314 reviews | 8 verified advisers
Review for Gillian Walsh
What were the circumstances that caused you to initially look for a financial adviser?
old age
How has Gillian helped you?
advice and planning
Have you seen the outcome you were hoping for?
yes
Review for Diane Pankhurst
What could they have done better?
Nothing mi happy with what is happening
What were the circumstances that caused you to initially look for a financial adviser?
My Previous management team was taken over by a larger company and could not look after my aconts.
How has Diane helped you?
She has taken all my information and is going foreword with it.
Have you seen the outcome you were hoping for?
It is being worked on at the minute
Review for Diane Pankhurst
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To check over my personal pensions
How has Diane helped you?
Very informative, have very useful advice.
Have you seen the outcome you were hoping for?
Yes
Review for Diane Pankhurst
What could they have done better?
I wished I had of sought advice well before I have now.
What were the circumstances that caused you to initially look for a financial adviser?
I had not reviewed my pension in years and needed advice.
How has Diane helped you?
Yes Diane helped me greatly providing advice and ensuring I understood all the options available to me.
Have you seen the outcome you were hoping for?
Hopefully over the next 10 - 15 years.
Review for Prem Gurung
What were the circumstances that caused you to initially look for a financial adviser?
We were due a review
How has Prem helped you?
Prem was very accommodating as our time was very limited
Have you seen the outcome you were hoping for?
All good
