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Talis IFA's Testimonial

What were the circumstances that caused you to initially look for an adviser?

I spent the first 23 years of my adult life in the Military. I required professional financial advice when I resigned from the Military and entered the contractor environment.

How has Jamie Hilsdon helped you?

Jamie managed the transfer of my Military pension into a private Pension fund and furthermore structured and managed my investment portfolio.

Have you seen the outcome you were hoping for?

My investment portfolio has experienced satisfactory growth under the current tumultuous global financial environment. My investments grew while others were significantly losing their investments.

My long-term prospects/outcomes are currently sound.

What could they have done better?

I am highly satisfied with the manner in which Jamie managed my portfolio over the past eight years. I am certain that there was not much that he could have done better.

- November 2023
This testimonial was successfuly verified by other source.