352 reviews | 7 verified advisers
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
Purchasing of property and assistance with mortgage application.
How has Heather helped you?
Heather has provided clear and well tailored advice, been easy and approachable to liaise with and ensured we got the right deal.
Have you seen the outcome you were hoping for?
Yes.
Review for Tanya Martin
How has Tanya helped you since your last review?
I have found Tanya Martin and her team to be helpful when I needed to draw down money. I appreciate being able to review how my investments are doing. I always get good advice at review meetings which is helpful to me for future planning.
Review for Tanya Martin
How has Tanya helped you since your last review?
As usual,Tanya keeps me updated on what is happening in my finances and asks if any of my circumstances have changed.keeps me well informed.
Review for Tanya Martin
How has Tanya helped you since your last review?
Tanya Martin’s advice has been invaluable over the years of dealing with her.
Review for Tanya Martin
How has Tanya helped you since your last review?
Tanya is knowledgeable and understanding of my needs and aspirations and has given sound advice
