Services

What were the circumstances that caused you to initially look for an adviser?
Being self employed and not paying into a pension

How has Connel Burt helped you?
Annual review on all pensions and what future investments to make

Have you seen the outcome you were hoping for?
Not yet as only first anual review and due to Covid-19

What were the circumstances that caused you to initially look for an adviser?
Needed to invest money for retirement

How has Connel Burt helped you?
Transferred our existing investments to new investment managers hoping for a better outcome

Have you seen the outcome you were hoping for?
Appears to be positive so far

What were the circumstances that caused you to initially look for an adviser?
As the financial climate changes, alongside personal circumstances it was important for me to identify a financial adviser that was trustworthy and able to interpret my personal circumstances and utilise them to recommend the best products on the market for me.

How has Connel Burt helped you?
Connel has assisted me with impartial advice on pension transfers and pension fund selection. My personal situation and the strategic goals that I was aiming to achieve were fundamental to the recommendations that Connel offered. I have seen my funds not only survive but thrive in the current volatile market conditions. Factual advice on assisting elderly relatives negotiate the myriad of options available to finance their latter years has been made available in an honest and sympathetic manner. Annual reviews have centred on changes in my personal circumstances as well as performance of the funds where my investments have been placed. Connel is an ‘honest broker’ when it was not possible for him to offer advice suited to my own personal situation for certain products this was declared up front.

Have you seen the outcome you were hoping for?
I have been extremely satisfied with the initial approach, guidance and ongoing advice offered by Connel.

What were the circumstances that caused you to initially look for an adviser?
I had changed jobs and needed to review my protection.

How has Connel Burt helped you?
He listened, made me feel very comfortable, I didn't know much about different protection needs and he explained each area in a way that I understood.

Have you seen the outcome you were hoping for?
Yes, over and above, Connel keeps in touch regular and I am now fully covered which gives me and my family peace of mind.

What were the circumstances that caused you to initially look for an adviser?
Wanted the most out of our savings and wanted Connel to have a look at our pensions and could see if we were getting the best offer.

How has Connel Burt helped you?
He wanted a lot of information about our outgoings and what we were using our money for. About what kind of life we lead , holidays etc. Did we have a mortgage? What were our plans for our money, when would be planning to retire. He was so professional and caring and just wanted to do what was right for us. The meeting wasn't rushed and there was no hard selling .

Have you seen the outcome you were hoping for?
With an investment it takes time so it's better left for a long while and with the state of the market just now so pleased to leave it until it grows.

What were the circumstances that caused you to initially look for an adviser?
I had spare money sitting in a cash ISA that I was not receiving good interest on.

How has Connel Burt helped you?
Connel helped me realise that there was much more I could be doing in order to grow my money instead of leaving it where it was.

Have you seen the outcome you were hoping for?
Yes, since investing with Connel I have seen my funds grow to such point that I have been able to use them to buy my first home! He always takes time to speak with me on an annual basis to review my investment and to make sure I am still happy.