286 reviews | 12 Verified advisers
Review from verified client for financial adviser, Stuart Smith
What were the circumstances that caused you to look for a financial adviser?
We had existing capital to invest and also retirement planning for one of us.
How did Stuart help you?
He advised on investment funds, AVCs and how I should take my pension.
Have you seen the outcome you were hoping for?
Too early to say and unfair to make a judgement in these unstable times. We have been grateful for Stuart’s expertise in the last few months.
What could they have done better?
There was one time when we inadvertently failed to make a payment for Stuart’s services. We felt that Armstrong Watson dealt with this clumsily and made us feel embarrassed as customers. However, Stuart takes time to explain things carefully and in detail and is easy and patient to talk to.
Review from verified client for financial adviser, Chris Hill
What were the circumstances that caused you to look for a financial adviser?
We wanted a comprehensive review of our investments to provide a regular and consistent retirement income taking into account IHT planning.
How did Chris help you?
We had a number of meetings where Chris conducted a comprehensive analysis of incomings and outgoings. He reviewed the investments held and where they were invested. We discussed and completed risk reviews and he was then able to make recommendations for re-structuring the investments to meet our requirements.
Have you seen the outcome you were hoping for?
Its early days with the re-structuring having just been carried out but the plan is sound and the profiles created by Chris, give us confidence that it will fulfil the requirement.
What could they have done better?
Chris has been diligent in taking us step by step through the process, ensuring he answered all our questions at each stage. He provided clear and regular communications and at no time did we feel under any pressure to rush decisions. At this point I can't think of anything Chris could have done better. We are very happy with the service received.
Review from verified client for financial adviser, Helen Tansley
What were the circumstances that caused you to look for a financial adviser?
Pension drawdown
How did Helen help you?
She set up a drawdown option having reviewed the financial position
Have you seen the outcome you were hoping for?
Yes
Review from verified client for financial adviser, Matthew Slessor
How has Matthew helped you since your last review?
Matthew has helped us a great deal .. giving us the best advice due to a massive change in our circumstance
Review from verified client for financial adviser, Justin Rourke
What were the circumstances that caused you to look for a financial adviser?
I had a small business, and as I was advancing in years I realized I needed some professional advice to help me achieve my retirement aims.
How did Justin help you?
Justin took a view of my finances and also an account of my circumstances, and advised me the best way to get to where I wanted to be.
Have you seen the outcome you were hoping for?
Yes, in fact Justin helped me to retire earlier than I would have expected.
What could they have done better?
I really cannot fault Justin and his efforts regarding my financial advice.
