Didn’t hear from my previous adviser for years so I needed to get my finances sorted
I hadn’t heard from my previous financial adviser, from another company, for a few years. I needed to get my finances sorted out before reaching retirement age. Scott advised me as to my options and showed me comparisons between what I was doing and what I could be doing. He then set me up with what I believe is a lot better package with all my finances.
I’m very pleased with the return I’m getting from the arranged plans. I know that if I have any issues I can call Scott, or email him at any time and he will get back to me. If I thought Scott could have helped me any better I know I can mention it to him – but I haven’t needed to.