I received back investment advice & pension advice for 3 members of my family and investments for my parents.
Jeremy was very helpful he explained things very well and dealt with my parents who are both in the 80’s with sensitivity. He dealt with all the excessive paperwork all of us had, and now we have investments and pensions information which is all together on our own accounts, and can be checked for progress at any time. I have found that if I have a query it is dealt with straight away and we feel comfortable with the team involved in asking questions.
There was no pressure at all. Everything was done quickly (as requested) as we wanted to move from previous advisor ASAP.
Jeremy came across at initial meeting as a very likable person and by the end of the meeting I felt comfortable dealing with him.
We had lots of problems with previous advisor and needed to move our investments away from him. Some of these investments and pensions are still ongoing as we have had to involve the ombudsman and Jeremy listened to the problems we had and advised the best way he could in this situation.
I asked him to also help with my parents investments as they had got to the stage where they did not know what they had invested and where with previous advisor.
The vast amount of paperwork they gave him must have taken some time to sort out and when the investments had been moved and re-invested he took all the old paperwork away to shred for myself and my parents.
He is now looking at my sons pensions and hopefully will be able to do the same with my husbands if he gets anything back from complaint to ombudsman. Now most of this sorted it is a great weight of my mind.
I would recommend him to friends and family.
Adviser: Jeremy Bostock Advice received: Investment Advice & Retirement Planning