272 reviews | 8 verified advisers
Review for Gillian Walsh
What could they have done better?
I have had no indications that they could have
What were the circumstances that caused you to initially look for a financial adviser?
To get advice and sort out pensions
How has Gillian helped you?
Gillian has helped in many areas over a few years and have received sound advise
Have you seen the outcome you were hoping for?
Yes and more
Review for Alastair Hall
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Alastair helped you?
Explaining the possibilities
Have you seen the outcome you were hoping for?
Yes
Review for Tanya Martin
What were the circumstances that caused you to initially look for a financial adviser?
I wanted recommendations for how to get the best results for my various ISAs
How has Tanya helped you?
She organised them into one fund
Have you seen the outcome you were hoping for?
After a poor beginning,the fund was changed and there was a dramatic improvement
Review for Heather McConaghie
What could they have done better?
All good so far.
What were the circumstances that caused you to initially look for a financial adviser?
Needed to assess my pension pot and plan for retirement
How has Heather helped you?
Heather was extremely helpful and knowledgeable. She consolidated my different pension pots into one which allowed me to put a timeframe on when I could retire.
Have you seen the outcome you were hoping for?
So far, absolutely "Yes!" we are at the beginning of the journey with a lot more financial modelling to be done.
Review for Mark Weatherall
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Mark helped you?
He has helped me set up my retirement plan
Have you seen the outcome you were hoping for?
Yes
