The coaching session with Lydia in July was most helpful. After a questionnaire based assessment of my risk tolerance, the tools available on the Evelyn Best Invest website were explained. This helped to illustrate suggestions on achieving a balanced portfolio which matched my appetite for risk.As with others who had commented, the £1000 transfer bonus was somewhat opaque and Lydia spoke separately to colleagues to clarify this.Overall, a fruitful session with a well.prepared and informed consultant. Thank you.
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