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Talis IFA's Testimonial

What were the circumstances that caused you to initially look for an adviser?

I had various pensions from different employers over the years. I have no interest in pension or tax matters but knew I ought to be responsible and check my financial position as I approach retirement in a few years. So, I wanted someone trustworthy and knowledgeable who would review my position, suggest sensible courses of action and, hopefully, leave me without ever having to think about pensions again (or at least not for several years).

How has Jamie Hilsdon helped you?

He fulfilled my brief, professionally, efficiently, and in a friendly manner. My pensions will now be consolidated. Jamie also pointed out that I had a forgotten fund that would not be worth significantly more if I kept it until retirement. That gave me an unexpected and welcome lump sum and regular, if small, monthly payment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

- November 2023
This testimonial was successfuly verified by other source.