340 reviews | 7 verified advisers
Review for Alastair Hall
How has Alastair helped you since your last review?
Ali has guided me through restarting my pension and now moving from self employed to employed
Review for Tanya Martin
What could they have done better?
At the moment I have no reason to feel anything could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
Tanya has provided advice for our family over the years including mortgage advice on a number of occasions and has always been very helpful and on hand when needed. Tanya is also an approved partner with St. James's Place Wealth Management Plc which was helpful to me.
How has Tanya helped you?
Tanya has helped with pension advice and work is ongoing to assist with future financial planning.
Have you seen the outcome you were hoping for?
Yes Tanya has helped build on my potential pension income after a short period of time investing so thank you Tanya!
Review for Jay Price
What could they have done better?
Nothing at all. Jay has been brilliant throughout.
What were the circumstances that caused you to initially look for a financial adviser?
Seek pensions advice
How has Jay helped you?
Yes, Jay has been terrific help
Have you seen the outcome you were hoping for?
Yes, pension begun and growth seen.
Review for Jay Price
What could they have done better?
Cannot fault.
What were the circumstances that caused you to initially look for a financial adviser?
Growing business, children and not getting any younger
How has Jay helped you?
Down to earth practical advice guided by lots of experience and understanding.
Have you seen the outcome you were hoping for?
Yes, investments are are ongoing process but definitely a much better advisor than my first one.
Review for Jay Price
What could they have done better?
I dont think there is anything that we would have done differently
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for life insurance and pension products - Jay was recommended to us.
How has Jay helped you?
Talked us through our options and what products would suit our needs.
Have you seen the outcome you were hoping for?
Yes, purchased the products we needed, Jay is proactive in contacting us to advise us on any changes which would benefit us or if there are any issues that need addressing
