455 reviews | 9 verified advisers
Review for Simon Wateridge
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Pension investments
How has Simon helped you?
Advised planning a retirement.
Have you seen the outcome you were hoping for?
It’s early days but all seems to be working out well
Review for Simon Wateridge
What were the circumstances that caused you to initially look for a financial adviser?
Need advice in what to do with pension fund now approaching retirement and particularly now the fund is liable to IHT in the near future
How has Simon helped you?
Explained all the options with pension and calculated any IHT liability
Have you seen the outcome you were hoping for?
Reassured that funds are in good hands and Simon will keep an eye on any future potential changes
Review for Stephen Ooi
What could they have done better?
As far as I am concerned my SIPP has been handled professionally throughout - I could not ask for more.
What were the circumstances that caused you to initially look for a financial adviser?
Consolidation of several smaller pension pots from various employers in a single pension pot.
How has Stephen helped you?
My original advisor retired a couple of years back and Stephen to his place in advising me on the management of my pension and handling drawdown from the pot as i required .
Have you seen the outcome you were hoping for?
Considering the financial roller-coster the world has been on recently I am satisfied with the present outcome.
Review for Alison Tyne
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement of previous advisor
How has Alison helped you?
Good clear info
Have you seen the outcome you were hoping for?
Yes
Review for Karen Lauder
What could they have done better?
no
What were the circumstances that caused you to initially look for a financial adviser?
not applicable
How has Karen helped you?
Karen has given me an idea of what retirement could look like for me.
Have you seen the outcome you were hoping for?
yes
