Bob, Lincoln

14 Jan 2019
What were the circumstances that caused you to look for a Financial adviser?
I had some choices about ongoing pension income and lump sum.
How did James Espin help you?
James assisted me through this process.
What is your current situation? Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I made a fairly straightforward request of James and he gave me a straightforward assessment

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