What were the circumstances that caused you to look for a IFA?
Review of finances.

How did Helen Mulvaney help you?
Moved investments around.

What is your current situation? Have you seen the outcome you were hoping for?
Ongoing improvement.

How do you rate Helen out of 5?

J - Verified Client since 2014

 

What were the circumstances that caused you to look for a IFA?
We felt we had been mis-sold an investment bond by our existing financial adviser. Having just moved to Devon, we decided to approach Richmond Financial Services for advice.

How did Helen Mulvaney help you?
Helen advised us to report our previous financial adviser to the Financial Ombudsman, as she believed that our funds had been placed in a high risk investment, and we were most definitely cautious investors. Initially we hesitated to take action, believing that tens of thousands of pounds had been ‘lost’. Without Helen’s full support and encouragement to take such action, we would never have done so.

What is your current situation? Have you seen the outcome you were hoping for?
Yes. We received full compensation.. for which we are indebted to Helen. Helen then sorted out our pension and annuity and has given advice on other investments for the past seven years, always keeping us updated and we meet up on an annual basis.

What could they have done better?
We do not think Helen could have done better in any way.

How do you rate Helen out of 5?

V - Verified Client since 2008

 

What were the circumstances that caused you to look for a IFA?
I needed advice on how to proceed with my personal pension pot.

How did Helen Mulvaney help you?
With her financial product knowledge and expertise Helen was able to secure a pension package which suited my requirements.

What is your current situation? Have you seen the outcome you were hoping for?
I am now in receipt of my pension package and undoubtedly without her advice, assistance and expertise I would not be in this position.Kind regardsHelen.

How do you rate Helen out of 5?

Helen - Verified Client since 2015

 

What were the circumstances that caused you to look for a IFA?
We needed help with long term financial planning, in particular around pension options. Prior to our involvement with Helen Mulvaney we were both quite confused by the myriad products available. We needed someone with patience who would clearly explain all options.

How did Helen Mulvaney help you?
Helen Mulvaney provided guidance in terms of products appropriate to people of our age and also relevant for the level of risk we were prepared to take. She also helped with some other long term investments which have proved to be very sound.

What is your current situation? Have you seen the outcome you were hoping for?
We are both now enjoying retirement with good income levels and this is largely thanks to the advice and guidance provided by Helen Mulvaney.

What could they have done better?
We could not fault her in any way.

How do you rate Helen out of 5?

Mark - Verified Client since 2003

 

What were the circumstances that caused you to look for a IFA?
I had money to invest and needed expert advice as I had little knowledge of the stock market.

How did Helen Mulvaney help you?
She provided sufficient advice to enable me to decide the level of risk I was happy to take. She then advised a spread of investments which would suit my requirements.

What is your current situation?
Have you seen the outcome you were hoping for? The investments are providing an”expected” level of profit which I am happy with. What could they have done better? Nothing.

How do you rate Helen out of 5?

Iris - Verified Client since 2010

 

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