286 reviews | 8 verified advisers
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I want to have a solid plan in place for my future retirement.
He has been an excellent advisor, and over the years, we've developed a strong friendship. He's consistently been a great help, offering valuable guidance and making thoughtful adjustments to my investment plans whenever needed.
Markets have been hit hard recently however, the current plan has recovered extremely well. Things are heading in the right direction with good growth overall.
No suggestions on this
I needed 3 pensions consolidated and advice on how best to utilise pension income as retirement was getting close.
Jay facilitated my pensions consolidation and highlighted the options open to me regarding income. He also got me focused on understanding what my financial goals are for retirement.
Yes, I'm happy with the current progress.
Looking at mortgages
Given both mortgage advice and pensions advice
Yes
Nothing.
I wanted to receive professional advice regarding best provider for pension, mortgage and investments.
Diane has been a great help, providing clear and transparent information which has helped guide my decisions to ensure I make the correct financial decisions for my future security.
Yes, so far it has been positive.
Nothing I was completely satisfied either the service and advice I got from Heather and she explained everything in great detail as I had no knowledge on investing in the right places.
Retirement, and wanting to know best place to invest my lump sum
She has really helped with her knowledge and advise on where best to invest my lump sum due to retirement and my circumstances.
Not yet as it’s a long term goal investment