335 reviews | 5 verified advisers
Review for Daniel Ross
What were the circumstances that caused you to initially look for a financial adviser?
After receiving an inheritance, I needed advice on how and where to invest and also on how to secure my pension income for the long term. I was feeling out of my depth and very unclear about how to proceed.
How has Daniel helped you?
Dan spent time talking to me to get a full understanding of my situation. He presented me with clear information about options, risk levels and possible outcomes. He has drawn up and implemented a suitable strategy and remains in regular contact with me to ensure that I am comfortable with the decisions we have taken.
Have you seen the outcome you were hoping for?
It's quite early days, but so far everything is going to plan.
Review for Andrew Goman
What were the circumstances that caused you to initially look for a financial adviser?
We were looking to obtain a residential and BTL mortgage, simultaneously.
How has Andrew helped you?
Andrew helped us navigate the process, secured us some very good rates and always made time to answer our (many) questions.
Have you seen the outcome you were hoping for?
Yes, Andrew helped us meet some tight deadlines.
Review for Andrew Goman
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
When I was buying my first home I wanted the process to go as smoothly as possible and knew using an adviser was the best choice for me. I got a recommendation from a family member who has used Andrew themselves and the rest is history.
How has Andrew helped you?
Andrew has been really helpful since day 1, initially I got in touch with him to see what options were available to me and then when I was ready to buy six months done the line he walked me through the whole mortgage application process and answered any questions I had along the way. I recently had to remortgage and again, because my circumstances had changed slightly I had a lot of questions and Andrew answered them all thoroughly.
Have you seen the outcome you were hoping for?
I've managed to get a mortgage and remortgage successfully which has been great and a mostly stress free experience.
Review for Andrew Goman
What could they have done better?
I think all was done perfectly.
What were the circumstances that caused you to initially look for a financial adviser?
I’ve contacted Andrew during the process of remortgaging my property
How has Andrew helped you?
Andrew was really good at getting us a very good bank interest rate. He is really personal while having appointments with his clients and is really thorough in his explanations of subjects of importance.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Ross
What could they have done better?
I have been pleased with the support and how I have been kept informed along the way.
What were the circumstances that caused you to initially look for a financial adviser?
Having a confusing array of pensions from a variety of past jobs.
How has Daniel helped you?
Consolidation and peace of mind that plans are in place to make the most from my pensions.
Have you seen the outcome you were hoping for?
The initial process has been well handled and advice received to act upon. The outcome is now planned for and being worked towards.
