Michael Weatherhead, Lincolnshire

14 Jan 2019
What were the circumstances that caused you to look for a Financial adviser?
Not happy with existing financial adviser in terms of investment performance.
How did James Espin help you?
Arranged transfer of funds and placement of investments.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing particularly. It was generally a slow process which was a bit frustrating but I have no reason to think there was much James could have done about it.

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