383 reviews | 7 verified advisers
Review for Tanya Martin
What could they have done better?
Very helpful thus far
What were the circumstances that caused you to initially look for a financial adviser?
We had been referred to Tanya from accountant
How has Tanya helped you?
Tanys has helped us structure our personal finances and plan for future
Have you seen the outcome you were hoping for?
We are still in early stages so unable to comment
Review for Jay Price
What could they have done better?
All fine
What were the circumstances that caused you to initially look for a financial adviser?
Jay recommended by retiring advisor I'd used. I knew the family.
How has Jay helped you?
Advised on pensions investments etc.
Have you seen the outcome you were hoping for?
So far any money invested seems to be doing well
Review for Gillian Walsh
What could they have done better?
couldn't all was great
What were the circumstances that caused you to initially look for a financial adviser?
Refferred from exsisting customer who advised of the first class service
How has Gillian helped you?
Sorted out pensions and got everything together
Have you seen the outcome you were hoping for?
yes great results
Review for Tanya Martin
What could they have done better?
!00% Super Service
What were the circumstances that caused you to initially look for a financial adviser?
I was seeking expert, honest and frank advise on being retirement ready in the next 3-5 years
How has Tanya helped you?
Tanya provided financial expertise in a clear and caring manner always with my short and longterm plans in mind, always putting my interests first. Tanya got to understand my financial aims and she allowed me to understand the ways in which I could put a financial plan for retirement in place. I loved working with Tanya, an extremely trustworthy adviser to have by your side.
Have you seen the outcome you were hoping for?
100% Happy
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?
Mortgage advice
How has Diane helped you?
Diane has helped me many times over the years, excellent advice and a friendly personal service
Have you seen the outcome you were hoping for?
Yes
