370 reviews | 7 verified advisers
Review for Mark Weatherall
What could they have done better?
No issues regarding our meetings or investment advice.
What were the circumstances that caused you to initially look for a financial adviser?
Money to invest
How has Mark helped you?
Provided advice and clarity on different potential investments.
Have you seen the outcome you were hoping for?
It's a long term investment it's too early to comment at the moment.
Review for Jay Price
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to collate all my pensions and manage my pension going forward.
How has Jay helped you?
Jay and the team have been fantastic at helping guide me to make the most out of my money and allow me to be confident in my future pension. They have been fantastic at collating all my previous pensions into one, communicating everything extremely well over the period.
Have you seen the outcome you were hoping for?
Yes, no complaints!
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for professional advice to better understand my options and make informed decisions about my situation. I wanted guidance from someone experienced who could explain the process clearly and help me choose the best course of action for my future.
How has Heather helped you?
Heather McConaghie provided clear guidance and support throughout the process. She explained everything in a way that was easy to understand and helped me feel confident in making the right decisions.
Have you seen the outcome you were hoping for?
Yes, I have seen the outcome I was hoping for. The support and advice I received helped me achieve a positive result, and I am very satisfied with the overall experience.
Review for Jay Price
What could they have done better?
Jay has been straight forward to deal with and has explained things clearly and in "laymans" terms.
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement
How has Jay helped you?
Providing advice / solutions for financial planning in retirement
Have you seen the outcome you were hoping for?
Early stages of the cycle but am confident in the advice and options provided.
Review for Heather McConaghie
What could they have done better?
Not a thing, Heather is fantastic!
What were the circumstances that caused you to initially look for a financial adviser?
I initially was recommended to get in touch with Heather when I was looking to buy a house with my wife.
How has Heather helped you?
Heather has helped myself and a number of my family with everything from mortgages to financial planning.
Have you seen the outcome you were hoping for?
Yes absolutely, Heather was the only person that stayed consistent throughout our slightly stressful house buying experience, Heather is absolutely brilliant.
