327 reviews | 8 verified advisers
Review for Heather McConaghie
What could they have done better?
Nothing - her advice and information provided was excellent.
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of pensions and wanted advice on what I should do with them and if they should be consolidated.
How has Heather helped you?
Heather gave professional advice, face-to-face, at a time that suited me, and spoke in simple, easy to understand language.
Have you seen the outcome you were hoping for?
Yes
Review for Tanya Martin
How has Tanya helped you since your last review?
Tanya has continued to monitor my financial portfolio and allay some of my nervousness over a particularly volatile time.
Review for Diane Pankhurst
What were the circumstances that caused you to initially look for a financial adviser?
I did not know enough about pension options that were open to me.
How has Diane helped you?
Diane has helped me to understand my best options and to be able to retire a few years earlier that I originally thought possible.
Have you seen the outcome you were hoping for?
Yes.
Review for Jay Price
What could they have done better?
No complaints
What were the circumstances that caused you to initially look for a financial adviser?
Proper pension advice
How has Jay helped you?
Simple.explanation of how best to invest for my future.
Have you seen the outcome you were hoping for?
Yes
Review for Gillian Walsh
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on investments.
How has Gillian helped you?
Gillian provides friendly, professional advice and makes complex financial information easy to understand. I would recommend her to anyone needing financial advice.
Have you seen the outcome you were hoping for?
Yes, Gillian's advice and guidance has delivered the outcome & return I had hoped for.
