133 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for Ben Hall

April 2024

How has Ben helped you since your last review?

Ben has helped me so much. I have property overseas to finance & use his advice to manage this.

Review for Ben Hall

March 2024

How has Ben helped you since your last review?

Ben has a great amount of experience in the industry, so had some great advice on what to do. He helped educate me on financial planning and since investing with him, my funds have performed well. His office are very friendly and Ben has always done a great job, so have since introduced him to people in my family and friends, who also can't speak high enough about him. Would 100% recommened.

Review for James Westpfel

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Wanted to sort out my numerous pensions

How has James helped you?

Not been with him long. But seems ok so farv

Have you seen the outcome you were hoping for?

Far too early to tell

What could they have done better?

Everything ok so far

Review for James Westpfel

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

wanted to update our finances; felt like we needed to change our plans

How has James helped you?

very patiant and explained things thoroughly

Have you seen the outcome you were hoping for?

hopefully we will in the near future

What could they have done better?

nothing - he was great

Review for James Westpfel

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Wasn't happy with previous adviser

How has James helped you?

Simplified Inveestments

Have you seen the outcome you were hoping for?

Early days