205 reviews | 12 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for financial adviser, Kerry Chaloner

February 2020

What were the circumstances that caused you to look for a financial adviser?

Seeking financial with respect to prospective retirement.

How did Kerry help you?

Gave a comprehensive review of the financial options that were available to us.

Have you seen the outcome you were hoping for?

Yes Kerry has guided us towards a financial arrangement that fully satisfies our requirements.

What could they have done better?

Nothing.

Review from verified client for financial adviser, Helen Tansley

February 2020

What were the circumstances that caused you to look for a financial adviser?

Was receiving information from Pension providers and nearing Pension age. Needed help and advice

How did Helen help you?

Explained everything and advised where best to place funds and at the same time reduce my current management costs. Be advised that "finance" like "chemistry" is something that is totally alien to me and similarly to my Wife. Helen could not have been more helpful with her research, her continued passing of information, her presentation and the fact that she made sure we fully understood everything that was involved. My wife and I left our meeting with Helen in a content state of mind.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

I can't think of anything that could have been done better bearing in mind that, before involving Helen, I was "clueless"!

Review from verified client for financial adviser, Chris Hill

February 2020

What were the circumstances that caused you to look for a financial adviser?

We inherited sums of money that required advice on how best to invest in a portfolio.

How did Chris help you?

Chris presented a series of options and strategies that would be suitable to give us a long term income. He also explained in an illustrative style which was clear for myself and wife to understand.

Have you seen the outcome you were hoping for?

The long term outcome is yet to be achieved

What could they have done better?

It is still early days regarding the investment plan and hopefully the advice and management will continue as expected.

Review from verified client for financial adviser, Ashley McCartney

February 2020

What were the circumstances that caused you to look for a financial adviser?

Cash withdrawal from pension. Company had set up my SIPP and so ongoing relationship.

How did Ashley help you?

Advice generally including tax assessment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client for financial adviser, Helen Tansley

February 2020

What were the circumstances that caused you to look for a financial adviser?

Over many years I became out of touch regards my pensions, I just had no idea where anything was or most importantly what any of these pensions were actually worth, I needed someone to take their time and explain to me in simple terms what I had and what they all meant.

How did Helen help you?

Helen did exactly what I needed, simple straight explanations, she took her time to go through every element of my personal situation and gave me simple to understand answers. Nothing was too much trouble and her friendly approach to looking after me was second to none. I would have been lost without her.

Have you seen the outcome you were hoping for?

Yes, everything now in one place, with one goal and a clear understanding re my future investments and Pensions

What could they have done better?

nothing everything was superb