286 reviews | 8 verified advisers
Review for Jay Price
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
I want to have a solid plan in place for my future retirement.
How has Jay helped you?
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.
Have you seen the outcome you were hoping for?
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.
Review for Jay Price
What could they have done better?
No suggestions on this
What were the circumstances that caused you to initially look for a financial adviser?
I needed 3 pensions consolidated and advice on how best to utilise pension income as retirement was getting close.
How has Jay helped you?
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.
Have you seen the outcome you were hoping for?
Yes, I'm happy with the current progress.
Review for Mark Weatherall
What were the circumstances that caused you to initially look for a financial adviser?
Looking at mortgages
How has Mark helped you?
Given both mortgage advice and pensions advice
Have you seen the outcome you were hoping for?
Yes
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?
I wanted to receive professional advice regarding best provider for pension, mortgage and investments.
How has Diane helped you?
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.
Have you seen the outcome you were hoping for?
Yes, so far it has been positive.
Review for Heather McConaghie
What could they have done better?
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.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement, and wanting to know best place to invest my lump sum
How has Heather helped you?
She has really helped with her knowledge and advise on where best to invest my lump sum due to retirement and my circumstances.
Have you seen the outcome you were hoping for?
Not yet as it’s a long term goal investment
