I was initially looking for a financial advisor who could give me an overview of whether my works AVC funds were performing in an acceptable way - as I had not idea.
I posted a request on a website that connects the public to financial advisors and within 30 mins I was speaking with Stuart Anthony from Continuum.
I have requested help, for the same issue, of previous advisors, and never managed to find anyone who was willing to take the time to assist with, what might be considered, an insignificant request.
Stuart was extremely pleasant, down to earth, and easy to talk to. He immediately understood what I needed, and offered me a one off, face to face meeting to review other areas of my finances as well.
I took Stuart up on this, and he
generously offered me a very helpful assessment of my AVC's, performance as well as giving me advice on how I might best invest some additional funds.
My overall impression of Stuart was that of a genuine, knowledgeable, generous and skilled advisor, who seemed willing to assist and take time with clients at every income and wealth threshold.
I am glad to have connected with Stuart, will certainly use him for future financial advice, and I would definitely recommend him to others.
Thanks for your kind words, Joasia! We're glad Stuart provided the excellent service you deserve and we look forward to assist you again in the future.