258 reviews | 11 Verified advisers
Review from verified client for financial adviser, John Hunt
What were the circumstances that caused you to look for a financial adviser?
Citizens advice bureau advised to get financial advice because of amount involved in pensions
How did John help you?
Started with Ainslie . John has taken over and continues to give advice on all aspects of the pension scheme
Have you seen the outcome you were hoping for?
At this time outcome is expected to be a mix of highs and lows but will continue to grow as expected
What could they have done better?
Nothing John has done a great job at this time
Review from verified client for financial adviser, John Hunt
What were the circumstances that caused you to look for a financial adviser?
Financial review
How did John help you?
John reviewed existing policies and made recommendations for change. He explored our circumstances and made very helpful suggestions. Explanation and advice was given clearly. A trusted and professional service was provided.
Have you seen the outcome you were hoping for?
Yes
Review from verified client for financial adviser, Stuart Smith
What were the circumstances that caused you to look for a financial adviser?
We had an inheritance to invest and felt that we needed advise on how to get the best return from the money.
How did Stuart help you?
Stuart setup a number of Webex conferences (due to the COVID-19 lockdown) and patiently went through the process of working through the options for us. Stuart put no pressure on us and let us ask multiple questions until we were ready to make a decision.
Have you seen the outcome you were hoping for?
Yes, we have created a savings portfolio.
What could they have done better?
Nothing, everything was sorted for us.
Review from verified client for financial adviser, Helen Tansley
What were the circumstances that caused you to look for a financial adviser?
Retirement advice
How did Helen help you?
From start the expert help allowed me to plan for the future
Have you seen the outcome you were hoping for?
yes
Review from verified client for financial adviser, Stuart Smith
What were the circumstances that caused you to look for a financial adviser?
Running a business.
How did Stuart help you?
By explaining everything in an easy understandable way which gave us confidence to make decisions.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing we could think of.
