Testimonials.

How has Kay Mechial helped you since your last review?
He has supported me in making changes to my long term investment and in reviewing my pension contributions/options this year.

What were the circumstances that caused you to look for a financial adviser?
Specialist financial advice
How did Kay Mechial help you?
Provided excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Na

Kay provided clear, concise and very honest information to me. Very down to earth and clearly demonstrated he had mine and my families best interests at heart. Very impressed with the service.

How has Kay Mechial helped you since your last review?
Kay has helped me increase my income protection and also find an appropriate life cover and pension now that I have become a home owner. Kay is always very honest, helpful and responsive. I feel so much more confident in taking control of and protecting my income and planning for the future. I can't recommend him highly enough!

What were the circumstances that caused you to look for a financial adviser?
Looking for extra financial security in the event of a worst case scenario (Life & Critical Illness Cover)
How did Kay Mechial help you?
Kay helped identify providers that would insure me with my unique requirements & conditions. He was also instrumental in chasing and pushing these providers to ensure it was completed accurately and in a timely manner
Have you seen the outcome you were hoping for?
For the most part yes, still very much awaiting Vitality to update and sync their internal systems to reflect the bolt ons to their own products
What could they have done better?
The original data capture / entry form was captured via telephone, which meant spelling mistakes had happened in the transcribe. Time and effort could have been saved by allowing myself to enter the information and questions unique to the providers.... then having a phone call to verify the information afterwards.
 

What were the circumstances that caused you to look for a financial adviser?
I wanted to maximise my pension
How did Kay Mechial help you?
We discussed my plans for the future and how everything would work if I were to transfer my pension.
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
Nothing. Kay has been exceptionally helpful and kind.

What were the circumstances that caused you to look for a financial adviser?
Look to retire in the next 6 years
How did Kay Mechial help you?
Finacial planning , pension transfer, and savings review
Have you seen the outcome you were hoping for?
Too early to see
What could they have done better?
Nothing

What were the circumstances that caused you to look for a financial adviser?
Retirement planning
How did Kay Mechial help you?
Put things into perspective for me.
Have you seen the outcome you were hoping for?
Not yet. Too early.
What could they have done better?
Nothing

Kay helped me to understand my situation following a significant change. He was professional, thoughtful and polite. He put me in touch with another professional as needed. Really happy and will go back to him when I need more advice.
 

Kay was very helpful. He asked a lot of questions about my circumstances and my future plans to get to know my plans betters. He is punctual, reliable and very respectful.