Investor Views: "I Trust My Adviser to Pick My Investments"

Ann Ward explains to Morningstar how finding the right financial adviser has boosted her retirement income and taken a weight off her shoulders

Emma Simon 11 November, 2015 | 10:13AM

Ann Ward says she finds financial jargon off-putting and investment strategies confusing. But this doesn’t mean she’s prepared to settle for a second rate service, or a poor return on her money. 

The over-riding reason for sticking with my adviser isn't just the returns, it's the service

She says she needed to get financial advice after he husband died two years ago, after a very short illness. “It was obviously a very difficult time, and I needed to get some help to sort out our finances. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BNY Mellon Real Return A GBP Inc122.38 GBP0.07
Murray Income Trust Ord748.02 GBP0.54
Troy Trojan Income I Inc161.17 GBP0.16

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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