255 reviews | 8 verified advisers
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
I moved from being a sole trader to a Limited Company, and felt as though this warranted a proper chat about my financial plans, pension, and insurance. I saw Heather speak at a Women in Business NI event and immediately reached out.
How has Heather helped you?
Heather took her time to have a very long chat with me about my financial concerns and thoughts, and was incredibly reassuring and made everything very simple to understand. She sourced income protection and gave me great advice about future planning. We then worked with Heather (our first choice!) when it came to look for a new mortgage when moving house, and once again her services were exceptional. Nothing was too much and she kept in touch regularly throughout the process, even after we'd secured the mortgage.
Have you seen the outcome you were hoping for?
Yes and yes! Cannot recommend Heather enough - she's our port in a storm.
Review for Tanya Martin
What could they have done better?
Nothing I was very happy and pleased with the service I received from all the team.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to look at my pension options.
How has Tanya helped you?
Met with Tanya and discussed and organised the transfer of my pension that offered me a better return.
Have you seen the outcome you were hoping for?
Yes
Review for Norman Butler
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
I turned 55 and was looking info on my 25% tax free lump sum.
How has Norman helped you?
He put everything in place and made it easy for me.
Have you seen the outcome you were hoping for?
Yes
Review for Norman Butler
What could they have done better?
I honestly don't think the service Norman provided could have been dealt with any better, excellent service
What were the circumstances that caused you to initially look for a financial adviser?
Mortgage transfer
How has Norman helped you?
Norman has helped me with my pension. He explained the process in a way that it all was easily understood. His advise was most helpful and he made me feel at ease
Have you seen the outcome you were hoping for?
Yes
Review for Heather McConaghie
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to withdraw 25% of my pension
How has Heather helped you?
Heather was professional, friendly honest,
Have you seen the outcome you were hoping for?
Yes
