206 reviews | 3 verified advisers
Review for Samantha Hendry
What could they have done better?
Couldn’t ask for more.
What were the circumstances that caused you to initially look for a financial adviser?
Remortgage my property, existed mortgage came to an end.
How has Samantha helped you?
She has been very clear about the product and very helpful.
Have you seen the outcome you were hoping for?
Yes
Review for Karen Hagan
What could they have done better?
not sure
What were the circumstances that caused you to initially look for a financial adviser?
it had been a long time since i had reviewed my savings and pension performance.
How has Karen helped you?
5 years
Have you seen the outcome you were hoping for?
yes so far
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?
I wanted to move my pension from St James Place.
How has Karen helped you?
I am very pleased with the performance of my pension fund now that Four Oaks are managing it. I am happy with their fees. Karen Hagen has been extremely diligent and always been most helpful both in terms of my pension but on numerous other matters requiring financial advice. I cannot rate Karen highly enough.
Have you seen the outcome you were hoping for?
Yes
Review for Samantha Hendry
What could they have done better?
Nothing at all!
What were the circumstances that caused you to initially look for a financial adviser?
Purchase of property.
How has Samantha helped you?
Guided me through the full process start to finish, answering any questions I had.
Have you seen the outcome you were hoping for?
Absolutely yes.
Review for Karen Hagan
What could they have done better?
She couldn't do more
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Karen helped you?
Straightforward and clear advice based on understanding what I want to achieve with a professional and reassuring approach
Have you seen the outcome you were hoping for?
Defintely
