182 reviews | 3 verified advisers
Review for Samantha Hendry
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Buying First Home
How has Samantha helped you?
She helped through the Mortgage Application and Home Insurance.
Have you seen the outcome you were hoping for?
Indeed, despite a few bumps we managed to get over the line and close.
Review for Karen Hagan
What were the circumstances that caused you to initially look for a financial adviser?
More secure saving method than all in a bank
How has Karen helped you?
Consolidated savings and pensions and annual feedback to ensure that the risk level is as required
Have you seen the outcome you were hoping for?
Generally yes unfortunately the economic climate meant the first few years we lost money
Review for Karen Hagan
What could they have done better?
Satisfied with the service so far
What were the circumstances that caused you to initially look for a financial adviser?
Investment of funds
How has Karen helped you?
She has provided us with an outstanding, knowledgeable service, good advice and guidance
Have you seen the outcome you were hoping for?
Yes. She is easy to talk to and quickly understood our financial needs now and for the future
Review for Karen Hagan
What could they have done better?
I don’t think there’s anything that I wish she had done differently
What were the circumstances that caused you to initially look for a financial adviser?
I needed to make sure I would have enough money to live a comfortable retirement and do as much as possible to be able to pass on ensure any money and property and property goes to my children after my death
How has Karen helped you?
I have always found Karen to be available to listen and give advice on anything I’m unsure of, and that gives me peace of mind.
Have you seen the outcome you were hoping for?
Yes I am more than happy the way things are
Review for Karen Hagan
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Karen took over from a previous adviser and came recommended by Four Oaks Financial Services.
How has Karen helped you?
Pension advice during my transition from work to retirement.
Have you seen the outcome you were hoping for?
Yes
