220 reviews | 8 verified advisers
Review for Heather McConaghie
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
I had very little in way of a pension and not being long self employed I knew I needed help putting plans in place
How has Heather helped you?
We went through earnings and tax relief available on starting my main pension plan and also helped transfer for other plans so I have everything in one place
Have you seen the outcome you were hoping for?
N/a
Review for Gillian Walsh
What could they have done better?
Perfectly happy with Gillian's professional and totally trusted advice. Really appreciate high level of individually tailored customer service and no hard sell.
What were the circumstances that caused you to initially look for a financial adviser?
Amalgamating sevrral pensiobs.
How has Gillian helped you?
Excellent advice on the process involved in comboning pensions. Also exvellent advice on investment options for my pension fund and risk levels involved.
Have you seen the outcome you were hoping for?
Very much and regular updates on how my fund is progressing.
Review for Mark Weatherall
What could they have done better?
Everything was explained quite clearly and simply. I cannot think of anything that could have been better.
What were the circumstances that caused you to initially look for a financial adviser?
Increase in pay and desire to become better with money.
How has Mark helped you?
Set up a pension and an ISA to secure my future.
Have you seen the outcome you were hoping for?
Yes.
Review for Tanya Martin
How has Tanya helped you since your last review?
Yes, she helped me to release funds to purchace another business.
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
Face to Face meetings with advisor
How has Heather helped you?
Explained in detail the arrangements and available to chat in person
Have you seen the outcome you were hoping for?
So far yes
