369 reviews | 14 Verified advisers
Review from verified client for , Matthew Slessor
How has Matthew helped you since your last review?
As he always does. Promptly, efficiently, friendly, with good advice.
Review from verified client for , Amanda Heys
What were the circumstances that caused you to look for a financial adviser?
Reaching retirement age
How did Amanda help you?
Looked for the best product to suit our needs for our required retirement income. The advice she gave and the advantages of the products she was recommending were explained clearly and in a way that we could understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We do not believe there could be any improvement in the way Amanda advised and guided us.
Review from verified client for , Simon Mayoh
What were the circumstances that caused you to look for a financial adviser?
I had been quite neglectful of my pension position and hitting 60 was a wake up call leading me to seek the advice of a financial advisor.
How did Simon help you?
Pensions review - Simon took the time to improve my understanding of pensions in general before even discussing specific investments. He provided an insight into lifestyle choices helping me to see clearly what I might want from retirement. In addition, he offered a lot of advice relating to other areas more key later in life, such as income protection, making a will, checking beneficiaries on investments, utilising tax allowances. I personally, feel a bit embarrassed talking about money, but Simons approach and relatability made me feel at ease and more confident to make decisions. I felt I received open and honest financial advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client for , Brian McNicol
What were the circumstances that caused you to look for a financial adviser?
Had a few pensions not making me any money
How did Brian help you?
Brian combined them to an better investment. He also gave me advise on a small investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client for , Matthew Slessor
How has Matthew helped you since your last review?
Matthew continues to provide easy to understand financial advice and gives us confidence in our investments.
