What were the circumstances that caused you to look for an adviser?
I needed advice because I inherited a lump sum from my late aunt. This then caused my estate to exceed my inheritance tax limit. I was referred by a friend to see Tracy as she had looked after him for many years and Tracy came with glowing reviews.
How did Tracy Redshaw help you?
Tracy came to my house and she was patient with me, explaining all the different types of investments and made sure I understood everything before moving on. Tracy completed a detailed review of my situation and she wanted to know all my goals for the future. She made me more aware of what was important to me and what I wanted to achieve.
What is your current situation? Have you seen the outcome you were hoping for?
Tracy has invested the funds within a portfolio which is doing very well. She has also given me peace of mind knowing that my inheritance tax issue has been addressed. I have already had a review with Tracy and everything is looking very attractive.
What could they have done better?
I believe that Tracy has done everything possible to help my situation. I am very happy with the service and all her help that she has given me.
What were the circumstances that caused you to look for an adviser?
I was referred to Tracy from a friend (whom is absolutely delighted with her service) for some advice on investments. I have not seen my financial adviser for over five years although I do receive statements.
How did Tracy Redshaw help you?
Tracy explained her terms very clearly and she went through all the pros and cons. She certainly didn’t leave any stone unturned. Very knowledgeable and friendly.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more. Tracy has identified a plan for my investments and she was very clear about how her fees worked.
What could they have done better?
Tracy has done a fine job and I look forward to seeing her again in the future. I would certainly recommend Tracy to ANYONE.
What were the circumstances that caused you to look for an adviser?
Poor returns from share dividends and poorer from even 2-3 year investment/cash bonds meant advice was needed to at least keep up with inflation.Sale of a flat is expected to yield about 200k (after capital gains tax) has added to the need for help.
How did Tracy Redshaw help you?
Tracy was extremely thorough in discovering our true needs for financial help in managing short and long term eventualities. We felt much more comfortable as a result. It is early days with all that has been going on in the markets in the last year or so but we seem to have benefited already from the investment ISA’s she has set up for us both – better than those previously set up through our bank!.
What is your current situation? Have you seen the outcome you were hoping for?
Yes. So far so good – we are hopeful we can ride the storms with Brexit and the new US presidency!.
What could they have done better?
Cannot think of anything in particular.
What were the circumstances that caused you to look for an adviser?
I had some money I wanted to invest for my future.
How did Tracy Redshaw help you?
Tracy came to the house and went through all my options making things clearer so I was able to make the right investment.
What is your current situation? Have you seen the outcome you were hoping for?
I’m doing Stocks and Shares and it appears to be doing well.
What could they have done better?
Regarding my investment I don’t feel Tracy could have done anything better as it was all made clear and is runny no smoothly. I am more than happy.
What were the circumstances that caused you to look for an adviser?
We had a growing amount of savings and we were looking to earn as much interest on them as possible.
How did Tracy Redshaw help you?
Tracy advised us about transferring the bulk of our savings onto a managed platform which is earning more than any bank accounts’ interest. She also checked our current position with our pensions to advise us on the best way to save our money.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, we have made long-term investments but our savings are growing already.
What could they have done better?
I really can’t think of anything that Tracy could have done better. She has kept in touch with regular meetings and is always available via email or the phone if we need to ask a quick question between the regular meetings.
What were the circumstances that caused you to look for an adviser?
To put our finances in order and plan for the best choices available.
How did Tracy Redshaw help you?
She was patient , and understanding of our needs. Not at all pushy , and used jargon we understood. Checking at all times that we were aware of all the options put to us. Updating on our investment is carried out 6 monthly or whenever needed.
What is your current situation? Have you seen the outcome you were hoping for?
Within the remit of the financial market.
What could they have done better?
Miss Redshaw is very professional and personable . I would recommend her to anyone.
What were the circumstances that caused you to look for an adviser?
We have a number of shares and was not sure what we should do with them, in other words should we keep them. In addition we have received money from probate and also pension funds that we wanted to invest. With bank interest rates being so low we wanted a better investment.
How did Tracy Redshaw help you?
We knew Tracy from her previous employment where she worked on our behalf rather than the company. when she took on this role we decided that Tracy was the best person to give us advice. Tracy explains everything in easy to understand language and has often advised against investing in her parent company as other options are better.Tracy has advised us very well and to date we have made a good profit. She is professional enough to remind us that although we are doing well we could also lose money. She never hides the pitfalls.
What is your current situation? Have you seen the outcome you were hoping for?
We have seen great outcomes so far and are more than happy with the services provided. All products that Tracy recommends are suited to our needs and she makes sure that we are content with her ideas.We are more than happy with Tracy and the products she has recommended for us.
What could they have done better?
I am honest when I say that I cannot think of anything that Tracy could do better.
What were the circumstances that caused you to look for an adviser?
Required informed advice on getting the best returns on savings and investments.
How did Tracy Redshaw help you?
During a home visit explained in detail the risks and possible gains from suggested investments and handled transfer of existing funds to better performing investments. She also keeps regular contact in person and by mail giving updates on fund performance and is always readily available for advice if needed.
What is your current situation? Have you seen the outcome you were hoping for?
Yes most definitely. I have every confidence in Tracy to manage my investments and would certainly recommend her services to anyone requiring financial advice.
What could they have done better?
I cannot think of any aspect of my association with Tracy that could be improved upon.
What were the circumstances that caused you to look for an adviser?
We wanted to plan for retirement and make sure our money was working for us.
How did Tracy Redshaw help you?
By providing clarity on our options in laymans terms.
What is your current situation? Have you seen the outcome you were hoping for?
We were happy with the recommendations and currently progressing our drawdown option.
What could they have done better?
Satisfied with all aspects of services provided and still providing
