161 reviews | 8 verified advisers
Review for Dan Smith
What were the circumstances that caused you to look for a financial adviser?
I was working abroad with a lot of disposable income and was recommended Dan by a friend of mine who also uses him to look after his investments.
How has Dan helped you?
Dan is incredibly knowledgable, approachable and most importantly, he's such a good bloke. As someone who was coming in to the world of investments with little to no knowledge, he was helpful, honest and always gave his time, even out of hours to detail and describe in the best way he could in a way anyone could understand. I wouldn't hesitate to recommend him to anyone.
Have you seen the outcome you were hoping for?
Dan made it very clear from the outset that investments were a long game, minimum 5 years. During my first few years we have had a global pandemic and now a war. I'm a realist and completely understand the impact this has on markets and investments. Like anyone, I would love to see more returns, but considering what has happened I'm happy with where I am.
What could they have done better?
I can't pinpoint anything that he could have done better. I found our face to face meeting very helpful as we could properly talk about details about my portfolio which is much easier than on zoom. More of these would be great, however I'm fully aware that my overall portfolio is quite small and he needs to spend time elsewhere so I don't expect him to have the time.
Review for James Richfield
What were the circumstances that caused you to look for a financial adviser?
I was looking to transfer a pension fund & discuss further investments.
How has James helped you?
James has been proactive, informative, punctual throughout. All costs and processes advised and clear with no fear of hidden costs or agenda. Pension transfer carried out and performance update given. Looking to transfer ISA in coming days / weeks.
Have you seen the outcome you were hoping for?
Not yet but the process of transfer was without issue and future investments have also been discussed and will be conducted in near future.
What could they have done better?
James is a well respected financial advisor who comes highly recommended, I have no issues or areas of concern with the service given or advice offered.
Review for Dan Smith
What were the circumstances that caused you to look for a financial adviser?
Dan has taken a lot of time in reviewing our financial situation and our personal aims and goals primarily, but not exclusively, in pension and retirement planning.
How has Dan helped you?
Carried out a complete review of our retirement provision and listened to what our retirement intentions were going to be.
Have you seen the outcome you were hoping for?
Yes we have been more than happy with the outcomes so far
What could they have done better?
Hard to say really - all enquiries an discussions have been carried out in a timely and efficient manner
Review for Dan Croker
What were the circumstances that caused you to look for a financial adviser?
Underutilising disposable income.
How has Dan helped you?
Dan helped me understand my investment options and set-up the best solution for me.
Have you seen the outcome you were hoping for?
Yes, Dan was so helpful!
What could they have done better?
Nothing, exactly what I needed.
Review for Gary Oselton
What were the circumstances that caused you to look for a financial adviser?
Following the sale of a business, I invested with another Financial Investment company. However, I was not completely happy with their service and wanted to move.
How has Gary helped you?
Gary has helped with all aspects of my financial planning, from making sure I am invested in the appropriate 'risk' categories (to suit me), to planning ahead financially. I have a much clearer understanding of where and how my money is invested. Gary has also signposted me to various other professionals - including Health cover / Solicitor / Banks / Accountants. I have complete confidence in Gary, and know that if I need assistance he is always willing to advise and support where he can.
Have you seen the outcome you were hoping for?
Absolutely. My investments are doing very well, and I have a good relationship with my advisor.
What could they have done better?
Nothing that I can think of.
