195 reviews | 3 verified advisers
Review for Karen Hagan
What could they have done better?
Nothing - I am completely satisfied.
What were the circumstances that caused you to initially look for a financial adviser?
Advice on property rental and retirement planning.
How has Karen helped you?
Karen feels more like a good friend than a financial advisor. I always feel as though she understands my life situation and has my best interests at heart. She has helped me to feel more in control of my finances and the software that she uses for lifestyle planning is also really useful. I also really appreciate having a woman to talk to about my financial goals, as she fully understands my desire for independence.
Have you seen the outcome you were hoping for?
Yes - I feel as though my financial planning is going well.
Review for Karen Hagan
What were the circumstances that caused you to initially look for a financial adviser?
Preparing for retirement
How has Karen helped you?
Helped and advised on pension options, retirement and financial planning giving clear information to enable our decision making based on our goals.
Have you seen the outcome you were hoping for?
Definitely, the advice and support has been exceptional
Review for Karen Hagan
What were the circumstances that caused you to initially look for a financial adviser?
I required financial advise
How has Karen helped you?
Increased my financial portfolio
Have you seen the outcome you were hoping for?
Yes
Review for Karen Hagan
What could they have done better?
No.
What were the circumstances that caused you to initially look for a financial adviser?
Recommended by the company I worked for.
How has Karen helped you?
Karen has helped with concerns that I have had with my products when the markets have been turbulent. Also helping when I need to withdraw funds.
Have you seen the outcome you were hoping for?
I am satisfied with the progress the funds have made.
Review for Samantha Hendry
What were the circumstances that caused you to initially look for a financial adviser?
Our fixed rate mortgage term was coming to an end
How has Samantha helped you?
Sam got us our first mortgage and was amazing, so obvious choice to go back to her when the time came
Have you seen the outcome you were hoping for?
Yes, we were able to fix again on a decent rate
