549 reviews | 19 verified advisers
Review for Susan Nelder
What could they have done better?
We like the regular annusl review. We would like this to be more often, however Susan is available to contact fir advice at any time.
What were the circumstances that caused you to initially look for a financial adviser?
When my husband and I retired we wanted advice how best to manage our retirement funds. It was quite scary having a larger pot of money than we were used to, knowing we needed it for our future and to enjoy retirement. Neither of us came from financial background.
How has Susan helped you?
Susan has taken time to get to know us and what is important to us. She listens. Susan provides excellent financial advice and communicates options in a way that we understand then enables and supports us in making our own decisions. We feel we can trust her implicitly in helping us make financial decisions. We feel she genuinely has our best interest at heart.
Have you seen the outcome you were hoping for?
We are pleased with the results of our investments so far. We appreciate the support and giidance given.
Review for Susan Nelder
What could they have done better?
I feel my policy is currently in a very good position, so I'm not sure what more could have been done.
What were the circumstances that caused you to initially look for a financial adviser?
I initially looked for an advisor after I had got divorced, as I wanted to know if I was still on track to retire before state pension age.
How has Susan helped you?
Susan has helped me check everything, including risk and expectations. She was thorough, informative and I now feel better placed to make the decisions I need to, in the near future.
Have you seen the outcome you were hoping for?
The last 12 months have seen great growth. It has exceeded where I thought it might be, so yes I have.
Review for Rob Squibbs
What could they have done better?
At this stage, nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I had several pensions from various jobs over the years and I didn't know what to do with them in terms of investment. I felt as though I was losing out on increasing the values due to lack of knowledge.
How has Rob helped you?
Rob has been a great help in bringing together all my pensions, providing adive on the best ways to use what I have and also ensuring the value of each pension element was maximised.
Have you seen the outcome you were hoping for?
Absolutely! The growth in some of the investments has been great, I would not have seen this if I had just left them to stagnate.
Review for John Brady
What could they have done better?
No issues, John has beena thoroughly professional and helpful specialist Advisor throughout the development, growth and delivery of my planned pension package
What were the circumstances that caused you to initially look for a financial adviser?
Establishing a private pension fund
How has John helped you?
in all aspects of product selection, options and investments etc.
Have you seen the outcome you were hoping for?
yes, as planned
Review for Rob Squibbs
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
I approached Rob for advice on pensions and retirement planning.
How has Rob helped you?
Rob took the time to understand my situation and desired outcome and was able to explain everything in a way that was easy to understand.
Have you seen the outcome you were hoping for?
I have seen great returns on my investments which has allowed me to retire earlier than initially expected.
