400 reviews | 7 verified advisers
Review for Heather McConaghie
How has Heather helped you since your last review?
Heather has helped pool my pension pot under one provider which is much easier and transparent to manage. Also helped with finding the best ISA accounts to invest in. Also provided advice on minimising tax via an employers pension scheme.
Review for Diane Pankhurst
What were the circumstances that caused you to initially look for a financial adviser?
We needed help with pension planning and drawdown
How has Diane helped you?
Diane has good knowledge and able to advise on all my questions
Have you seen the outcome you were hoping for?
Yes
Review for Diane Pankhurst
How has Diane helped you since your last review?
As I was looking to drawdown extra finance on my pension she was able to guide me in the process, and was going to organise this for me.
Review for Tanya Martin
What could they have done better?
Nothing ! Tanya is a consummate professional , always aiming to provide 5 star treatment which she does with ease , I’m always made to feel welcome when I go to Tanyas office to discuss options and I know she’s always available for a chat if I need any advice and guidance
What were the circumstances that caused you to initially look for a financial adviser?
Needed quality advice re investment of work pension following retirement
How has Tanya helped you?
Tanyas help and guidance had been invaluable in explaining the best products on offer to me
Have you seen the outcome you were hoping for?
Absolutely , my investments recommended by Tanya have been very fruitful
Review for Gillian Walsh
How has Gillian helped you since your last review?
provided more ideas to save and make use of all tax breaks
