201 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for Heather McConaghie

May 2024

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

house move

How has Heather helped you?

I have been a client of Heater's for a number of years. She and her colleagues have provided excellent service in financial matters and I would highly recommend.

Have you seen the outcome you were hoping for?

yes

Review for Diane Pankhurst

May 2024

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

Pension

How has Diane helped you?

She has helped with my pension, mortgage and insurances and has been superb

Have you seen the outcome you were hoping for?

Yes

Review for Diane Pankhurst

May 2024

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

Initially the setting up of a pension

How has Diane helped you?

She has advised very well on my pension and recent mortgage before moving house

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing a very professional friendly service

Review for Norman Butler

May 2024

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

Turning 55 years old I wanted to see were I stood with my pension

How has Norman helped you?

Greatly. His patients with me and how easy he explains everything to someone like myself who didn’t understand the workings of pensions. Also very thorough.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much more, everything was professional and thorough and 99.99% accurate on the figures.

Review for Mark Weatherall

April 2024

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

Buying a new home

How has Mark helped you?

Organised a new mortgage and suitable life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Mark was patient and provided pacifying guidance when sale of home went wrong. He was quick to find a silver lining in all the setbacks encountered in house selling and purchasing.