Meet Ann, Northamptonshire

My name is Ann Wheatley. I come from Northampton originally, I’ve never moved way. I’m an accountant by profession.

In actual fact, it was upon advice I selected the [adviser] I selected – and I’ve settled with Marc. My situation wasn’t a particularly pleasant one at the time and I felt quite vulnerable. Marc managed to make me feel more confident about at least the financial elements that I needed to concentrate on at that time for me and my three children. There was a very professional and comforting way of handling what was quite a difficult time.

I needed help with my pension. That was an area that Marc helped me with; he came up to my house, asked me lots of questions, gave me lots of advice and steered me down the right road to make my pension grow.

The relationship I now have with Marc is that he’ll call me with things that I may not be aware of that could be beneficial, he’ll advise me where my risks level should be now. It’s become a kind of a friendship. You’ve got to trust someone that’s managing your money. What’s been good about it primarily is the fact that Marc took me on as a client when I was sort of mid-life. So not right at the beginning, where you’ve got lots of time to accumulate something substantial for your retirement. He took on a challenge: I was in my 40s, and so we’ve got less time to work with. And he has managed to put me in a position where now, through his work, I don’t feel the need to have to chase him up on anything, I don’t feel I need to be keeping an eye on anything. It’s not an area I know a huge amount about. He looks after that for me and he does it very well.

In my time dealing with Marc, there’s lots of financial jargon that I wouldn’t know or understand. Marc puts it in layman’s terms, so that it’s simple to understand. You don’t feel confused and if there is anything technical that can only use that word, he takes time to make you understand what it means and what it means to you.

I’d be very comfortable recommending Marc and Insight Wealth to anyone else who has pensions that I feel sure he could improve on – and currently I’m in the process of doing exactly that.