626 reviews | 22 verified advisers
Review for Susan Nelder
What could they have done better?
Nothing that I can think of. Always available for advice
What were the circumstances that caused you to initially look for a financial adviser?
To make the most from an inheritance and to improve my personal pension for my retirement
How has Susan helped you?
Susan has taken over from my previous adviser who moved on. Any concerns that I may have had about starting all over again were soon dispelled. Susan is very easy to talk to and put my mind at ease. Apart from an update on my current investments, we discussed tax efficient ways that I could access both my savings and pension when the time comes Looking forward to our next meeting
Have you seen the outcome you were hoping for?
Early days but I am very confident that I am in good hands
Review for Mark Russel
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Approaching Early Retirement
How has Mark helped you?
Financial Planning
Have you seen the outcome you were hoping for?
Early days yet
Review for Neil Wilson
What could they have done better?
Neil kept me up to date with everything and he answered any questions very promptly whilst the process of moving the pension progressed. I was also impressed that Neil came to my house to conduct the meetings. I don't think anything could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to retire and required specialist advice about opening a private pension to access pension income
How has Neil helped you?
Neil set about understanding my needs and was very thorough when going through various options looking at all my saving, pensions and lifestyle criteria to obtain the best way forward for me to take a pension income to bridge the two year gap before I receive my state pension. He looked across a range of pension providers and especially those which would split my pension pot across different portfolios to best grow my investment. We had several meetings to make sure I was totally happy before I proceeded.
Have you seen the outcome you were hoping for?
Yes - Neil's advice has enabled me to draw a pension income for my needs. The pension is being invested very well and I am very happy with the results so far.
Review for Rob Squibbs
What could they have done better?
Nothing. I have no concerns.
What were the circumstances that caused you to initially look for a financial adviser?
Preparing for my retirement and needing pension advice.
How has Rob helped you?
Rob always ensures my best interests are central to his advice. He has assessed safe risk for my investments and listens to my lifetime goals. He has spread my investments over a range of products so that market changes are less problematic.
Have you seen the outcome you were hoping for?
Yes. My initial investment has grown. Rob explains all financial figures and answers questions in a respectful manner using plain language.
Review for Susan Nelder
What could they have done better?
To be very honest I'm not sure how the last 12 months could have been better. Fantastic advice given, wonderful performance on my pension, outstanding profit
What were the circumstances that caused you to initially look for a financial adviser?
Susan is my financial adviser from Amber River
How has Susan helped you?
Susan looks after my pension and provides a face to face assessment yearly. She is very confident, reassuring and provides top advice to meet all my pension needs
Have you seen the outcome you were hoping for?
Totally satisfied with how my pension has performed over the last 12 months. Low / medium risk with excellent profitable return
