I had a stocks and shares ISA set up in 2006 but it hadn’t been doing very well and I had not been contacted at any point by my financial advisor to review it .
Stuart at Hall-Ward IFA took a look at it and immediately identified it was underperforming and that any interest it was earning was swallowed up in fees. He has now moved it to a much better performing managed platform with lower fees. The changeover has been handled with efficiency and professionalism and he will arrange to meet yearly to discuss the progress and suggest changes if needed.
Stuart has also done a great job of advising and changing over my life insurance policies to something more comprehensive as well as cheaper in addition to setting up a private pension. He has kept in contact throughout the application process and been able to meet at a convenient time for myself to go through any paperwork.
All in all I am extremely happy with the service and would highly recommend Hall-Ward IFA.