craig is always on hand to reassure us, and tweak our investments to ensure the best possible returns. A very safe pair of professional hands. We are more than happy with the advice we have received over the years. The documentation is always straightforward and in a format that is understandable. The advice and investment planning that has been given by Craig has given my wife and I an extremely favourable financial future, and we are looking forward to a retirement that will be very comfortable & suits our needs. Our investments have grown very well and in a way we never thought possible. To summarise, we are extremely satisfied with all the advice and planning Craig has and is continuing to give, and at a very reasonable cost. It has given us complete peace of mind. We would recommend Craig to everyone looking for financial & retirement planning,. Quite simply we are very satisfied and in our opinion the service is first class

While I was working I needed to make my savings efficient to supplement my and my wife's pensions in future. I had previously managed my and my wife's savings myself, mostly, but not all, in ISAs and other tax efficient products. However we had never taken a proper look at our objectives and attitudes and ensured that our savings portfolio was designed to support them. Craig undertook a thorough appraisal of current and likely future objectives and our attitudes to risk. Then he examined our existing savings and made recommendations to enable these to match our objectives. Later on retirement he modified our savings from a growth based approach to an income based one. In addition he took us through planning for inheritance tax. His recommendations were made in writing but also accompanied by regular personal visits. Charges were made clear and have represented value for money, I could not have managed our savings as efficiently or as productively myself. While growth based our savings increased substantially in value and now that we are taking income to supplement our employment pensions, this is very tax efficient and is giving us income without at this stage eroding capital. In addition he advised my wife on timing and products for switching life insurance policies into an annuity. He could live closer - I'm joking, he takes the time to drive several hours to see us on a regular basis.

I wished advice on retirement and looking to invest my portfolio and gratuity for future growth and income. We met Craig on several occasions prior to my retirement to ensure that he understood my needs and I was fully aware of the products that were available. I have found his advice to be truly Independent, tailored to my needs and financially sound. An honest advisor he has always delivered his guidance in a clear, logical and precise way. Not one to sit back on his Laurels he has been diligent in monitoring my investments on a regular basis and if required advising me to modify the portfolio to ensure the best results. My returns have been in line with or better that expectation. He advised my wife on her annuity and her results were much better than we could find at the time. It is very difficult to see what could have been done to improved his advice. We had many meetings and conversations which ensured the service was what was needed.