389 reviews | 7 verified advisers
Review for Gillian Walsh
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Gillian was appointed as my advisor coming up to drawing my pension
How has Gillian helped you?
Gillian gave sound advice. Presented options and clearly explained pros & cons of each
Have you seen the outcome you were hoping for?
Yes
Review for Tanya Martin
How has Tanya helped you since your last review?
Helped me understand my financial understanding
Review for Tanya Martin
What could they have done better?
Nothing as stated everything is done for clients best interest
What were the circumstances that caused you to initially look for a financial adviser?
For professional help with investments and savings
How has Tanya helped you?
Tanya has been our adviser for 10yrs and has always delivered the best advice on investments etc and has always had our best interest at the heart of it all. Friendly and very professional and knowledgeable
Have you seen the outcome you were hoping for?
yes over the years we have had outcome we were looking for
Review for Mark Weatherall
What were the circumstances that caused you to initially look for a financial adviser?
I required a private pension.
How has Mark helped you?
He provided me with a pension that suited my needs and income protection.
Have you seen the outcome you were hoping for?
Yes
Review for Diane Pankhurst
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Diane helped you?
Clear advice
Have you seen the outcome you were hoping for?
Yes
