198 reviews | 3 verified advisers
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
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?
To get a better return on my savings.
How has Karen helped you?
Karen is very understanding and is totally on board with my concerns about investing into something that I don't have a great concept of.
Have you seen the outcome you were hoping for?
Yes, in these difficult times i am happy with the advice Karen has given me.
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?
Protect finance
How has Karen helped you?
We talk through the details and protect what we need to.
Have you seen the outcome you were hoping for?
Very much so… the finances have increased since the beginning.
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
