201 reviews | 3 verified advisers
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
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.
