What were the circumstances that caused you to look for a financial adviser?
I was looking to move my old company pensions into a new pension fund as I was looking to release my tax-free cash and defer an income until I fully retired.
How did Guy/Templar help you?
I was introduced to the company my mortgage advisor who has worked with guy for many years. Before I had met with Guy, I had spoken with two other financial planning firms. Guy helped me to compare the options of remaining in a company pension scheme against withdrawing funds and investing in a pension drawdown plan. Guy used plain language, always checking my understanding, explaining in detail the pros and cons of taking any chosen options. Since the original advice, Guy has provided regular updates and earlier this year help me withdraw some income as I was suddenly hit with serious illness. Guy has been there to support me and my family through this also.
Have you seen the outcome you were hoping for?
Yes – My funds were invested in a Drawdown plan and I have used my tax-free cash to pay off all existing debt and make the changes to my home we planned to see out the rest of our retirement. During the recent downturn in financial markets, Guy has kept me up to date, reassured when required, and secured the release of funds as requested.
What could they have done better?
Not a huge amount, I referred my sister in Law – who has been equally happy.
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