“Our experience with financial advisers over the years has not been very good. We have been sold products that have not been managed in any way. We were incredibly lucky to be put in touch with Kriss. Our initial objective was really just to get some advice on our investments and to consolidate our finances. We were also thinking about retirement at that stage.
“The first impressions of Kriss were extremely positive. We found him to be friendly and very knowledgeable. He listened very intently to what we said. He is extremely reliable and very hard-working for us – rather than coming with preprepared solutions. At no time have we ever felt under any pressure to take out a product that was not right for us.”
Mr Brown continued, “We have made some really good progress in terms of having our finances properly managed and planning for retirement. We have been really satisfied with the service, not just from Kriss but from Skipton Building Society in general – especially around the pension review which was conducted for us.
“Everything that has been provided to us has been well researched and very thorough, and whilst Kriss presents that to us, I know there is a good Head Office team backing him up.”
With their retirement approaching, the Browns plan to continue using the services of Kriss. “If I had to rate him on a score of 1 to 10, I would without question give him 10 out of 10 for the way he has approached it and designed solutions which really met our needs.
“I have already recommended the MII service to my son and to work colleagues, I think it’s a great service. I feel incredibly lucky to have a financial adviser from Skipton Building Society – I genuinely feel Kriss has made a difference to our lives.”
We can help you too
We can help you with a wide range of financial needs, including retirement and investment planning – helping you achieve your medium to longer-term goals and aiming to get you where you need to be.