242 reviews | 7 verified advisers

Selection of recent reviews. Read all reviews

Review for Alastair Hall

December 2024

How has Alastair helped you since your last review?

He’s kept me in the one about my current mortgage which I am still in such debt to him for securing me any kind of mortgage at a time I thought I was going to lose my home. He’s most recently advised me on my pension putting all 5 into one pot and making it much more manageable plus giving me peace of mind that I should be ok financially when I retire. Thanks Ali!

Review for Tanya Martin

December 2024

What could they have done better?

Nothing, it was all exceptional.

What were the circumstances that caused you to initially look for a financial adviser?

I had seen Tanya speaking at an event and her extensive financial knowledge was very impressive.

How has Tanya helped you?

Tanya has sorted all my finances for me and given me great advice in a way I can understand.

Have you seen the outcome you were hoping for?

Tanya's advice has been spot on every time and has delivered results.

Review for Diane Pankhurst

December 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Diane helped you?

Offered very helpful advice. Very professional. Highly recommended

Have you seen the outcome you were hoping for?

So far , yes

Review for Jay Price

December 2024

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for a financial adviser?

Increase in income.

How has Jay helped you?

He explained the tax system, income protection, long term investing. It was explained clearly and I went away and thought about it. Jay, listened to me and took my concerns on board and I felt very comfortable working with him.

Have you seen the outcome you were hoping for?

Yes. 100%

Review for Jay Price

December 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I transferred from another company

How has Jay helped you?

Good advice after looking closely at my personal circumstances

Have you seen the outcome you were hoping for?

Yess