Testimonials

Dear Kevin,

Thank you so much for the review yesterday. It was very reassuring and I am very grateful for your expertise.

It echos some of the items addressed in your recent Wealth Newsletter ( which I have now read fully!).

It really does help to have the expert advice, especially at times of your life when your circumstances change and there is so much to deal with. It can be very overwhelming.

I think it is excellent that you highlighted the financial pitfalls primarily affecting women. Seeking expert advice really does make a huge difference.  Sadly, not all women are able to avail themselves of this, for many reasons. 

Also, your newsletter was very readable and accessible, without needing a degree in Finance! 

Thank you again Kevin.

Name withheld

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

Several years ago, I was looking into retiring early, and needed advice as to whether this was possible.

How has David Mills helped you?

David discussed my financial circumstances, then reviewed and gave advice about investing my Pension pot. He explained how it was realistic option, so I retired in 2018. Since then David has monitored and given guidance about my finances, and takes the time for an annual meeting to update his records.

Have you seen the outcome you were hoping for?

Yes. Thanks to David’s expertise I am enjoying my retirement with no financial concerns. I have complete confidence in David’s judgement.

What could they have done better?

Nothing comes to mind.

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

Have been with Ridgeways for many years for financial advice, savings and pensions.

How has David Mills helped you?

David has helped me the most over recent years with help on my retirement and pension options. David helped me put the right pension facility in place to support me now and in the future. David spent a lot of time with me helping to consider the different options which was so important to deciding on the right pension that would support my retirement.

Have you seen the outcome you were hoping for?

So far I have seen the outcome I was hoping for.

What could they have done better?

There isn’t anything.