316 reviews | 13 Verified advisers
Review from verified client for , Simon Mayoh
What were the circumstances that caused you to look for a financial adviser?
Pending redundancy and retirement
How did Simon help you?
Provided comprehensive advice around how to prepare for retirement, my options around sacrificing my redundancy into my pension. General investment and inheritance advise
Have you seen the outcome you were hoping for?
Yes, very much so
What could they have done better?
At this moment I am entirely happy with approach and advise
Review from verified client for , Simon Mayoh
What were the circumstances that caused you to look for a financial adviser?
Desire to get better performance
How did Simon help you?
reviewed portfolio, paying good attention to our needs
Have you seen the outcome you were hoping for?
Too early
Review from verified client for , Stuart Smith
What were the circumstances that caused you to look for a financial adviser?
Armstrong Watson have maintained our investment portfolio for many years and they have been key throughout in our retirement planning.
How did Stuart help you?
We have built a trusted relationship with Stuart over several years. As retirees he understands our commitments, our short and long term plans and most importantly our attitude to investment risk. He then routinely helps us to actively manage our investments to deliver on these plans.
Have you seen the outcome you were hoping for?
Absolutely. Without Stuart’s investment advice we would not be as comfortable moving through our retirement.
What could they have done better?
Perhaps, a cuddly toy with each investment. Sorry, a joke, We have no improvements to suggest.
Review from verified client for , Helen Tansley
What were the circumstances that caused you to look for a financial adviser?
I needed an adviser to help me put my savings to better use
How did Helen help you?
Helen explained quite a few options we could do and after some serious thinking and Helen explaining the reasons for choosing where to put my investment I agreed to go ahead.
Have you seen the outcome you were hoping for?
Considering what is happening to this country and around the world with covid 19 I am more than pleased with my investment and is doing well considering.
What could they have done better?
At this very moment in time I cannot see what Helen could do to improve my finances, but to keep an eye on my investments and if and when she thinks changes need to be made she will let me know the reasons of her concern and an alternative solution can be made and hopefully increasing my investment in which is why I have trusted my finances in their hands.
Review from verified client for , John Hunt
What were the circumstances that caused you to look for a financial adviser?
alert on my phone offered a free consultancy , registered my interest, received a call from John and took the consultancy.
How did John help you?
Like most people the specialised subject of pensions is confusing , John explained the subject very well and made things much clearer for me , i was able to make a decision based on the advice provided.
Have you seen the outcome you were hoping for?
if you refer to a projection outcome then yes there is a positive outlook.
What could they have done better?
difficult to answer this because i was perfectly comfortable with the initial consultation , subsequent advice and final decision.
