173 reviews | 3 verified advisers
Review for Samantha Hendry
What could they have done better?
Nothing really. At times, ife gets busy. So one can understand the slight delays in getting back. But overall she has been extremely good and always apologises if and when there are any delays in responses.
What were the circumstances that caused you to initially look for a financial adviser?
Was looking to buy my first home.
How has Samantha helped you?
Sam is extremely friendly, a through professional, always provides response within a good time frame and knows her stuff.
Have you seen the outcome you were hoping for?
Absolutely. 100% She has been my goto person when it came to any queries I had with regards to finance in general.
Review for Karen Hagan
What could they have done better?
Run the countries expenditure and finance. For me very little as they do the best even when the world is in termoil
What were the circumstances that caused you to initially look for a financial adviser?
As a protection Having someone with much more knowledge than I have and to advise my family should I die
How has Karen helped you?
Tremendously
Have you seen the outcome you were hoping for?
My expections are high and therefore for Kieran to satisfy me and for me to continue using her speaks for itself
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?
.
How has Karen helped you?
Karen is professional and knowledgeable. I feel I can trust her.
Have you seen the outcome you were hoping for?
Yes
Review for Karen Hagan
What could they have done better?
Not really
What were the circumstances that caused you to initially look for a financial adviser?
To organise my finances in later life
How has Karen helped you?
Given us clear advice and options that suit our lifestyle and ambitions
Have you seen the outcome you were hoping for?
Yes
Review for Karen Hagan
What could they have done better?
As with any investments, returns theoretically could have been better.
What were the circumstances that caused you to initially look for a financial adviser?
A need for support in managing my long term finances.
How has Karen helped you?
Karen has helped organise my portfolio of financial assets and given valuable advice on appropriate investments.
Have you seen the outcome you were hoping for?
So far progress has met expectations.
