618 reviews | 21 verified advisers
Review for Neil Wilson
What could they have done better?
I have no complaints.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to get advice on different defined contribution pension pots and also needed advice on how to take income from them.
How has Neil helped you?
Yes, he has advised on both areas, what to do with the pots, where to imvest the money and how to take money out in an efficient way. He monitors the position annually so adjustments can be made if necessary.
Have you seen the outcome you were hoping for?
Yes, over the past 4 years everything has worked well. It is a complex subject and because one is reliant on the future income for an unknown period it is important to get advice.
Review for Mark Russel
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement.
How has Mark helped you?
Offered advice and helped clarify plans and plan ways to protect against inheritance tax.
Have you seen the outcome you were hoping for?
Yes we are in the process of putting Mark’s recommendations into action.
Review for Rob Squibbs
What could they have done better?
Everything has gone very well
What were the circumstances that caused you to initially look for a financial adviser?
As the only child I inherited money from the sale of my father's house in 2008 and worked with various advisors to develop this as an investment. Rob became my advisor at the end of my working life, 15 years later.
How has Rob helped you?
Rob has helped me to understand my options for lump sums and monthly retirement income, explaining the pros and cons of each clearly. I had 7 years until I received my state pension at the point of retirement and this was earlier than I expected.
Have you seen the outcome you were hoping for?
I am now 3 years into retirement and the financial model we agreed has worked very well, offering me flexibility to establish my new lifestyle beyond work
Review for Rob Squibbs
What could they have done better?
We are highly satisfied and look forward to similar results in the future. We appreciate the volatile nature of investing.
What were the circumstances that caused you to initially look for a financial adviser?
Prior to my wife retiring she attended a retirement seminar and a representative from True Bearing gave advice. Following a home visit from a representative from the company we felt that True Bearing would be a good option for both of us.
How has Rob helped you?
Following the initial meeting with the company representative, Rob Squibbs came to see us and gave his advice. We immediately both felt comfortable with Rob and also with the advice he was giving. Our financial relationship with Rob goes back some 13 years and throughout this period we have looked forward to his comments and reassurance. We are impressed by his personal approach and friendly nature and attitude.
Have you seen the outcome you were hoping for?
Very much so.
Review for Neil Wilson
What could they have done better?
Faster return on investments.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Neil helped you?
I feel that Neil, is very good at understanding our financial needs, he explains everything in a way that is easy to understand.
Have you seen the outcome you were hoping for?
We are getting there, it’s been slow but this has been due to market circumstances.
